Importing Salesforce Data: Top Tools

Importing Salesforce Data: Top Tools

Importing data in Salesforce can be more challenging than your experience with simpler CRMs. There is a good reason for this complexity. You are uploading to a database that can capture a much richer set of data. The Salesforce import process also better assures that...
Migrating from Raiser’s Edge to SalesForce

Migrating from Raiser’s Edge to SalesForce

Many nonprofits are migrating away from Raiser’s Edge. These nonprofits are realizing they can do better than Raiser’s Edge’s limited donor management capabilities and steep price. Many are saying goodbye to Raiser’s Edge and its parent company...
Salesforce Program Management For Nonprofits

Salesforce Program Management For Nonprofits

Managing social and human services programs is hard, especially when they are tracked on paper or in spreadsheets. Things tend to get even more complicated when funders demand reports and measurements. And program management gets even more challenging when nonprofit...
Salesforce Multi-Factor Authentication Implementation

Salesforce Multi-Factor Authentication Implementation

Salesforce Multi-Factor Authentication  (MFA) Required Salesforce Multi-Factor Authentication (MFA) is required to provide greater security for your organization’s data. Learn about the changes MFA will have on your organization and how to get the conversation...