Salesforce’s New Product: Nonprofit Cloud

When Salesforce announced Nonprofit Cloud (NPC) in March 2023, it did not come the fanfare typical of new Salesforce products. It was not showcased at Dreamforce, or any other major event, with the bells and whistles typical of a Salesforce headline or announcement. It came through a blog post by Lori Freeman, VP and GM

Finding the Right Technology Partner

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

Salesforce User Adoption Tips from Lizz Hellinga

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

Wait…I’m an Admin! Now What?!

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.

Opportunity Spotlight: Finding Mortgage Lender Partners

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

Product Spotlight: Process Applications Easily with Public House

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

Our staff is now 4x Salesforce Certified!

          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

HK Team hosts Post-Salesforce Learning Events Chat

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’s Week of Learning (2021), our key takeaways were: Flow Builder is the automation tool to learn

Product Spotlight: Engage Clients with SMS & eFax Guru

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