Grounded Solutions Network’s Journey to Selecting a New Managed Service Provider Over the past few blog posts, we’ve provided guidance on Building Tech Skills to Use HomeKeeper, Accidental Admin resources, and User Adoption Tips. We thought this series would be helpful as there is a familiar story among non-profits, especially during times of transition, in which technology-related operations
In August 2023, HomeKeeper Consultant Cheryl Curry attended Lizz Hellinga’s presentation “Create Salesforce Adoption Success”, at the Salesforce Admin User Group in Boston, Massachusetts. This presentation provided timely reminders, and the latest best practices, on guiding users through Salesforce day-to-day. HomeKeeper Administrators and others can use these adoption techniques to empower staff daily to take
There are many people who end up in a Salesforce Administrator role without realizing it – that’s where the title ‘Accidental Admin’ comes from! Maybe you’re the most tech savvy person at your organization, maybe you’ve been managing an existing database. People from all backgrounds end up as an Admin, not just traditional ‘IT’ types.
We know – Salesforce is a big, complicated tech BEAST! There are more features and functions than you could ever hope to learn. The good news is that you don’t have to! All you need to know is where the information you are responsible for goes, and that there are tools to make it easier.
Has it been difficult for you to identify mortgage lenders ready to work with your homebuyers? We know that, particularly for programs with long-term affordability restrictions, finding mortgage lenders who understand your program and are willing to lend to your potential buyers can be a big challenge. Sometimes lenders are unfamiliar with unconventional legal agreements
Public House builds efficient and secure online tools to help us address the ever-growing need for workforce housing. Franklin Joyce (Electric Baby) and his team have worked with more than 25 HomeKeeper users to date! In 2012, HomeKeeper asked Public House to build an online application using a popular form tool. Ultimately, digging into the
Hi, Lindsey here! I’ve been HomeKeeper’s Training & Support Specialist since April 2020. I first used Salesforce and the HomeKeeper App just a few years ago as an AmeriCorps turned accidental admin, and in November 2021, I earned my Salesforce Administrator Certification! Between myself and HomeKeeper team member Cheryl, our
In October 2021, a dozen HomeKeeper superusers gathered online with staff on the HomeKeeper team, to discuss the Fall 2021 Salesforce online events, including ideas that could benefit HomeKeeper participating organizations. Based on participation in Dreamforce 2021 and Salesforce.org’s Week of Learning (2021), our key takeaways were: Flow Builder is the automation tool to learn
Cloud Maven, Inc. is a Salesforce ISV partner that helps non-profit organizations get the most value from their investments in tech, while mitigating the risks that come with change. As the creators of Credit Checker, they have worked with several HomeKeeper Users to successfully implement the credit reporting application and are now bringing yet another
Inclusionary housing programs can be key tools for promoting racial equity and housing with lasting affordability, including shared-equity homeownership. But programs vary widely in terms of how successfully they achieve these goals. New resources from Grounded Solutions Network shed light on how to design the most effective inclusionary housing programs. Drawing on data from