Salesforce

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...

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...

I was super excited to attend this month’s Bay Area Nonprofit User Group because the topic was "What Can Communities Do For You" and I’ve seen many organizations hugely benefit from this application of the Salesforce platform. Also, I have to be honest that...

The Salesforce Spring ’19 Release is now out in your production instances, as I’m sure you’ve noticed by the new image of Einstein on your load screens! Don’t worry, our team of Salesforce consultants is here to go through all 432 pages of the release notes so you don’t have to. We’ve highlighted just some of our favorite new features below for...