Technopath

Texting clients and donors is something that is vital for nonprofits these days. Join us when Pat McClellan walks us through how his app allows for texting from Salesforce this Saturday at 1 pm. #alwaysbelearning #nonprofits #Salesforce

In nonprofit we often feel overwhelmed. The to-do list never ends. We cross one item off just to add another. And nowhere have we seen the overwhelm cause more feelings of helplessness, incompetence and loneliness than with nonprofit tech. We know we need to get the tech working in order to successfully run programs, reach out to the community and fundraise with ease. Tech = The ability to do more with less. But when we aren't technical, and are feeling stuck, who do we turn to for real support? This week's free Hive Chat sponsor is Sarah Epting of Technopath. Her vision? To create a space where individuals and nonprofits can learn about technological and strategic tools that will allow them to better themselves and their community in a short period of time. Technopath's services are specialized and include: - Salesforce training for NPSP - Nonprofit data strategy and planning - Reporting, automation, and advanced customizations for nonprofits using Salesforce Nonprofit professionals often feel stuck by their tech - which is why we love that Sarah is a trusted resource to help you find success and beat the technical overwhelm. Find some time to connect with her! https://lnkd.in/g-SRHyBm #salesforce #nonprofit #nonprofitorganization #overwhelm #techsupport

Here it is your Salesforce Saturday Roundup! Last week, we explored the future of user management in Salesforce, focusing on personas and permission set groups. We delved into detailed implementations for nonprofits, discussing why Salesforce is transitioning from profiles to permission sets. Big thank you to Matt Henry who showed us how he documents Permission Set Groups (PSGs) and gave us some real use-case tips. A key takeaway for me was learning about muting permissions within permission set groups. This allows for creating a permission set with full access and then muting specific permissions, like delete access, within a group. To catch the full recording, join the Salesforce Saturday LinkedIn group: https://lnkd.in/g5K8hD3 and check out the updated Vimeo showcase. P.S. Please note, there will be no Salesforce Saturday this week. However, the Zoom link will remain open for those who want to gather and do some Trailhead modules together. If interested, please comment in the Salesforce Saturday group or below.

I can not say enough about my experience at the Dreamin' In Color Conference’. I got to see old friends and make new ones. The conference left me energized, motivated, and the theme is sticking of daring to dream and daring to do with me. I didn’t take tons of pictures or make posts during the event because I was taking it all in. I didn’t want to miss a moment. There is so much I would like to share that I will be posting a series of videos/blogs featuring the things I learned over the next couple of weeks. I am so impressed and thankful to Tiffany Spencer ☁️ and her team for putting this amazing conference together. #alwaysbelearning #networking #daretodream #daretodo

I am pumped to say that Cédric Vergé will be presenting at Salesforce Saturday for Nonprofits soon. He is part of the wizarding team crafting UX Magic at Avonni. With Avonni, I was able to build out a pretty awesome UI feature in just 10 minutes. Here's the use case: A year or two ago I was working with a major gifts team that needed a solution to visualize their donor base geographically, filter by portfolio, and quickly access donor details. I wish I had something other than Tableau to offer them at that time, because I built what they wanted with Avonni Flow Components fast! 🏢 What I Built: I created a dynamic donor map within a custom app page. The map not only showcases donor locations but also filters by total gifts and can zoom in based on other selected criteria like Billing State. ⁉ Why It Matters: Imagine effortlessly planning donor events or outreach trips based on geographical insights. Avonni's capabilities empower nonprofits to engage with their donors in a more targeted and impactful way. ⚡ Quick & Easy: With Avonni, setting up this feature was a breeze. In fact, I timed myself building it! From configuring data connections to designing the layout, everything was done swiftly and efficiently. 🖱 Practical Applications: Beyond donor maps, Avonni maps can be customized for various use cases. Think program service areas, client distribution, or any scenario where visualizing data geographically adds value. 🧠 Want to Learn More? Check out the video walkthrough for a step-by-step guide on building your own donor map with Avonni Flow Components. Plus, snag 10 free licenses to explore this tool further here:   https://bit.ly/3Kyl8tL Take a look and let me know a way you think it would be helpful to you #Avonni #Salesforce #NPSP #Nonprofit #DonorEngagement #DataVisualization #TechForGood #alwaysbelearning

Often, there are things nonprofits wish they had within the user interface that they currently don't have. It even came up in a recent Salesforce Saturday when someone requested a presentation entitled: "Page Layouts that make sense!" Some requests come in from users and I've thought, "I think you need a Lightning component for that, but I don't know how to build Lightning Components." I recently discovered this awesome app called Avonni that sits on top of Salesforce, and I’m excited to share it with you. Avonni includes free ScreenFlow components that let you do some really cool things with your user interface. For example, for grants managers, I’ve used Avonni to set up a data table on the left side showing all grant opportunities grouped by stage, and on the right side, there’s a list of upcoming deliverables. It’s been super handy for managing tasks without needing auto flows! One of my favorite features is viewing deliverables in a calendar form. I can see at a glance what’s coming up, like a due date for a Gates Foundation grant. Once the deliverable is done, I can just update the close date, save, and check it off my list. There are so many possibilities with Avonni. You can easily customize data tables, add buttons and icons, and make it searchable and sortable. The Avonni calendar component also allows for easy data mapping and clickable functions, making management a breeze. I’ve only scratched the surface and can’t wait to show you more nonprofit use cases. If you’re interested, check out Avonni here: https://bit.ly/3Kyl8tL #alwaysbelearning #salesforce #awesomeapp #clicksnotcode #nonprofits #NPSP

