Blog – Salesforce
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Connected App Security Changes in Salesforce
Salesforce recently announced some sweeping changes to the utilization of Connected Apps. Learn what it means for your org.
Implementing Moves Management in Salesforce NPSP
Learn how to use Salesforce NPSP to implement moves management, a method for cultivating donor relationships and advancing prospects.
Ethical AI?
As we leverage AI for our clients, we also wrestle with how to do so ethically. Here are our guidelines we use to ensure do so.
Project Managers in Agile: Necessary or Not?
There’s no “PM” in Scrum. But then who manages constraints like budget, timeline, and scope? Explore the PM role in agile development.
How to Set Up Salesforce Forecasting
Learn how to configure Salesforce forecasting to track sales performance, monitor revenue, and empower your team with accurate predictions.
Calculating Donor Lifetime Value and Setting Donor Giving Targets in Salesforce’s NPSP
Learn how to set SMART fundraising goals and track donor lifetime value in Salesforce NPSP to maximize your nonprofit’s fundraising success.
Donor-Advised Fund Tracking in Salesforce: What To Do When Your Donor Uses a DAF to Pay a Pledge
Step-by-step guide to managing donor-advised fund pledges in NPSP. Learn two methods to track DAF payments while maintaining donor data.
Your Salesforce Campaign Member Status Chart is Missing – What to Do Next
The Campaign Member Status Chart is missing from your Campaign page, retired with Winter ’25. Launch this workaround you can implement today.
How to Track Your Donor-Advised Funds in Salesforce NPSP
Learn the best way to track donations from donor-advised funds (DAFs) in Salesforce NPSP from our team of platform experts.
6 Reasons to Use Advanced Salesforce Reporting and Analytics
Learn about the reports and tools that enable users to quickly access and assess information in an easy-to-understand format in Salesforce.
