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Recent blog posts

  • This post explores the risks and rewards of early technology adoption and offers practical considerations for deciding when to embrace new features.

  • Is your data seaworthy? Is it clean, complete, and useful? This blog post explores the six Cs of data health which will help you chart a course toward more trust in your CRM data allowing you to make better decisions throughout your voyage.

  • The Dreamforce 26 recap has dropped, with an entirely human take on the latest Salesforce updates that we recommend nonprofits know about, including AIForce, Claudeforce, the return of Nonprofit Cloud, and more.

  • Cut down on manual, error-prone Salesforce data entry by deploying an Agentforce Employee Agent that lets staff create records, check data, and register people for events through natural-language conversation instead of manual forms.

  • A UI review, where someone logs in as a specific user profile and evaluates the org the way that person actually experiences it, is one of the simplest and highest-impact things you can do to reduce friction, improve data quality, and make Salesforce work for your team instead of against them.

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