• Step Up to Einstein Analytics for Salesforce

    Einstein Analytics for Salesforce replacing the “Quarterly Performance” default dashboard to bring critical and actionable performance analytics to the first screen I view when I log into Salesforce. My Beef With Traditional Reporting As a sales leader, most of my Salesforce requirements revolve around the following principle: I need my CRM to be an excellent…

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  • 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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  • Pardot Authentication Model: What’s Changing in February 2021

    You may have received recent “in-app” notifications or an email regarding an upcoming change to the Pardot authentication model and process. To help boil down what this means for your Pardot users we have assembled a few questions and answers to ensure you are prepared for the change. With the updates not taking place until…

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