Results: surveys for success

Winter is coming, so be sure to bundle up with the features in Salesforce’s Winter '25 release. Come out of the cold, cozy up by the fire, and read about some of our favorite features that will keep you nice and toasty.

As the chill of winter draws nearer, Salesforce is turning up the heat with the Winter ‘25 release for Nonprofit Cloud! Packed with exciting features, this update is all about making your nonprofit operations smoother, faster, and more impactful. Whether you're managing campaigns, tracking donations, or reviewing grant applications, these new tools are designed to give you that warm, fuzzy feeling of getting more done with less effort.

The future of education is here, and Salesforce is leading the charge with its latest Winter '25 Education Cloud updates. These updates will revolutionize the way your institution operates, making learning smoother, more engaging, and more intuitive for everyone involved. Bundle up and get ready to explore the coolest features Salesforce has to offer this season!

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!

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.

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!

Salesforce is turning up the heat on quality-of-life features in the Summer '23 Nonprofit Cloud update! Whether it's faster bulk service deliveries entries or filtering Elevate payments during exporting, this release is sure to make your Salesforce users rest a little easier during these summer months.

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.

We're kicking off 2025 with Salesforce's Spring release updates for Nonprofit Cloud! From streamlining fundraising efforts to enhancing donor relations and simplifying grant management, these new features are designed to save time, improve accuracy, and give you the flexibility to tailor your processes to your organization’s needs.

Spring is on its way, and so is the Spring '25 Salesforce release for Education Cloud! These fresh enhancements mean new possibilities for your institution, helping you foster stronger student relationships, streamline operations, and create a more engaging educational experience. Let’s explore the top new features that will transform how your institution functions this spring!

Spring is around the corner and so is Salesforce’s Spring '25 Release. From Agentforce features to flow enhancements to the new UI, Salesforce's Spring ‘25 release is sure to keep you busy as a bee this spring!

Selecting and implementing a new customer relationship management (CRM) software can be daunting for a small business. Luckily, Salesforce offers its Starter and Pro Suites, which provide a simplified, quick-to-set-up experience that your small business can start using right away.

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.

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!

The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.

Salesforce Service Cloud offers a long list of powerful tools to help you realize the potential of your service team. With the endless opportunities for customization, you may be wondering, “Where do I begin?” This guide will provide you an overview of the information you will need to build a successful Service Cloud implementation.

There are many things to take into consideration when developing and deploying a Salesforce Sales Cloud implementation that will take your business to the next level. In this article, we go over all of the basic information you’ll need to know to get a jump start on your Salesforce journey and get you set up on the right path to success with Salesforce.

The sheer number of ways you can customize your Salesforce org to address a particular need can cause fear, uncertainty, and doubt (FUD). But by understanding your business processes and breaking down the requirements into digestible and translatable objectives, you can be confident that the solutions you build will meet your needs. In addition, properly deployed custom objects play a crucial role in delivering on Salesforce's inherent promise of customizability.

Salesforce Nonprofit Cloud offers a comprehensive suite of tools tailored to help nonprofits manage their operations, from fundraising and program management to donor engagement. If you're looking to explore these features, obtaining access to a trial org is a great way to start. Here's how you can set up a Nonprofit Cloud trial org.

Double data entry no more! Your contact, quote, online order, whatever your form includes will automatically be dropped into FileMaker. We will show\_you how to integrate a WordPress form, the most popular content management system, to drop data\_directly into FileMaker in real time.