Thanks to all who attended our Salesforce DIY online workshop last week on “Upgrading to Salesforce Nonprofit Starter Pack (NPSP 3.0) – The What, Why, and How.” Read more
Database Sherpa founder Ashima Saigal has been named by the Salesforce Foundation’s Power of Us HUB as a Community Hero! As part of the Power of Us HUB‘s one-year anniversary, they are recognizing 30 community members who have been instrumental in supporting the growing community of nonprofit and higher ed Salesforce users.
Read the official announcement here: http://www.salesforcefoundation.org/community-hero-ashima-saigal/
“To participate is to be a part of a larger community of open-minded and eager-hearted individuals. I learn much from this community and feel called to help others. When I take on a question, I hope that I can embed this information in my brain. When I share some information, I hope it gets a good dialogue going that goes deeper.” –– Ashima Saigal
You can follow Ashima and Database Sherpa on the Power Of Us HUB:
Once a nonprofit decides to use Salesforce, how do you get started? Wouldn’t it be nice to have a guidebook or a map? We have seen many nonprofit organizations make the leap into Salesforce, and we have noticed a process, or a way of thinking about the journey, that can help ease the transition for many. Ready for Salesforce? gives a way of thinking about the process to help get any nonprofit started on their journey with Salesforce.
Please check it out, or share it with a colleague.
Each year Salesforce users, consultants, and industry experts come together for a 4-day event called Dreamforce. We are excited to announce that Database Sherpa will be presenting this October at the 2014 Dreamforce conference in San Francisco.
Together, Veronica Beck and Ashima Saigal will undertake a Sherpa-style session, guiding others who are beginning to program in Salesforce on “A 5-Step Framework to Tackling Your First Trigger With Confidence.” We look forward to the journey.
Is your nonprofit considering a CRM like Salesforce, or do you know of another nonprofit considering Salesforce? We know of many reasons that nonprofits may find a CRM beneficial, and how Salesforce has evolved for nonprofit use, so we sum it up in a new Resource, Introduction to Salesforce for Nonprofits. Please check it out, or share it with a colleague.
Our intention is to build a whole library of shared wisdom, so please check back in the future as more Resources are added.
We had a great turn out for yesterday’s webinar! Thanks to all who participated. Our next webinar in the Salesforce DIY for Nonprofits series is Cleaning Up Messy Data with Demand Tools on August 14.
Whether your data comes from multiple sources, frequent imports, or manually entered additions, there is always a chance that duplicate records will be created. Do you have concerns about how to clean up duplicates in your Salesforce instance? The Salesforce AppExchange offers several duplicate merging tools, of which the most powerful is Demand Tools from CRM Fusion.
This interactive session will coach you in how to use Single Table Dedupe feature of Demand Tools to identify and merge duplicate records, using live data as an example. You could also be guided through the merging process in your own instance during the session (by prior arrangement).
This webinar will be co-guided by Ashima Saigal, Founder of Database Sherpa and Caroline Renard. Ashima is both a Salesforce Certified Administrator and Salesforce Certified Developer. Caroline is Salesforce Certified Administrator as well as a Salesforce MVP.
We are pleased to share our newly updated website! Please poke around, and see what’s new. You’ll notice an explanation of the Sherpa Approach for nonprofits that seek to make peace with their data. Another new item we are excited to offer is a section for Resources – some quick how-tos and guidance from our Sherpas. Our growing Resources section currently includes two resources to help Nonprofits that are considering Salesforce: