• Preparing for Salesforce Data Migration with Nonprofit Success Pack

    For many nonprofit organizations, choosing to invest in Salesforce and creating your Salesforce data migration strategy to a brand new CRM can be exciting. However, one challenge that can present itself is not knowing how to fit legacy data into Salesforce Nonprofit Success Pack architecture. This is a crucial step for ensuring that users will…

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  • FormAssembly and Salesforce for Nonprofits

    Throughout my career in the Salesforce ecosystem, there are moments where the same feature request will bubble up for 4 or 5 different customers, and its solution lies just beyond the core capability of Salesforce. In the past, it’s been everything from Salesforce to Quickbooks integration, mapping capabilities, or advanced quoting. Over the last few…

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  • COVID-19 | Leading Your Non-Profit Through Crisis

    The Covid-19 pandemic is creating new, and constantly-evolving reality that is creating unique and complex challenges for non-profits. The impact is farther reaching than most could have anticipated. Across all industries, everyone is feeling the pinch – especially non-profits. The team at Plative is committed to helping as many non-profits as we can during this…

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  • Ask An Expert | Managing Donations With Multiple Entities In Salesforce

    I love helping organizations raise money. Charitable giving has substantially increased over the years. The latest report from Giving USA highlighted that giving has increased year-over-year (with a few exceptions) since 1977. Similarly, the ways in which people give have also proliferated. One of the most notable vehicles is a gift from donors made through…

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