2026
A quick recap on the conversations and insights experienced at my first AMMC conference held in Los Angeles in October of 2026.
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.
The new Salesforce Agent Builder in Agentforce Studio introduces Agent Script, a control layer that finally lets builders define exactly which parts of an agent must behave the same way every time, making Agentforce reliable enough for the mission-critical nonprofit workflows where inconsistency isn't just inconvenient but harmful.
See how a game-changing integration with two technology tools is helping National Ovarian Cancer Coalition make everyday tasks simpler and easier for their internal team.
Salesforce is tightening security on the platform, and that's a good thing, but there are actions you need to take to ensure the changes don't create any issues for your team.
In this guide we'll walk through the steps to access free credits to use Agentforce, and how to enable, configure, and train an Agent to answer questions about your Salesforce data in plain language.
The new Salesforce Agentforce Builder finally gives nonprofits a way to make sure their AI agent does the same thing every time, not just most of the time, which is critical when real people's benefits, donations, and grant applications are on the line.
Don't cut corners during the integration process or overlook the need to establish integration users. Follow these instructions to set up them up properly.
A trip to the Dominican Republic with our client becomes a story of hope, as technology helps scale community-centered care to help even more people around the world.
Avoid potentially confusing credit processing pitfalls with this expert take on best-in-class configurations for fields and objects when tracking gifted funds.
Salesforce stepped up platform security to stop vishing-based attacks by blocking user self-authorization, but admins must now audit connected apps to proactively manage permissions, prevent broken integrations, and resolve security risks.
Salesforce Data 360 connectors help marketing teams unify disconnected data, reduce manual work, and power smarter, more personalized automation in Marketing Cloud.