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  1. Configuring Customizable Rollups in NPSP: Part One
    by Hayley Tuller — published Feb 13, 2019 — last modified Apr 03, 2019 04:46 PM — filed under: Blog, How-To, NPSP, Admin Tips
    In this first part of a three-part series, learn the lingo and be empowered by understanding the options for summarizing critical donor data in the Nonprofit ...
    Located in Archive / 2019
    Configuring Customizable Rollups in NPSP: Part One
  2. Configuring Customizable Rollups in NPSP: Part Two
    by Hayley Tuller — published Feb 28, 2019 — last modified Feb 28, 2019 07:51 PM — filed under: Blog, NPSP, How-To, Admin Tips
    In this second part of a three-part series, learn how to configure your own customized rollups and how Hard and Soft Credits work with Customizable Rollups in ...
    Located in Archive / 2019
    Configuring Customizable Rollups in NPSP: Part Two
  3. Configuring Customizable Rollups in NPSP: Part Three
    by Hayley Tuller — published Mar 14, 2019 — last modified Jun 10, 2019 03:21 PM — filed under: Blog, NPSP, Admin Tips, Nonprofit Cloud
    In the third installment of a three-part series, we examine some common yet somewhat tricky use cases fundraisers face and some clever solutions using ...
    Located in Archive / 2019
    Configuring Customizable Rollups in NPSP: Part Three
  4. Conga Composer 8 Features Coming Soon
    by Sylvia Cabral — last modified Apr 29, 2018 08:46 PM — filed under: Blog, Conga Composer, Tools, Apps
    A look at some of the new features that Conga is bringing in their Composer 8 release this Spring.
    Located in Archive / 2014
    Conga Composer 8 Features Coming Soon
  5. Connecting Clouds to Open Source: Plone & Salesforce.com Integration
    by Jason M. Atwood (he/him) — last modified Nov 02, 2022 04:08 PM — filed under: Blog, SalesForce.com, Plone
    With the brand new release of Plone 4, I thought it would be a good time talk about the open source project and how it connects to the cloud.
    Located in Archive / 2010
    Connecting Clouds to Open Source: Plone & Salesforce.com Integration
  6. Considerations for Migration and Merge of Orgs
    by Mario Di Genio — published Jan 22, 2021 — last modified Jul 06, 2021 04:42 PM — filed under: Blog, Data Migration, Salesforce Maintenance
    In this post we’ll take a look at the complexity of migrating or merging Salesforce environments.
    Located in Archive / 2021
    Considerations for Migration and Merge of Orgs
  7. Considerations for Migration and Merge of Orgs - Lessons Learned
    by Mario Di Genio — published Jul 01, 2021 — last modified Jul 07, 2021 02:33 PM — filed under: Blog, Data Migration, Admin Tips, Salesforce Maintenance
    In this post we’ll review the lessons learned after successfully completing the migration of Salesforce environments.
    Located in Archive / 2021
    Considerations for Migration and Merge of Orgs - Lessons Learned
  8. Considerations for Nonprofits Using Microsoft
    by Cate Howes — published Aug 02, 2024 — last modified Aug 02, 2024 07:56 PM — filed under: Blog, Microsoft, Nonprofits, Fundraising
    If you are a nonprofit using Fundraising and Engagement — what does the Microsoft retirement mean for you?
    Located in Archive / 2024
    Considerations for Nonprofits Using Microsoft
  9. Constituent Wars Part I: How Raiser’s Edge Relationships Translate to Salesforce
    by Berkeley Baker — published Jan 09, 2020 — last modified Jan 10, 2020 12:39 AM — filed under: Blog, Data Migration, NPSP
    Get ready for the first installment in an epic trilogy about triumph at the end of the often perilous journey from Raiser's Edge to Salesforce.
    Located in Archive / 2020
    Constituent Wars Part I: How Raiser’s Edge Relationships Translate to Salesforce
  10. Constituent Wars Part II: How Raiser’s Edge Gifts Translate to Salesforce
    by Berkeley Baker — published May 08, 2020 — filed under: Blog, Data Migration, NPSP, Nonprofit Cloud
    Our migration journey continues with tips on moving gifts, campaigns, appeals, and more from Raiser's Edge into Salesforce.
    Located in Archive / 2020
    Constituent Wars Part II: How Raiser’s Edge Gifts Translate to Salesforce
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