CRM

From Zero to Agentic Enterprise: A Startup’s Guide to Salesforce AI

AI Synopsis Loading Gathering AI Synopsis… If you want your startup or small business to grow fast – and who doesn’t? – then you need three things: speed, personalization, and efficiency. Luckily, Salesforce has you covered. Salesforce’s unified Agentforce 360 platform, combining customer relationship management (CRM), artificial intelligence (AI) agents, data, and trust, is key

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Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus

For many nonprofits, the decision to move from Nonprofit Success Pack (NPSP) to Nonprofit Cloud (NPC), now known as Agentforce for Nonprofits (AFN), is no longer a question of “if,” but of “how.” The sector’s expectations have changed, and teams need more connected data for reliable reporting and a platform that scales without compounding technical

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Security as a Shared Responsibility Between Provider and Customer

Key Takeaways Salesforce secures the infrastructure, while customers are responsible for protecting their own data, configurations, and access rights. Security is organized into “Invisibles” (built-in protection), “Configurables” (user-managed settings), and “Enhanceables” (advanced add-on security products). Customers should utilize built-in features like Multi-Factor Authentication and the Security Health Check to maintain a strong defense. This summary

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Talk Like an Architect: How to Use the Building Blocks of Communication

Architecture only works when people understand it. Effective communication allows architects to bridge the gap between business needs and technical possibilities by creating a shared understanding across both. This essential skill can be the deciding factor in whether a design gets built, is adopted, drives impact, and achieves scalability — or simply gets scrapped. This is

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From Invisible to Intentional: A Practical Way Admins Can Approach Salesforce Security

Today on the Salesforce Admins Podcast, we talk to Laura Pelkey, Director of Customer Security Communications & Engagement, and Kylie McKlveen, Director of Product Marketing at Salesforce. Join us as we chat about how admins can level up the security of their orgs using a simple framework for understanding security in Salesforce.  You should subscribe

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What Is a Salesforce Architect?

A Salesforce Architect is the strategic anchor of a Salesforce implementation. They are responsible for designing and delivering high-quality solutions that are trusted, easy, and adaptable. Because the Salesforce Platform is vast and ever-expanding due to acquisitions and rapid product development, there is rarely only one way to solve a problem. Consequently, an architect’s primary

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Salesforce Application Manager in the USA or Canada

The Salesforce Application Manager serves as the end-to-end strategic and operational owner of Cloud for Good’s internal Salesforce platform, with responsibility for defining the platform vision, setting and managing the roadmap, and ensuring the Salesforce ecosystem effectively supports GTM, Services, and broader operational priorities.  This role blends product management, business analysis, hands-on Salesforce configuration, and

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Senior Payroll & Compliance Specialist in the USA or Canada

The Senior Payroll & Compliance Specialist plays a critical role in ensuring accurate, compliant, and seamless payroll operations across North America for a multi-jurisdiction, fully remote workforce of 250+ employees, with continued growth both organically and through M&A. As a trusted subject-matter expert and partner to Finance and HR, this role owns end-to-end payroll processing, statutory

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