What’s New with Salesforce!

Three times a year, spring, summer and winter, Salesforce releases a new batch of innovative features for new and existing Salesforce systems. Many of these features become automatically accessible when the updates are launched, although you may not notice many of them in your day to day usage.  Most of the updates in the just-launched Spring ’16 Release will not affect your system, but don’t be alarmed if you do notice some small visual changes.

One exciting new offering, which is very useful for all users, is the new Trailhead learning system. Trailhead is a “guided learning path” that uses a series of free, self-driven modules that include tutorials, videos, and guides to help you learn more about Salesforce. The “trail” you take depends on a number of things, like your role with the organization (Admin, Business User or Developer) and your current level of knowledge in that role (Beginner, Intermediate, Advanced).

We highly recommend checking out the Trailhead modules, but remember:  1) Your Salesforce system has been customized to fit your organizational needs and 2) Some of the modules will cover features that are not used in your system.

Click here to check out Salesforce Trailhead!

As always, if you have questions, would like more customized training, want to discuss your existing database, or if you’re just considering getting started in a database, including Salesforce and other software options, we’re here to help!


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For the benefit of the nonprofit sector everywhere, we wanted to provide resources for ways we can continue to operate and grow within this era. And once social distancing begins to fade, what lessons can we take from this to improve our operations permanently. Come back often for more updates.

Accounting & Fiscal Management

  • Structure general ledger, chart of accounts, setup assistance
  • Monthly accounting support: accounts payable, accounts receivable, deposits and receipts, bank reconciliation
  • Payroll preparation
  • Preparation of management reports
  • Financial report preparation for board meetings
  • Grant tracking and reporting
  • Preparation of IRS Form 990
  • Preparation of annual 1099’s
  • Preparation of schedules for independent audit, assistance with audit completion
  • Cleanup of past accounting records
  • Budget preparation assistance, reporting and analysis
  • QuickBooks training

Governance & Strategy Development

  • Governance training
  • Executive mentoring and coaching
  • Board retreat facilitation
  • Strategic planning documents
  • Outcomes and impact measurement and reporting
  • Survey assistance

Database Management

  • Database design and development
  • Gift and demographic data entry
  • Donor acknowledgement letters
  • Import and export of data; mail merges; exports to mail house
  • Data and donor analysis
  • Integration with accounting systems, fund development and social media activities
  • Database training
  • Ongoing support and technical assistance

Fund Development

  • Create annual fund development plan
  • Fund development plan audits
  • Board Training
  • Capital campaigns
  • Grant management: research, writing and reporting
  • Major gifts and planned giving
  • Special event planning and support
  • Annual fund drives
  • Annual appeal mailings