Trusted insights from our team to yours.
6 Tips for Training and Preparing Salesforce End Users
One of our wonderful Consultants, Kelly Scott, shares some unique training tips that promote great end user adoption!
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...
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...
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.
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.
Which Experience Cloud Community Template is Best for Your Team?
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.
Simple Steps to Turn on MFA for Salesforce Users
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.
4 Ways Salesforce.org’s Student Success Hub for K-12 Can Support Enrollment Numbers
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.
On-Demand Webinar: Managing Impactful CTE Pathways & Partnerships
We joined Cherry Creek School District and Salesforce.org to showcase how Education Cloud for K-12 can power Career and Technical Education opportunities and partnerships. Click here to access the on-demand webinar. Speakers include: Sarah Grobbel, Assistant...
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!