Salesforce

By Rose Palipalli | October 8, 2024

Unless you’ve been hiding under a rock for the past two weeks (or actively avoiding the deluge of Dreamforce content on LinkedIn - no shame here,...

By Maksim Kazartsev | September 5, 2024

In today's competitive landscape, non-profit organizations need to harness the power of data to effectively market their missions and engage their...

By Jessica Richardson | August 29, 2024

Picture yourself standing on the edge of a cliff, gazing at the ocean, with the horizon filled with exciting and scary possibilities. That’s what...

By Maksim Kazartsev | August 7, 2024

In today's data-driven world, the ability to analyze and visualize data effectively is crucial for making informed decisions. Tableau is a powerful...

By Jessica Richardson | July 3, 2024

In today’s data-driven world, organizations that harness the power of data thrive. Data governance is about managing data and using it correctly,...

By Rhoni Rakos | May 20, 2024

While it’s not a new concept, digital transformation has become a hot topic for nonprofits in recent years. Whether it’s because leaders are...

By Rose Palipalli | May 10, 2024

In today's digital age, nonprofits and associations are continually seeking ways to streamline operations, amplify their impact, and better connect...

By Rhoni Rakos | February 29, 2024

In today’s world, data drives so much for nonprofit organizations. Whether it’s to improve member retention with greater personalization or...

By Rhoni Rakos | February 29, 2024

Change is a staple of life for any organization. Whether it’s upgrading part of your tech ecosystem, finding more efficient business processes or...

By Rose Palipalli | February 22, 2024

This article outlines the new features for reports and dashboards that are part of the Spring 24 Salesforce release.

By Rhoni Rakos | February 6, 2024

Data quality is essential for organizations and membership associations. When you want to engage your members with personalized content and...

By Rhoni Rakos | February 6, 2024

As a nonprofit, keeping track of your supporters and donors and managing member relationships is an essential part of how you fulfill your mission....

By Gayathri Kher | June 1, 2023

Salesforce is one of the most popular customer relationship management (CRM) tools used by associations. Part of the reason Salesforce has become so...

By Maira Valencia | May 24, 2022

Exceed your business goals with the Summer ’22 release by seamlessly integrating your data, finding meaningful insights, and building lifelong...

By Stephen St. John | February 17, 2022

Have you ever found yourself trying to figure out how to create a flow, update a page layout, or create a complex formula field, and you can’t get...

By Manav Kher | September 14, 2017

You can solve the countless email bombardment, for you and your users, by creating a new certificate and transitioning all your connected Apps and...