One of the big questions for charities (and for businesses) is, WHERE IS MY DATA?
Knowing where your data is part of your compliance with the regulations.
Here is our knowledge article on where to find it!
https://cloudgenius.my.site.com/support/s/article/Where-is-my-Salesforce-instance-located
It’s like we try to make it easy!
A super-short article, but you might want to check out our knowledge base for other useful articles, too!
What on earth are they doing?
One of the scariest moments of going from being a successful ‘minion’ to a manager is that moment when you realise that you don’t know what is happening.
You can look very carefully at the folk you are managing, but you cannot watch every mouse click and keyboard tap and screen flick. You don’t want to be one of those managers who thinks that you can do everything better than your staff. A manager who micro-manages, picks up on every detail of every piece of work done by their staff.
This situation is unpleasant for the staff, unpleasant for the manager and inefficient, as every piece of work is being done twice.
Similarly, how do you know what is happening with your resources? Are your finances in a good state? Is money coming in?
For charities there are questions like… did the people who donated last year donate this year? If not, why not?
If they did give this year, did they increase their donation?
So many questions, so little time.
To manually go through every piece of data takes forever.
That is why I am running the next Salesforce Lunch and Learn. To look at reports…
In Salesforce, once you have written a report, it will keep on running with current data. So you can run it against the last 3 months of data and it will update so that no matter what data you run it on, you will get the last 3 months of data.
Within the Salesforce Non Profit Success Pack there are a number of reports that are particularly aimed at donations and comparing this year to previous year.
21st October from 12noon to 12:45 we will be looking at these reports and how you can use them.
Book Here is where you can sign up.
Use the code SALESFORCE to get your ticket for free. (This is to stop the ‘bots signing up and taking the valuable places.)
See you there.
I have many clients who are charities.
I love working with charities as the world is a better place at the end of the day than it was at the beginning.
To that end, I am doing a bit of fund-raising for a charity.
I have chosen one which is not a client, as I didn’t want to pick a favourite among my lovely, lovely clients.
Here is the link to give through Just Giving.
A little about Winston’s Wish
I know what it is to lose someone as an adult. I cannot imagine what it is like to lose a parent while still a child.
To have the remaining parent coping on their own.
Perhaps the wage earner has gone.
The adults are valiantly trying to keep everything together.
The person I loved is gone.
I am lost.
I am bewildered.
Winston’s Wish are there to support children at this devastating time.
My firewalk is just to raise awareness… all the money will go to the to help the children they support.
If you can give any money, not only will you be holding my feet to the fire, you will also be supporting a blessed cause.
There used to be a trope that some people were visual learners, some people learned best by hearing, some people learned best by reading, while others were kinaesthetic – they learned best by doing. While that seemed like a sensible set of categories, modern psychology has entirely debunked the theory!
It turns out that we all learn best from a mixture of learning styles.
It has long been known that Salesforce has an amazing set of resources available. They are called ‘Trailhead’. Even better they are free of charge for anyone. If you want to learn how to write a report, or train yourself up as a Systems Admin, all the resources are there. There are even ‘soft skills’ such as change management and the like.
https://trailhead.salesforce.com/
It really is great and you get (virtual) badges.
Even with all these resources, the majority of people that I speak with do not get to use them. Why? Well, most people don’t like studying on their own. They like to do things together. They like to ask questions of an instructor.
It is for this reason that I started ‘Lunch and Learn’. It is a high-quality, 45 minute time for you to ‘sharpen the saw’. In other words get your skills up-to-date, so that you can get the things you need to do done more easily.
I have put a price on the training… £5. However, if you read this article you can get the September training for only £0. That’s right, for free!
Even better, the code to get the free tickets is easy to remember: salesforce
Just go to the Cloud Genius website: https://cloud-genius.com and on the booking form click ‘Enter promo code’ and use the code above.
See you then! Next course is on 16 Sept 2021.
Has your synchronisation between Salesforce and Eventbrite been abandoned?
Occasionally, we have to claim our bragging rights. We do a lot of work with charities – more than 50% of our Salesforce work is with charities, but it is not all directly with Salesforce.
We (safely) unleash data you hold in one system and move it over to another system controlled by you.
What is the benefit?
Well suppose you have lots of events running on Eventbrite and you want to grab that data and put it in your Salesforce org.
In other words, you have lots of people who are interested in you and your products – they have attended your events – and you want to convert them into customers. Their data is TRAPPED in one system (in this case Eventbrite). You need it in Salesforce so that you can put it to work.
There are a number of ways of doing this. Most of them are half-hearted. A year or two after they have been written, they are abandoned. We are able to do reliable, repeatable synchronisations. Our tools are never ‘abandon-ware’.
Our Eventbridge has been continually developed over four years, through API and data requirement changes.
It has allowed our clients to revolutionise their conversions. It could for you.
