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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.

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.

It’s not Just Your Org: Why Raiser’s Edge Migrations are Difficult

We do a lot of Raiser’s Edge migrations at Arkus — no, really, we even did a webinar about it — and one of the guarantees during the migration process is there ...

How Animal Crossing Reminded Me of Salesforce Implementations

Three highlights on how playing the video game Animal Crossing underlined strategies on how to successfully implement Salesforce.

Constituent Wars Part II: How Raiser’s Edge Gifts Translate to Salesforce

Our migration journey continues with tips on moving gifts, campaigns, appeals, and more from Raiser's Edge into Salesforce.

Constituent Wars Part I: How Raiser’s Edge Relationships Translate to Salesforce

Get ready for the first installment in an epic trilogy about triumph at the end of the often perilous journey from Raiser's Edge to Salesforce.

Best Practices for Transitioning to Lightning

With the upcoming deadline of transitioning all environments to Lightning, there is a lot of buzz about what to do and how to do it seamlessly.

Lightning Migration Tips for Nonprofits

Tips to ease the transition your nonprofit will make to Lightning Experience.

Audit Fields and Your Salesforce Data Migration

How to use the “Create Audit Fields” permission to capture valuable insights otherwise lost in the migration to a new org.

Tips to Prepare for Data Migration

If I could go back in time and tell myself a few tips to prepare for a data migration to Salesforce, I would. But since Salesforce has not invented a time ...