Convio Common Ground progress report
It’s been a little over a month since I signed on the dotted line for Common Ground, Convio’s Force.com application for nonprofit donation and constituent management. Here’s a little update on how it’s going.
Tip: Easy Salesforce Logins
When you’ve been using Salesforce for a while, you accumulate logins. You may have a login for your main instance, a login for your sandbox (a dupe of your instance without data that you can use to try new things) and maybe even logins for developer edition instances. Here’s a tip for creating one-click Salesforce…
We’ve been using Salesforce as our primary everything database since mid 2006. Our database is set up based on the old nonprofit best practice of putting individual constituents/donors in a bucket “Individual” account. Contacts are linked to donations solely through contact roles. With new goodies from Salesforce like Apex, summary fields and cross-object formulas, it’s…