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Relationship Management

4 Time-Saving Benefits of a CRM Integration for Nonprofits

CRM data can be difficult keep clean & accurate. Sarah Hale provides tips on what to include in your CRM data policy & procedures to organize your team.

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Engagement Strategies

Increase Productivity

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Customize Record Page Settings

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Salesforce Administrator

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How can I track Returned Mail Items in both the campaigns and contact objects? - Answers - Salesforce Trailblazer Community

Power of Us Hub

Nonprofit Success Pack (NPSP) Documentation

Part 2: The Bad & Ugly - Upgrading to Salesforce NPSP 3.0

In part one of this series, we covered the good news about converting to NPSP 3.0 Household Account model and how to know if your data was conversion ready. If your data is ready, there are many excellent resources available on exactly how to convert.

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What are best practices for bad postal addresses?

I work with a number of organizations that do a lot of outreach via postal mail. What is the best way to handle the bad addresses when returned mail is received? I do not want to simply delete the

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ZoomInfo Operations

5 Salesforce Admin Tricks You Didn’t Know About – RingLead

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Tax Planning

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Getting Back Together

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Routine Salesforce data management is crucial to business success, supporting the data quality needs of multiple departments.

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Challenge Not yet complete... here's what's wrong: An update to an account record failed to update the mailing address fields of all child contact records. - Salesforce Developer Community