General Ledger Integration on Salesforce, Part 9 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 8, we wrapped up the gift cycle by reviewing the crucial process of managing adjustments in your CRM to ensure reliable…

General Ledger Integration on Salesforce, Part 8 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 7, we walked through the crucial intermediary steps of the gift cycle, from designing your posting process, to exporting gift transactions…

General Ledger Integration on Salesforce, Part 7 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 6, we walked through the first part of the gift cycle, from entering a donation, to allocating it to a fund…

General Ledger Integration on Salesforce, Part 6 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 5, we introduced the steps in a typical gift cycle at a high level, from entering the gift in the CRM…

General Ledger Integration on Salesforce, Part 5 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 4, we discussed the common factors that can make GL integration difficult for nonprofits. The remainder of articles in this series…

General Ledger Integration with Salesforce, Part 4 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 3, we broke down key General Ledger concepts and processes, from recording debits and credits to preparing nonprofit financial statements. SHINING A LIGHT ON GL INTEGRATION PAINS When…

General Ledger Integration on Salesforce, Part 1 Hello there! My name is Alexandra. I am a Solution Engineer for Salesforce.org based in Chicago, Illinois. Welcome to my blog series about General Ledger integration on Salesforce! I have spent my technology career specializing in nonprofits, and I love it. I’ve worked…

General Ledger Integration on Salesforce, Part 3 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 2, we discussed basic concepts of nonprofit fund accounting. DEBITS AND CREDITS AND ALLOCATIONS, OH MY! “The language of business is finance; the language of finance is accounting…

General Ledger Integration on Salesforce, Part 2 Hello! My name is Alexandra. I am a Solution Engineer for Salesforce.org. Welcome to my blog series about GL integration! In Part 1, we discussed why nonprofits, now more than ever, need to prioritize strong GL integration. ANATOMY OF A DONATION Now that we understand why it’s…