Salesforce announced its next generation product to support nonprofit organizations and our team identified the top takeaways
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.
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.
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.
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.