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User Acceptance Testing (UAT) Isn’t Scary!
User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)
Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients
Preparing for Your Data Import: Some Useful Excel Tips and Tricks
Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data
Using Salesforce for Performance Monitoring and Program Evaluation
Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some
Idealware Report: The Landscape of Salesforce for Nonprofits
When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on
One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it
You CAN Do It: Moving Metadata Between Production Instances
When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without
Why a System Administrator Profile Is Not For Everyone
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size
Make the Most of Salesforce Security: Added Assurance in a World of Compromises
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,
As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you
Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy
Top 5 Chrome Extensions for Salesforce Administrators
If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have
Where Purpose Meets Excellence: A Certified Great Place to Work
By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to
Five Ways Managed Services Can Improve User Engagement
By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of
Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space
Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
The Future of Student Information Systems with Salesforce Education Cloud
Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education
What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response
Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to
Why Organizations Must Continue AI Investment Despite Budget Pressures
This guest blog by Applied AI expert James Villarrublia examines a fundamental shift happening in our workforce that encourages organizations to continue investing in AI amid
