Trusted insights from our team to yours.
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.
In this post we explain the different Experience Cloud template options, the pros and cons of each, and the approach our team takes when implementing communities.
As of Feb 1, 2022, multi-factor authentication (MFA) will be required to access all Salesforce products. Not to worry! Salesforce made sure plenty of resources were created to make this update manageable.
By centralizing data into one system (goodbye spreadsheets!) and organizing using models specifically designed for education (EDA), teams have easy access to key constituent data such as attributes, attendance, course enrollment, and more.
We joined Cherry Creek School District and Salesforce.org to showcase how Education Cloud for K-12 can power Career and Technical Education opportunities and partnerships. Click here to access the on-demand webinar. Speakers include: Sarah Grobbel, Assistant...
Nonprofits are looking for ways to improve efficiency, automate processes, and gather data in a collaborative and centralized manner – all while working remotely! That’s where Elevate comes in.
We explain the different between data migration and data integration, provide an example specific to higher education, and provide key technical requirements for a data migration.
We teamed up with Wingate University to talk about the student onboarding process. In this webinar we discuss how Wingate utilized Salesforce.org to transform their clearance process and reduce melt!
Katie Mrskos outlines the ways Career Service CRM requirements can be configured using Salesforce’s Education Cloud objects and native Salesforce components.
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.
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.
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.