Resource Center
Trusted insights from our team to yours.
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.
Which Experience Cloud Community Template is Best for Your Team?
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.
Simple Steps to Turn on MFA for Salesforce Users
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.
4 Ways Salesforce.org’s Student Success Hub for K-12 Can Support Enrollment Numbers
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.
On-Demand Webinar: Managing Impactful CTE Pathways & Partnerships
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...
Digital Fundraising with Salesforce.org’s Elevate
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.
Successfully Migrate Data onto the Salesforce Platform
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.
Reduce Melt: How Wingate University is Transforming the Student Onboarding Process
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!
How Salesforce.org Can Setup Your Career Services Team for Success
Katie Mrskos outlines the ways Career Service CRM requirements can be configured using Salesforce’s Education Cloud objects and native Salesforce components.
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.