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The Ethical Consultant
I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
Stratus for Blackbaud Migration: A Smarter Path to Salesforce
Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic
Agentforce Education Migration: Helping Your Student Data Work Smarter
Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day
From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation
See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.
Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation
Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build
The Digital Government Imperative: Why Salesforce is Transforming State and Local Services
State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage.
Blackbaud Discontinued Crystal Reports – Now What?
Blackbaud recently announced the end of support of a few applications hosted in their Citrix environments, including Crystal Reports (CT). Find out how Salesforce Tableau can
Salesforce Education Cloud Winter ’22 Release: What You Need To Know
The Salesforce.org Winter ’22 Education Cloud Release features several updates and optimizations designed to help make institution operations more efficient.
Salesforce Nonprofit Success Pack (NPSP) Winter ’22 Release: What You Need to Know
The NPSP Winter '22 release is introducing the Elevate Power of Us Edition, offering new ways to manage undeliverable addresses track Change Logs for Recurring Donations,
Migrating from Blackbaud Luminate CRM and Luminate Online to Salesforce
When harmony is created through technology systems like Nonprofit Cloud and Pardot, so too is it created for the diverse allies of the Rainforest Alliance as
