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Considerations for Migration and Merge of Orgs

In this post we’ll take a look at the complexity of migrating or merging Salesforce environments.

4 Sessions We're Excited for at Nonprofit Dreamin

Here's a look at some of the Nonprofit Dreamin sessions we're looking forward to joining the most.

Cloud Computing Predictions for 2021

Time to get the crystal ball out of quarantine and make some predictions for 2021.

The Winter ‘21 Quick Guide to Getting Started with Email-to-Case Threading

Does your organization use Cases to store customer issues or requests? Are you using Thread ID in the email subject or body to associate email responses to the ...

High-Level User Stories for Salesforce & Slack

Super-user predictions for what is headed our way when the powers of Salesforce and Slack combine.

Constituent Wars Part III: Actions and Notes Strike Back

It's all about actions and notes in the finale of this three-part series on how to move from Raiser's Edge to Salesforce.

What You Need to Know Before Registering for a Salesforce Exam

Learning the tips and procedures for scheduling the Salesforce certifications exams.

Salesforce Winter ‘21 Release Enhancements For Nonprofit Program And Case Management

An overview of the Salesforce Winter ‘21 Release features for the Program Management Module (PMM) and Case Management Module (CMM)

High Reward Outcomes with Salesforce: 7 Steps to Success

Here’s a look at an evaluation framework that will help you create short-term actions and long-term plans to net high-reward outcomes with Salesforce.

Using DLRS To Find a Donor’s First Gift Campaign

Here we’ll take a look at how to use a popular admin tool to find and report on a donor’s first gift campaign.