by Rachel Natik | May 18, 2017 | Blog
Does your synagogue have a Hebrew Day/Religious School program? Do you wish that you could better manage your students and enrollments? With the Congregation Connect School Module, having a 360° view of your school has never been so easy. Our School Module takes the hard work out of classroom management and provides a streamlined process to record your data. Let’s start with the students, otherwise known as Contacts. Use the Contact record to store pertinent and personal information for each student. Customized fields to store medical information and emergency contacts are already included within the module. The Household Account record will also provide further insights into the student, such as parent names and with their contact information. The Class object is used for each course offered within your school. For example, you may have a separate Class for each grade up until 4th grade. The 5th and 6th grade classes may have a beginner and advanced track so you would be able create separate class records for each. Meetings represent the actual sessions that each class has. The 2nd grade may meet weekly on Wednesday at 4:00 pm. The 6th grade advanced class may meet weekly, on Mondays & Thursdays at 6:00 pm. You can use the Schedule Meetings tool to quickly create all the meeting records by selecting the date parameters for these meetings. To enroll students in a class, simply create an enrollment record, linking a Contact to a Class. You can indicate their enrollment date and drop-out information, as needed. As you enroll students, the number of Enrolled Students on the Class record will update with the current total. On Thursday,...
by Rachel Natik | Jul 14, 2016 | Blog
Congregation Connect is a managed application on the Salesforce platform for synagogues to manage their members. Below, we have compiled a list of the top 10 reasons Synagogues are using Congregation Connect. 1. It’s in the cloud. Congregation Connect is completely based online and can be accessed anywhere, at any time – as long as you have internet access! You are no longer limited to servers or your office computer. Easily connecting with your congregation, and having a dynamic, up-to-date view of your organization has never been easier. Our scheduled releases are automatically pushed into the system, without requiring you to download or install anything. 2. It’s mobile! Yes, more than being cloud-based, Congregation Connect is easily accessible from your mobile phone or tablet. With a simple navigation menu and intuitive functionality, you can have a 360 degree view of your synagogue at any given moment. A few screen clicks is all it takes to record a visit with a congregant, update contact information, or create an internal follow-up task. These are just some use cases of what can be done with Salesforce1 – the mobile app. 3. It’s for synagogues. Congregation Connect was designed to suit the religious needs of synagogues. With 3 complete synagogue modules (Financials, Membership, School) we have all the components you need to manage your organization. Some of our most popular features includes Yahrzeit tracking, Torah readings (Aliyot), automatic Hebrew date conversions, and Religious/Hebrew School enrollment. 4. It’s functional. Being a synagogue administrator can be a rather complex position with multiple duties and various details and task to track. Congregation Connect offers an abundance of functions to cover all your...
by Janna Rawls | Oct 29, 2015 | Blog
12 MONTHS OF FREE LICENSES If you sign up for Congregation Connect before January 15, 2016, we will waive your user fees until January 2017!* Congregation Connect helps you manage your synagogue, using the Salesforce platform. It offers a 360 degree view of your entire community, providing real-time data and robust reporting capabilities. Did we mention it’s built for the social and mobile era, so you can reach your constituents wherever they are located? Additionally, Congregation Connect Provides: Full Account Receivables Integration with Accounting Member Portal Online Event Management Cemetery Management Yartzeit and Aliyot Tracking Clergy Services Built-in Fundraising School Management Outlook and Google Integration Workflow Automation Mobile Application What are you waiting for? Submit the form below and get started today! *This offer applies to new customers who subscribe Gold Level Congregation Connect licenses. It does not include Apsona, member portal, Quickbooks integration or online forms. Implementation fees still apply. Implementation start dates will be assigned on a first signed, first served basis, dependent upon consultant...
by Cloud for Good Blog | Jun 30, 2015 | Blog
Data is a four letter word, but it doesn’t have to be a dirty one. Clean and complete data means trustworthy data, and trustworthy data is what will ensure user adoption at your organization. Importing and maintaining clean data can feel like a daunting chore, especially when you’re just getting up and running in Salesforce, but there are a number of tools to lighten your load. These range from the basic import wizards and merge tools that are built into Salesforce, to a number of more powerful applications. And the really good news is, all of it, even the third-party programs, are free to Nonprofits, so there’s no added cost to making sure you avoid the heavy price of dirty data. Best Practices: Start by Improving the quality of your data files Whether you need to load data records into Salesforce for the first time, or you want to improve the quality of the data that’s already in your system, or you need to augment that data with new information, there are some best practices you should follow before running any imports. No tool will perform its functions well if the file you’re importing with it contains sloppy or incomplete data. Your first step should always be to do some basic level of cleanup on the data files you plan to import. This can include: Put First Names and Last Names in separate fields. Unless your constituents are pop singers and Brazilian soccer players, they probably have at least two names, and you should load them that way. Last Name should be 100% populated. Keep the data in your...
by Cloud for Good Blog | Jun 23, 2015 | Blog
There are times, in the life of a database administrator, when you just have to go back to good ol’ Excel. We use it for taking data apart, for finding duplicates and flagging them, for sorting up and down to find anomalies and errors. We use it to replace whole columns of one number with another. Francis Scudellari from the Cloud for Good team started this discussion with this excellent post, Keeping it Clean: The Data Import Basics. Check that out to get started thinking about your data importing. One of the most common uses, however is for putting cells TOGETHER. Usually this happens when I have a FirstName column and a LastName column and we need a Full Name column also. Sometimes we need to put one line of the address together with the second line. Excel calls this function “concatenation,” but I always think of it as “sticking things together.” Let’s see just how easy this is. We start with a name issue. Here we have a list of names. Some are husbands and wives, but for the first example, all we want to do is get full names for everybody. Say I’m addressing envelopes for an invitation and I want to invite each individual. I’ve exported my contacts pages, and I’m looking at split names. I need to find a way to get them all into one cell. Click the formula button above your table. It looks like fx. Notice that I’ve already created the “destination” column. Your concatenation needs someplace to go! Insert function comes up and CONCATENATE is at the top of the list!...
