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3 Challenges of Nonprofit Case Management and How Technology Can Solve Them
Nonprofit case management is a collaborative process to assess, plan, implement, and monitor services. This complex process is not without...
Artificial Intelligence, Not for Profit, Salesforce
Salesforce Agentforce Toronto 2025 Recap
A few weeks ago, I attended Salesforce’s Agentforce World Tour in Toronto and let me just say: AI is no...
Artificial Intelligence, Microsoft, Not for Profit, Salesforce
AI Is Here—What Nonprofits Can Learn from the Online Giving Era as AI Takes Hold
In the late 1990s and early 2000s, nonprofits faced a digital crossroads. Some embraced online donations early and reaped the...
Make the move from foundationConnect to Salesforce Nonprofit Cloud for Grantmaking with RSM
Salesforce is retiring foundationConnect, and now is the time for grantmakers to migrate to Salesforce Nonprofit Cloud for Grantmaking—a more...
Merging Mountains: Successful Org Merges in Salesforce
Org merges. Just the phrase can send shivers down the spine of even the most seasoned Salesforce admin. It’s a...
All Roads Lead to San Francisco: Why Dreamforce 2025 Should Be on Your Radar
This blog updated was on Friday, August 21, 2025 to update pricing status. Dust off your trail badges and start...
Embrace the Future: Migrating from Process Builders and Workflows with RSM
Why Read This Blog? You may have heard about the end of support for Process Builders and Workflows and transition...
Spring ‘26 Transition from Profiles to Permission Sets, Are You Ready?
In 2023, Salesforce announced the planned retirement of permissions on Profiles. However, in 2024, they declared they were no longer...
The Importance of Designing and Building a Robust Quote-to-Cash Process
The quote-to-cash (QTC) process encompasses everything from generating the initial quote to receiving payment (similarly, lead-to-cash (LTC) represents a larger...
Key Features and Benefits of Salesforce Field Service
Salesforce Field Service is a key application in the Salesforce platform that helps organizations modernize their field operations. For companies...