Resource Center
Trusted insights from our team to yours.
What it Takes to Start a CRM Project as an Education Team
As a partner, our goal is to ensure teams are prepared, informed, and self-sufficient. This article is a culmination of our suggestions for teams looking to implement a CRM in their organization.
Get The Most Out of Your Donated Salesforce Licenses
In this webinar recording we discuss Salesforce’s donated licensing option, what out-of-the-box Salesforce can do for you, and what next steps look like once your team is ready to expand their Salesforce capabilities.
Why Should Your Team Utilize Salesforce Leads?
How do leads fit in your education or nonprofit organization’s business process? Katie Mrskos explains what Salesforce leads are, when to use them and when not to.
Salesforce Point-In-Time Reporting with Reporting Snapshots
We walk you through the what, why, when and how of Salesforce reporting snapshots.
Two Options for Automation in Salesforce | Tutorial
In this video tutorial we review automation in Salesforce using process builder and flow. We’ll compare the two methods and address why we suggest flow for most situations.
How to Create Donor Retention Reports in Salesforce | Tutorial
In this detailed tutorial we’ll walk you through how to calculate donor retention and donor churn, generate and customize Salesforce reports that provide these metrics, and add your report to a dashboard.
Reasons to Switch to Salesforce Nonprofit Success Pack
Katie Mrskos shares a few things to think about when considering a move from other fundraising and relationship management platforms to Salesforce Nonprofit Success Pack.
Easily Manage Salesforce Records with Salesforce List Views | Tutorial
In this video we show how to use native list views in Salesforce lightning to pull a targeted list of records such as leads, contacts or opportunities.
Using Approval Processes in Salesforce to Support Application Review | Tutorial
In this short video we will demonstrate how to use the native Salesforce approval process functionality to support admissions application review. While this example uses a higher education process, it can be easily modified to support a variety of approval processes.
Sending List Emails in Salesforce | Tutorial
We walk you through sending a group or mass email using the native Salesforce list email feature in just 5 easy steps.
Why a Salesforce Org Strategy Is Important and How to Start One
Creating a strategy doesn’t have to take a lot of time and can be a great way to confirm you’re architecting the solution correctly, determine how you maintain the integrity of your system long term, set expectations with users, get ahead of concerns, and more.
Should Your Education Departments Be In One Salesforce Environment?
5 things to consider when deciding if a single Salesforce org is best for your various education departments.