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  1. Compliance Locker - Retirement Planning
    by James Bujold — published May 18, 2018 — last modified Jun 11, 2019 03:44 PM — filed under: Apps, Arkus, Blog, Compliance Locker
    All good things come to an end. The best things go on to become open source projects.
    Located in Archive / 2018
    Compliance Locker - Retirement Planning
  2. Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow
    by Kate Lessard — published Jun 24, 2022 — last modified Jun 27, 2022 04:23 PM — filed under: Blog, Automation, Flows, Admin Tips, Workflow Rules, Process Builder
    Scared of making the shift to Flow? Keep reading for some tips on making the switch.
    Located in Archive / 2022
    Confessions of an Automation Heart Break: How One Process Builder Lover Made the Switch to Flow
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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
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