🎉 Salesforce Saturday Roundup! 🎉 This past week, I shared my journey in planning fundraising events and my vision for an exciting new event called Changemaker Dreamin. The idea is to offer nonprofits not only hands-on training but also opportunities to complete multi-day projects identified ahead of time. Inspired by my work with Hands On Connect Twin Cities and Roots for the Home Team, where we transformed their project management needs in just eight hours, I'm convinced we can replicate this success for other organizations. Imagine a virtual event where nonprofits receive hands-on training and others work on real projects – it’s going to be amazing! 🙌 Special thanks to Lisa, Lee, and Jules for their contributions during our brainstorming session. Here’s some of what what we came up with: Hands-on trainings Flows for nonprofits Page layouts that make sense NPSP customizable roll-ups User adoption challenges Better dashboards Org-wide security understanding Documentation of processes Formulas Also Swag (even for a virtual conference!) Our goal is to create a hybrid event, combining virtual sessions with local nonprofit user group meetups and parties in various cities. This will be more engaging than a simple Zoom webinar and less resource-intensive than a full in-person conference. I'm aiming for a launch date between October and January, with January looking most likely. The energy and ideas from our small group were fantastic, and I’m eager to see this come to life. P.S. One of my favorite ideas was to make this a paid conference with a twist: for each task you complete, you get a portion of your money back. This ensures commitment and adds an extra layer of motivation. 💬 I’d love to hear your thoughts and ideas! If you’re interested in getting involved, please let me know. Stay tuned for updates and join our LinkedIn Salesforce Saturday group to catch the recording of our session. Thank you and have a wonderful week! 🌟 #SalesforceSaturday #Nonprofits #ChangemakerDreamin #HandsOnTraining #FundraisingEvents #SalesforceCommunity #VirtualEvent #Trailblazers

Today I want to shine a spotlight on One Hundred Miles. Technopath has been working with 100 Miles since 2021 and everyone there is a delight. One Hundred Miles (OHM) is dedicated to protecting and preserving Georgia's 100-mile coast through advocacy, education, and citizen engagement.  As a Georgia native, there cause is near and dear to my heart. I love working with their development team and making their systems work better. If you are in the Savannah area or know someone who is, they are hiring for a Development Events Manager. The Development Events Manager will help One Hundred Miles grow support through special events, including creating a new fundraising event in coastal Georgia, managing the Salt Marsh Table dinner series, coordinating cultivation and stewardship events, developing partnerships and support from businesses, and working closely with the Development team. Donate today: https://lnkd.in/eWW4CkPM Learn more here about the position: https://lnkd.in/eaAJKS5x #salesforce #nonprofit #events

I have been asked many times now on materials I used to prepare to NPC consultant exam. Shout out to Sarah Epting and her 30-days study guide / study group for NPSP/NPC content and support. https://lnkd.in/d4BvehQ3 #salesforce #npsp #npc #salesforcecertification

Many find the Salesforce Nonprofit Cloud Consultant exam to be a tough hurdle. In fact, I've just seen posts from people who have struggled to pass it just yesterday. This is a tough one and I've tailored a solution to help you conquer it! This includes a multi-learning style approach. 📆 Join My Free Webinar This Monday! Discover how our Study Group format provides the structured support and resources needed to tackle the most demanding aspects of the exam. We’ve seen firsthand how a focused study plan can turn frustration into certification success! Why Attend? 🌟Understand Common Pitfalls: We’ll discuss where many candidates struggle and how to overcome these challenges. 🌟Access Free Study Resources: Get a sneak peek with Day 1 of our NPSP Edge Course and a 30-day study plan at no cost. 🌟Learn from Success Stories: Hear how others, who once felt overwhelmed, used our methods to pass the exam. 🔗 Reserve Your Spot Now: https://lnkd.in/e2d7TYvt 🔗 Grab your 30-day Study Schedule: https://lnkd.in/eHsthvS9 Whether it’s your first or third attempt, or if you're just considering taking the plunge, this webinar is crafted to boost your confidence and preparation. Don’t let past setbacks hold you back. Join us and transform your preparation into success with Technopath! P.S. The time is coming near where this exam is going to be even more difficult. Come August all bets are off, so don't miss this one. Registrants will receive recording. #Salesforce #Nonprofits #NPSP #NonprofitCloud #CertificationPrep #StudyGroup #Resilience #AlwaysBeLearning