How to Guides

SOQL How-To Guide

Learn the fundamentals of Salesforce Object Query Language (SOQL) with practical examples, relationship queries, and real-world use cases to help you get more from your Salesforce data.

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SOQL How-To Guide
Why Cloning Salesforce Campaign Member Statuses Is a Game-Changer for Recurring Programmes

Why Cloning Salesforce Campaign Member Statuses...

If your organisation runs recurring campaigns — annual events, monthly webinars, quarterly appeals — you've probably felt the pain of setting up Campaign Member Statuses from scratch every single time....

Why Cloning Salesforce Campaign Membe...

If your organisation runs recurring campaigns — annual events, monthly webinars, quarterly appeal...

Read more
How to Use the "+" Sign in Email Addresses (Email Aliasing)

How to Use the "+" Sign in Email Addresses (Ema...

Many email providers, including Gmail and Microsoft 365 (depending on configuration), support a feature called email aliasing or plus addressing. This technique allows you to add a plus sign (+)...

How to Use the "+" Sign in Email Addr...

Many email providers, including Gmail and Microsoft 365 (depending on configuration), support a f...

Read more
Automating offline community fundraising

Automating offline community fundraising

How PANDA built a low-touch, high-care workflow model

Automating offline community fundraising

How PANDA built a low-touch, high-care workflow model

Read more
Is Your Nonprofit's Email Landing in Spam? Here's the Fix.

Is Your Nonprofit's Email Landing in Spam? Here...

Your donors open an email from you — or they don't. And increasingly, whether they even see it comes down to something most organisations have never thought about: email authentication....

Is Your Nonprofit's Email Landing in ...

Your donors open an email from you — or they don't. And increasingly, whether they even see it co...

Read more
How to Build Your Personal Portfolio on Salesforce

How to Build Your Personal Portfolio on Salesforce

Building a Personal Portfolio on Salesforce is a great way to impress prospective employers

How to Build Your Personal Portfolio ...

Building a Personal Portfolio on Salesforce is a great way to impress prospective employers

Read more
How to Leave a Salesforce Org (the Right Way)

How to Leave a Salesforce Org (the Right Way)

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-stakes move, both for your professional reputation and the...

How to Leave a Salesforce Org (the Ri...

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-...

Read more
SOQL How-To Guide

SOQL How-To Guide

Learn the fundamentals of Salesforce Object Query Language (SOQL) with practical examples, relationship queries, and real-world use cases to help you get more from your Salesforce data.

SOQL How-To Guide

Learn the fundamentals of Salesforce Object Query Language (SOQL) with practical examples, relati...

Read more
Why Cloning Salesforce Campaign Member Statuses Is a Game-Changer for Recurring Programmes

Why Cloning Salesforce Campaign Member Statuses...

If your organisation runs recurring campaigns — annual events, monthly webinars, quarterly appeals — you've probably felt the pain of setting up Campaign Member Statuses from scratch every single time....

Why Cloning Salesforce Campaign Membe...

If your organisation runs recurring campaigns — annual events, monthly webinars, quarterly appeal...

Read more
How to Use the "+" Sign in Email Addresses (Email Aliasing)

How to Use the "+" Sign in Email Addresses (Ema...

Many email providers, including Gmail and Microsoft 365 (depending on configuration), support a feature called email aliasing or plus addressing. This technique allows you to add a plus sign (+)...

How to Use the "+" Sign in Email Addr...

Many email providers, including Gmail and Microsoft 365 (depending on configuration), support a f...

Read more
Automating offline community fundraising

Automating offline community fundraising

How PANDA built a low-touch, high-care workflow model

Automating offline community fundraising

How PANDA built a low-touch, high-care workflow model

Read more
Is Your Nonprofit's Email Landing in Spam? Here's the Fix.

Is Your Nonprofit's Email Landing in Spam? Here...

Your donors open an email from you — or they don't. And increasingly, whether they even see it comes down to something most organisations have never thought about: email authentication....

Is Your Nonprofit's Email Landing in ...

Your donors open an email from you — or they don't. And increasingly, whether they even see it co...

Read more
How to Build Your Personal Portfolio on Salesforce

How to Build Your Personal Portfolio on Salesforce

Building a Personal Portfolio on Salesforce is a great way to impress prospective employers

How to Build Your Personal Portfolio ...

Building a Personal Portfolio on Salesforce is a great way to impress prospective employers

Read more
How to Leave a Salesforce Org (the Right Way)

How to Leave a Salesforce Org (the Right Way)

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-stakes move, both for your professional reputation and the...

How to Leave a Salesforce Org (the Ri...

Leaving a Salesforce org - whether at the end of a project, a contract, or a job - can be a high-...

Read more