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Meet Caitlin, Our  K12 Practice Lead!

Meet Caitlin, Our K12 Practice Lead!

Elevation Solutions is excited to introduce our K12 Practice Lead, Caitlin Pfeiffer! A 14x Salesforce Certified Solution Architect and Consulting Professional with 18+ years of CRM strategy and implementation consulting experience.

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Salesforce Spring ’23 Release Highlights

Salesforce Spring ’23 Release Highlights

Salesforce’s Spring ‘23 Product Release became generally available this week and is jam packed with helpful updates. This post includes some aspects of this release we’re excited about. If you have a component in mind you don’t see below but would like to know more about, let us know!

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5 Ways K-12 Teams Can Secure Student Data

5 Ways K-12 Teams Can Secure Student Data

Education agencies, districts, and schools are prime targets for cyberattacks because of the type and amount of personal data maintained in their systems. The good news is having a formal policy in place doesn’t have to be complicated or time consuming to ensure your student’s information is protected.

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Components of a Holistic Engagement & Fundraising Strategy

Components of a Holistic Engagement & Fundraising Strategy

According to a recent poll conducted by Ruffalo Noel Levitz, 58% of fundraising leaders said their team members leave because they are asked to take on too much. In addition to that, 34% percent of those same leaders said that they are not giving their team the tools...

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3 Exciting Salesforce Winter ’23 Release Features

3 Exciting Salesforce Winter ’23 Release Features

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...

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5 things to Know About Managing Grants with Salesforce

5 things to Know About Managing Grants with Salesforce

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.

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