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...
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.
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.