Case Study: Idaho Conservation League achieves cleaner Salesforce and better donor tracking with Idealist Consulting

Idaho Conservation League cleans up 600 records with Idealist Consulting

The Idaho Conservation League, an environmental nonprofit, needed to upgrade its Salesforce instance from the Nonprofit Starter Pack (NPSP) 2.0 to improve its constituent and donor tracking. Their challenge involved cleaning up data and moving from a one-to-one model to a more efficient household account model to better manage donations and attributions. They engaged the vendor Idealist Consulting to assist with this NPSP 3.0 upgrade.

Idealist Consulting provided a solution that began with creating hygiene reports to identify and clean up data, particularly around opportunity and donation records. They guided the cleanup process and implemented the new household account model in a sandbox before going live. The result was a much cleaner Salesforce for the Idaho Conservation League, which streamlined the donation process, eliminated attribution worries, and established a solid foundation of trusted data for future campaigns.

Idaho Conservation League