Blog

10 Steps to a Sustainable Salesforce Org

Salesforce is one of the most widely used CRM platforms in the world. As we navigate the realities of climate change and environmental degradation, it's crucial to integrate sustainability into our technology practices. We discuss 10 steps you can take to create a more sustainable Salesforce org.

Maria Thompson  /  Salesforce  /  June 26th, 2024

Webinar: Empowering Nonprofits with Salesforce AI

Jeremiah Kincaid, VP of Salesforce Consulting at DB Services, explores how Salesforce AI technologies can benefit nonprofits. During the session, we discuss practical use cases for the Einstein suite of products and best practices for implementing AI responsibly in your Salesforce org. Includes live demos.

Maria Thompson  /  Salesforce,  Webinars  /  May 14th, 2024

Salesforce Nonprofit Cloud Summer '24 Highlights

Things are heating up over at Salesforce! The Summer '24 release brings updates and enhancements to Salesforce Nonprofit Cloud, including new tools to measure campaign success, create custom donor scores, collaborate on grant applications, and more. It's sure to be a summer of efficiency and effectiveness!

Maria Thompson  /  Salesforce  /  April 25th, 2024

Salesforce Summer '24 Highlights

Salesforce’s Summer ‘24 update is here, and its features are like a breath of fresh air. Let’s go over some of the cool features that are sure to help you beat the summer heat!

Jason Swan  /  Salesforce  /  April 24th, 2024

Salesforce Nonprofit Cloud Implementation Guide

While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.

Jason Swan  /  Salesforce,  Free Downloads  /  March 8th, 2024

Salesforce Einstein Activity Capture Guide

Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.

Jason Swan  /  Salesforce  /  January 24th, 2024

Salesforce Financial Services Cloud Spring '24 Highlights

Spring is on the horizon, and so is Salesforce's Spring '24 release, bringing elevated efficiency, enriched user experiences, and enhanced operations to Salesforce Financial Services Cloud! As the cold of winter fades away, let's embrace the warmth of innovation and delve into the exciting updates awaiting us in the Spring '24 release.

Maria Thompson  /  Salesforce  /  December 21st, 2023

Salesforce Nonprofit Cloud Spring '24 Highlights

While many of us are still feeling the chill of winter, Salesforce's Spring '24 release is in bloom! Let's review some of the highlights from this release that will lead to brighter days ahead in Salesforce Nonprofit Cloud.

Maria Thompson  /  Salesforce  /  December 21st, 2023

Salesforce Spring '24 Highlights

Spring is in the air with new features from Salesforce’s Spring ‘24 update! This release comes with many features that are sure to give you spring fever. Let’s go over some of the interesting features that will turn you from a hibernating bear into a spring chicken.

Jason Swan  /  Salesforce  /  December 20th, 2023

The New Salesforce Nonprofit Cloud: How To Upgrade

You’ve decided to upgrade to the new Salesforce Nonprofit Cloud, designed to increase the impact of your organization by giving you modules to improve the planning, tracking, and efficiency of your organization's services, but you're not sure where to start. Let's walk through some of the considerations when upgrading.

Jason Swan  /  Salesforce  /  October 30th, 2023

External File Storage for Salesforce

Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.

Jason Swan  /  Salesforce,  Free Downloads  /  September 18th, 2023

Salesforce Financial Services Cloud Winter '24 Highlights

Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.

Maria Thompson  /  Salesforce,  News  /  August 21st, 2023

Salesforce Nonprofit Cloud Winter '24 Highlights

With the new Salesforce Nonprofit Cloud, now built on and backed by the power of the Salesforce Platform, your organization can be more efficient and streamlined than ever. We discuss some of our favorite new features in the Salesforce Winter ‘24 release that are sure to warm your heart!

Maria Thompson  /  News,  Salesforce  /  August 18th, 2023

Salesforce Winter '24 Release Highlights

Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.

Jeremiah Kincaid  /  Salesforce,  News  /  August 17th, 2023

Salesforce Financial Services Cloud Implementation Guide

You’ve decided to use Salesforce Financial Services Cloud...but where do you begin? How can you utilize Salesforce to track all your customer interactions and give the best advice for your customers’ needs? Whether you're an insurance company, a bank, or an investment company, Salesforce Financial Services Cloud (FSC) is the platform for you. This comprehensive guide will walk you through the steps to create a successful implementation that will make FSC work for you!

Jason Swan  /  Salesforce,  Free Downloads  /  July 18th, 2023

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