Blog – Salesforce
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Model Context Protocol (MCP): The Protocol That Connects AI to Your Business
MCP connects your AI applications to real business data. Here’s what it is, how it works, and what it means for your AI strategy.
What AI Models Know — And What They’ll Never Know — About Your Business
AI models are trained to a fixed cutoff date and have no knowledge of your business data. Learn what that means for your AI applications.
Running a Successful Project with Two Technical Leads
Learn how to successfully run a project with two senior technical leaders to benefit a project, not hold up its progress.
Salesforce Connected App Security Changes
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.