Salesforce Consulting Blog
How Salesforce Data Cloud Can Finally Get Your Teams Speaking the Same Language
If your Sales team talks about “pipeline,” Marketing talks about “leads,” Service talks about “cases,” and Finance talks about “invoices,” you’re not alone. Many enterprises operate in silos. Each department works from different systems, numbers, and priorities.
3 Non-Negotiables for Any Salesforce Consulting Partner Worth Your Investment
If your consulting partner isn’t helping you drive adoption, deliver actionable intelligence, and scale sustainably across teams, you are not set up for success.
Here are three must-haves to expect from any partner optimizing your Salesforce investment:
How Salesforce CPQ aligns Sales, Finance, and Ops without the Complexity
If you’ve ever watched a sales team finalize a deal while Finance is still triple-checking margins…
…and Ops is asking, “Wait, what exactly did we promise the customer?”
Then you already know: misalignment costs time and revenue.
Drive 20% Higher Donor Retention with AI-Powered Salesforce Data Cloud
Every nonprofit and enterprise team faces the same hidden tax on impact: messy CRM data.
Duplicates that make reporting a nightmare. Outdated donor records that tank deliverability. Static reports that look good but don’t drive action. And they are all expensive.
Studies show 55–65% of CRM data goes stale every year, and bad data costs organizations an average of $12.9M annually.
Salesforce AI Agents vs. Manual Campaigns: The ROI Nonprofits Can’t Ignore
Nonprofit teams are under constant pressure to do more with less. Every email, every campaign, every donor touchpoint needs to deliver impact. That’s why the question has evolved: “How do we make every campaign smarter?”
How Nonprofits Use Salesforce to Improve Donor Retention and Engagement
1. Engage Beyond the Gift
Salesforce reports that nearly 7 in 10 donors expect digital access to impact dashboards, and only 31% of nonprofits currently offer them, yet 86% of those saw dashboards significantly boost trust and engagement.
Use Nonprofit Cloud to build a donor-facing dashboard:
Enable Impact Engagement Reports.
Embed summaries in Experience Cloud or community portals.
Automate notifications with Flow to alert donors to new updates.
How to Set Up a Salesforce Patient Portal for Better Engagement
Boost engagement and streamline operations with a Salesforce Patient Portal. This guide from Equals 11 details setup, security, and advanced features for healthcare and nonprofit organizations.
Proactive Churn Risk Reduction Playbook (For Mid-Market Manufacturing, Finance & Nonprofits)
The best time to reduce churn? Before your customer even thinks about it.
You already have Salesforce. You’ve invested thousands (or more). You know you’re sitting on a goldmine of data, but still feel blind when a key account goes quiet… and disappears.
It’s a churn detection issue. And it’s 100% fixable with what you already have.
Here’s what we see with most mid-market orgs:
Does AI Have a Sustainability Dilemma? Research Shows Optimism Despite Energy Demands
Nearly 500 sustainability professionals weighed in:
“AI is reshaping our operations — but at what environmental cost?”
While 38% worry about AI’s negative impact on their sustainability efforts, 57% are optimistic they can balance AI’s energy demands with its transformative benefits.
Your Guide to Scaling with AI Agents: The Agentforce 3 Launch
Salesforce’s Agentforce 3 is here — a platform-level leap designed to solve the biggest blockers to scaling AI agents: visibility, control, and speed. Built on lessons from 8,000+ Agentforce deployments, this release empowers you to build, monitor, and optimize your digital workforce at enterprise scale. Announced: June 23, 2025
Do You Really Need an AI Agent? 5 Scenarios Business Leaders Should Consider
AI agents are changing the way we work.
They automate, assist, and streamline – all while offering 24/7 support and speed that’s hard to ignore.
But here’s the part that doesn’t get talked about enough:
Knowing when not to launch an AI agent is just as valuable as knowing when to embrace one.
Salesforce Is the Latest Hacker Target. Here's How to Protect Yours.
If you use Salesforce, this matters to you.
Google’s Threat Intelligence Group just confirmed a series of targeted attacks affecting 20+ companies across the US and Europe. The goal? Access Salesforce data.
How?
Through voice phishing where hackers call your employees, pretend to be IT support, and convince them to give away credentials or install a fake Salesforce app
How Mid-sized Businesses Are Outpacing Giants with Smarter Tech and AI
There’s a quiet revolution happening in small and medium-sized businesses (SMBs), and it’s not about headcount.
The latest Salesforce Small & Medium Business Trends report surveyed 3,350 SMB leaders across 26 countries. The findings are clear: mid-sized companies aren’t just surviving, they’re scaling with precision. And the ones growing fastest? They’re doing things very differently.
Here’s what the data reveals:
5 Tips to speed up your Salesforce dashboards without upgrading anything
Salesforce Admins, fix your dashboard performance in 5 minutes
If your team has said, “This dashboard takes forever to load”, you're not alone and it’s not a user problem. It’s a system design problem.
This month, we're handing over exactly what enterprise teams must do to fix sluggish Salesforce dashboards. (Spoiler: It's not about buying more storage or upgrading your plan.)
Salesforce Acquires Informatica for $8B: What This Means for the Future of AI + Data
On May 27, 2025, Salesforce announced its definitive agreement to acquire Informatica in an $8 billion deal, a major move aimed at reinforcing Salesforce’s position as the world’s #1 AI CRM.
This acquisition brings together:
Salesforce Einstein + Agentforce (AI-driven decision-making and automation)
The Complete Guide to Nonprofit KPIs
Fundraising & Marketing Metrics That Actually Drive Mission Outcomes
Why KPIs Matter Now More Than Ever
With constant change and limited resources, metrics aren’t just numbers, they’re your compass.
Nonprofit KPIs help you steer your organization with confidence, spot patterns before they become problems, and justify the investments you need to grow impact
AI Agents vs. Automation: Why the Future of Work Won’t Be Scripted
The age of AI agents is here but are your systems, your teams, and your strategy ready to handle them?
What is an AI Agent?
Unlike simple automation bots, AI agents don’t just follow a script.
They observe, decide, and act, often with minimal human input.
Think of them as autonomous digital workers powered by generative AI.
22 AI Agent Terms Every Business Leader Needs To Know
To fully unlock the power of Salesforce Agentforce and Einstein AI, business users and admins alike need a shared language. Here’s your glossary, no jargon, just clarity.
1. Agentic AI
A form of AI that uses autonomous agents to complete multi-step tasks without needing human instruction for every action.
Agentforce is Salesforce’s agentic layer, purpose-built to orchestrate these workflows inside your CRM.
2. AI Agent
How to Save on Your Salesforce Investment: 5 Proven Strategies for Enterprises
Salesforce is a powerful platform, but without strategic oversight, it can become a significant expense.
Here are 5 ways to reduce costs and maximize ROI.
1. Audit and Reallocate Unused Licenses
Many teams continue to pay for inactive users, overlicensed roles, or features no one uses. This is the easiest win.
Next Step:
Go to Setup > Users > Login History and filter for the last 30 days. Export that list and cross-check with active roles.
How nonprofits are future-proofing their grantmaking with Salesforce
When Salesforce announced the sunset of foundationConnect, it marked the end of an era, but it also opened the door to better, smarter ways for nonprofits to manage grants.
For organizations navigating this transition, the real question isn’t just what to replace foundationConnect with. It’s how to evolve your grantmaking strategy using today’s most flexible, data-driven CRM tools.
Here’s what to consider, and how to build a system that’s resilient, scalable, and made for impact.