Resource Center
Trusted insights from our team to yours.
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.
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.