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  1. Mission Control - Smarter Decisions Through Aligned Data
    by Berkeley Baker — published Jun 02, 2025 — last modified Jun 25, 2025 04:27 PM — filed under: Blog, Data Strategy, Data Migrations, Webinar
    Arkus data expert Steve Parrott joins as our guest on this month's Client Success webinar to explain how organizations can unlock smarter decision-making by ...
    Located in Archive / 2025
    Mission Control - Smarter Decisions Through Aligned Data
  2. Salesforce Success Demo: Nonprofit Cloud Smart Start
    by Berkeley Baker — published May 08, 2025 — last modified Jun 02, 2025 03:08 PM — filed under: Blog, Nonprofit Cloud, Demo, Nonprofits
    Nonprofit Cloud, the core of Salesforce for Nonprofits, is a single solution to fund programs, deliver services, and measure impact. Learn how the fundraising ...
    Located in Archive / 2025
    Salesforce Success Demo: Nonprofit Cloud Smart Start
  3. Do You Need a Salesforce Tune-up?
    by Berkeley Baker — published Mar 31, 2025 — last modified Apr 23, 2025 06:40 PM — filed under: Flows, Webinars, Marketing Cloud, Blog
    With Workflow and Process Builder support ending in 2025, Salesforce Flows are the key to next-level automation. Our recent webinar showcases how custom Flows ...
    Located in Archive / 2025
    Do You Need a Salesforce Tune-up?
  4. Constituent Wars Part III: Actions and Notes Strike Back
    by Berkeley Baker — published Dec 11, 2020 — filed under: Blog, Data Migration, Admin Tips
    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.
    Located in Archive / 2020
    Constituent Wars Part III: Actions and Notes Strike Back
  5. Constituent Wars Part II: How Raiser’s Edge Gifts Translate to Salesforce
    by Berkeley Baker — published May 08, 2020 — filed under: Blog, Data Migration, NPSP, Nonprofit Cloud
    Our migration journey continues with tips on moving gifts, campaigns, appeals, and more from Raiser's Edge into Salesforce.
    Located in Archive / 2020
    Constituent Wars Part II: How Raiser’s Edge Gifts Translate to Salesforce
  6. Constituent Wars Part I: How Raiser’s Edge Relationships Translate to Salesforce
    by Berkeley Baker — published Jan 09, 2020 — last modified Jan 10, 2020 12:39 AM — filed under: Blog, Data Migration, NPSP
    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.
    Located in Archive / 2020
    Constituent Wars Part I: How Raiser’s Edge Relationships Translate to Salesforce
  7. Record Types in Salesforce Explained
    by Berkeley Baker — published Nov 22, 2019 — last modified Jul 23, 2021 08:55 PM — filed under: Blog, Salesforce, Record Types, Objects
    Record Types are an extremely powerful function of Salesforce. Here’s a brief look at how to properly use them.
    Located in Archive / 2019
    Record Types in Salesforce Explained
  8. Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
    by Berkeley Baker — published Aug 06, 2019 — last modified Aug 07, 2019 04:50 PM — filed under: Blog, NPSP, Workflow Rules, Automation
    Quick Tips to Improve Membership Management in Salesforce for Nonprofits
    Located in Archive / 2019
    Quick Tips for Managing Memberships with NPSP Using Quick Actions and Workflows
  9. Dreamforce 17 - Where Words Meet Actions
    by Berkeley Baker — last modified Jun 11, 2019 04:14 PM — filed under: Keynote, Dreamforce 17, PepUp Tech, Blog, Volunteer
    Dreamforce 2017 has come and gone. How do we meet the challenge and truly become Trailblazers for the next generation as it was expressed throughout the ...
    Located in Archive / 2017
    Dreamforce 17 - Where Words Meet Actions
  10. Tips to Prepare for Data Migration
    by Berkeley Baker — last modified Jun 11, 2019 04:09 PM — filed under: Blog, Data Migration, Salesforce
    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 ...
    Located in Archive / 2017
    Tips to Prepare for Data Migration
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