Author: Karen Yu

If you read my previous blog post, then you know that when I’m at Dreamforce, I like to attend product roadmap sessions to see what new features or products are in development at Salesforce. I keep in mind the uses cases or business processes we’ve been struggling with, either internally at ECHO...

Dreamforce is exactly one week away, and soon hundreds of thousands of people will be walking around downtown San Francisco for the biggest event in the Salesforce ecosystem. This year will be my sixth Dreamforce… Yes, that number shocked me too! I feel lucky my job has allowed me to attend all these years, initially...

Do you have the (great) problem of drowning in gifts that need to be processed? These might be pouring in from your end-of-year direct mail campaign, or you might have collected onsite donations at a recent gala event. Either way, you need to get these gifts into Salesforce and FAST.   With the biggest fundraising...

Your organization’s most valuable asset is its data. Aggregating and analyzing this data allows you to gather insights into your constituents and how they engage with your organization. Data is also key to communicating the impact of your programs and fundraising strategies, both internally and externally.  How do you collect all...

With the upcoming Winter ’20 release in October, Salesforce will start auto-transitioning organizations to the Lightning Experience. Lightning has only gotten better since it first launched in 2014, and Salesforce is doubling down to encourage customers to make the switch from Classic. And this is a good...

Fundraising events are a great way to engage with your organization’s donors and partners to showcase the impact of your work and thank them for continuing to support your mission. Whether you host one big event every year, or smaller local events throughout the year, you know it’s a ton of work to plan...