Category: Education/Nonprofit

Bloggers and influencers who write about  nonprofits and education in the Salesforce ecosystem.

Fonteva Acquired by Togetherwork

Fonteva Arlington, Va., February 10, 2021 – Fonteva is excited to announce that it has been acquired by Togetherwork, the leader in integrated software and payments for managing communities, groups and organizations. Having spent the last 10 years putting customers…

CRM Launch #1 – Agile Project Management

Over the next six weeks we are talking about the six essential elements to launch your CRM project in 2021.  Read our introductory article here  The first element is embracing Agile Project Management. We would recommend that an organisation launching…

Jerry Huskins Named Trailblazing Entrepreneur by Salesforce

Fonteva As the co-founder of a product built on the Salesforce platform, Fonteva CEO Jerry Huskins has long understood the importance of being part of the Salesforce Ohana.  During the opening of Fonteva’s annual user conference, FUNcon, Jerry shared some…

Celebrating 10 Years of Building a “Forever” Business

Fonteva During the opening of FUNcon ‘19, Fonteva CEO and co-founder, Jerry Huskins, told a story that provides a glimpse into the success Fonteva has enjoyed under his leadership, over the last 10 years. Jerry shared that as a teenager,…

2020 OFN Conference: Finance Justice

Craftsman Technology Group Each year, Opportunity Finance Network (OFN) hosts the CDFI industry’s largest event. As a long time OFN Ally, Craftsman was proud to sponsor the 2020 OFN Conference. This year’s theme, Finance Justice, was relevant to its time…

Salesforce Prefill Connector: Optimize FormAssembly Forms

Craftsman Technology Group CDFIs and other community development organizations are increasingly using online forms to collect applicant and constituent data. Automatically passing this information into Salesforce removes the need for manual entry and enhances user experience. Tools such as FormAssembly’s…

Salesforce Winter ’21 Release Digest

Craftsman Technology Group For more information on the new Flow layout feature shown above reference the ‘Flows – UI updates’ release topic. The Winter ‘21 Release hit sandboxes and some production orgs in September, and will be rolling out to…

Contact Record Types vs. Custom Objects – Which to Choose When Serving Different Populations in Human Services

Orgs That Overcome In considering how to distinguish (in Salesforce) between types of clients participating in different areas in the organization, it is essential first to determine the degree of separation between the different areas or programs. On the one…

My Testing Checklist for Processes/Flows that Create Records Automatically in Salesforce

Orgs That Overcome While we don’t want to waste time needlessly testing for “edge cases,” the different scenarios that might break our automation in Salesforce can become numerous as the automation becomes more robust. Furthermore, something that we judge to…

Brain Health for Salesforce Professionals – To Overcome Challenges with Tech, First Optimize Your Brain

Orgs That Overcome What if our lifestyle choices influence the level of motivation, focus, and mental energy we bring to the task of Salesforce development? What if a person’s “work ethic” isn’t just a matter of will-power and virtue? Photo…