Best Practices

Advancing Diversity, Equity, and Inclusion in Higher Education Part 2

At an organizational level, it is imperative that institutions revisit their culture, behavioral norms, operations, and structure to determine whether they promote and value diversity of stakeholders and thinking, provide a sense...

Advancing Diversity, Equity, and Inclusion in Higher Education

Fighting Systemic Racism and Social Injustice Over the past year and a half, the world has witnessed multiple events that have shone a bright light on systemic racism and social injustice. These events have served as a catalyst...

Surviving a Title IV Program Review

Federal Program Review—this term strikes fear into the hearts of financial aid administrators everywhere. The Federal Student Aid (FSA) division of the US Department of Education (ED) conducts periodic Federal Program Reviews...

Five Unexpected Ways to Use Salesforce on Your Campus to Better Serve Your Faculty and Staff

As Salesforce spreads throughout higher education, its place in advancement, admissions, and advising offices is clear. However, part of the strength of Salesforce is the platform’s ability to support and streamline the business...

“My Automation is Breaking My Import!” - Best Practices for Data Import in Automated Orgs

Importing data into your Salesforce org can be stressful–requiring lots of planning, mapping and testing. Yes, the real stress comes after you run the report. Suddenly, your co-workers are complaining about the thousand...

Leadership for Impact

How can nonprofits have the greatest impact on society in the 21st century? That was a question posed at Expedition Impact, a Salesforce.org event recently convened in Washington, DC that brought together leaders from 100 prominent...

7 Best Practices for a Successful Salesforce Implementation

Having done your due-diligence in selecting Salesforce for Higher Ed as your institution’s CRM platform, it is time to prepare for implementation. Your institution’s readiness will be the difference between a successful and...