Tips, Opinions & Notes from our Team

Distilling our knowledge, experiences, and resources on a wide range of digital, technical, nonprofit, and advocacy topics.

Filtered Training

Managing Duplicates

by Jess Manvell | June 27, 2024

From bugs in your home to duplicate records in your Salesforce, Jess is here to tell you how to remedy the situation.

Best Practices, CRM, Salesforce, Training

Defeating Zombie Spreadsheets

by Kai Addae | June 14, 2024

Our Senior Consultant, Kai, details how to make the transition to your new Salesforce CRM smoothly, ensuring that no zombie spreadsheets rise from the dead.

Best Practices, CRM, Salesforce, Training

Thinking about Salesforce admin certifications?

by Jessica Townsend | March 12, 2021

Whether you are new to Salesforce or have been using it for years, you might be wondering if it is worth your time to pursue a Salesforce Administrator Certification.

Best Practices, CRM, Salesforce, Training