Resource Center
Trusted insights from our team to yours.
The Next Evolution in Salesforce for Education: Our First Look at the New Education Cloud
After getting a firsthand look at these new innovations, and our consultants put together our top key takeaways of the next generation product
Salesforce Spring Cleaning – Tips and Tools for Tidying Up Duplicates
There are various native tools that support you in every season to clean your data within your Salesforce instance.
Salesforce Announces The New Nonprofit Cloud
Salesforce announced its next generation product to support nonprofit organizations and our team identified the top takeaways
Meet Caitlin, Our K12 Practice Lead!
Elevation Solutions is excited to introduce our K12 Practice Lead, Caitlin Pfeiffer! A 14x Salesforce Certified Solution Architect and Consulting Professional with 18+ years of CRM strategy and implementation consulting experience.
Salesforce Spring ’23 Release Highlights
Salesforce’s Spring ‘23 Product Release became generally available this week and is jam packed with helpful updates. This post includes some aspects of this release we’re excited about. If you have a component in mind you don’t see below but would like to know more about, let us know!
Top Reasons to Attend Education Summit 2023
Our VP of Client Success shares why Salesforce’s 2023 Education Summit should be on your list of events this year.
5 Ways K-12 Teams Can Secure Student Data
Education agencies, districts, and schools are prime targets for cyberattacks because of the type and amount of personal data maintained in their systems. The good news is having a formal policy in place doesn’t have to be complicated or time consuming to ensure your student’s information is protected.
6 Tips for Training and Preparing Salesforce End Users
One of our wonderful Consultants, Kelly Scott, shares some unique training tips that promote great end user adoption!
Components of a Holistic Engagement & Fundraising Strategy
According to a recent poll conducted by Ruffalo Noel Levitz, 58% of fundraising leaders said their team members leave because they are asked to take on too much. In addition to that, 34% percent of those same leaders said that they are not giving their team the tools...
3 Exciting Salesforce Winter ’23 Release Features
The Salesforce Winter `23 release is just around the corner and Jamie Sohngen, a Consultant at Elevation Solutions, is sharing the top 3 features our team is excited to utilize. General enhancements to reports and dashboards The Winter `23 rollout will allow users...
5 things to Know About Managing Grants with Salesforce
Grants management is one of the most intricate processes for grantee and grant seeking organizations alike .Salesforce has strong options for all involved in the grant making, grant management and grant seeking aspects of funding programs. These are the top 5 things we believe it’s important to know about grant management with Salesforce.org.
Do You Need Native Volunteers for Salesforce or an Experience Cloud Volunteer Portal?
Is native Volunteers for Salesforce or an Experience Cloud Volunteer Portal better for your nonprofit team? We’ll give you a rundown of the two options in this post.