Resource Center
Trusted insights from our team to yours.
Meet Matt Nosco, Our New Director of AI Innovation
We’re glad to share that Matt Nosco has stepped into a new role as our Director of AI Innovation. This promotion recognizes what he already brings: someone who gets genuinely energized by a hard problem and by the people it helps, which is what this role needs. A...
Before Your Nonprofit Launches Agentforce: A Fundraising Team’s Prep Checklist
The Preparation For our clients running impactful nonprofit organizations, implementing Agentforce is an important decision that isn’t always an easy lift. Where we’ve seen clients get the most bang for their buck is when they’ve taken the time to prepare their org in...
Why Nonprofits and Schools Are Moving from Raiser’s Edge to Salesforce
Raiser's Edge users report ongoing pricing hikes, including new platform fees added for compliance and feature maintenance. For mission-driven organizations already stretched thin, that's often the moment the question shifts from "Can we afford to migrate?" to "Can we...
Preparing Your K-12 District for Agentforce: What Actually Comes First
The Preparation We work inside K12 Salesforce environments every day, and one thing has become clear: school districts that see real, lasting value from Agentforce aren't necessarily the ones with the biggest budgets or the most technical staff. They're the ones who...
Slack: An Immediate Win for Education and Nonprofit Teams
Your team may already be using Slack, but are they leveraging it to get immediate wins? Most nonprofit and education organizations don't have a shortage of tools. Slack may be an underutilized tool, used to say hello to a coworker, check in on a project, or send in...
From Spreadsheets to a Single Source of Truth: How San Marcos Unified School District Transformed Operations with Salesforce
San Marcos Unified School District (SMUSD) is one of the top five school districts in San Diego County, with 19 schools, 19,000+ students, and an unwavering commitment to giving every learner the best possible environment to grow. But behind the scenes, the...
Beyond the Browser: How Salesforce Headless 360 Opens New Doors for Mission-Driven Organizations
A family applying to an afterschool program fills out a form on the organization's website. Within minutes, a caseworker gets a prioritization flag in the tool they already use every day. A high school counselor receives an alert about a student whose engagement has...
From Foundation to Future: How the Holdsworth Center Modernized Its Salesforce Platform with Agentforce Education Cloud
Located on a beautiful campus right on the shores of Lake Austin, the Holdsworth Center proudly serves Texas schools by dedicating time to developing its leaders. Through offering rigorous programming and deeply personalized career coaching, the Holdsworth Center has...
Webinar: Driving Workforce Outcomes in Salesforce with Culinary Academy of Las Vegas
Learn how Culinary Academy of Las Vegas went from managing student enrollment, programs, and wraparound services in thousands of disparate spreadsheets to a unified Agentforce Nonprofit (NPC) system that supports their entire learner and alumni journey in Salesforce....
Webinar: Building a Unified Enrollment Ecosystem for K-12 Families with Hawai’i Preparatory Academy
Learn how leaders from Hawai’i Preparatory Academy are utilizing Salesforce solutions and their strategic partnership with Elevation Solutions to: - Streamline admissions operations - Improve family engagement - Create a more connected enrollment journey from inquiry...
Transforming Hiring at Scale: How Columbus City Schools Reimagined Applicant Tracking with Salesforce and Tableau
In the heart of one of America’s largest cities, Columbus City Schools (CCS) serves as a cornerstone of education in Ohio. As the largest public school district in the state, CCS supports 47,000 students across 115 schools (Pre-K–12) with a dedicated workforce of...
Transforming IT Support at Scale: How Cherry Creek School District Modernized Helpdesk Operations with Salesforce and Agentforce
Cherry Creek School District (CCSD) is one of Colorado’s largest and most recognized public school districts, serving over 53,000 students across more than 67 schools in the Denver metro area. With a workforce of 7,900 employees — spanning teachers, administrators,...