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Plain-language guides for nonprofit and healthcare teams, from people who build and fix these systems every week.
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32 articles
November 3, 2026 · 6 min read
Automating Salesforce User Provisioning from Workday or ADP
How to automate Salesforce user provisioning from Workday or ADP: identity provider and SCIM, middleware, or flows, with the trade-offs of each approach.
Salesforce security
Read the articleNovember 3, 2026 · 5 min read
CalAIM Reporting in Salesforce
How to set up CalAIM reporting in Salesforce: the data to capture, the reports plans and funders ask for, and the mistakes that slow reporting down.
Healthcare & EHR
Read the articleNovember 3, 2026 · 5 min read
Case Management for Nonprofits: Salesforce vs Dedicated Tools
Salesforce or a dedicated tool for nonprofit case management? Compare fit, cost drivers and tradeoffs, and see when each one is the better choice.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Community Health Worker Case Management Software
What community health case management software needs to do for CHW programs, how to compare options, and when Salesforce is a good fit.
Healthcare & EHR
Read the articleNovember 3, 2026 · 5 min read
Donorbox Reporting: Build the Dashboards Your Board Wants
What Donorbox reporting does well, where it stops, and how to build the board dashboards it doesn't give you, with or without a CRM.
Fundraising & reporting
Read the articleNovember 3, 2026 · 5 min read
EHR Integration with Salesforce: HL7, FHIR & Real Costs
How EHR integration with Salesforce works, what drives the cost, and how to choose between HL7 messages, FHIR APIs and an integration platform.
Healthcare & EHR
Read the articleNovember 3, 2026 · 5 min read
Grant Tracking in Salesforce: A Practical Setup
How to do grant tracking in Salesforce: grants you receive versus grants you give, what Agentforce Nonprofit includes, and a practical setup.
Fundraising & reportingNonprofit CRM
Read the articleNovember 3, 2026 · 6 min read
How to Automate Donor Tax Receipts (Year-End Guide)
How to automate donation tax receipts: what the IRS requires, what to include, and how to choose donation tax receipt software before year-end.
Fundraising & reporting
Read the articleNovember 3, 2026 · 7 min read
How to Choose a Salesforce Nonprofit Consultant (Questions to Ask)
How to choose a Salesforce nonprofit consultant: questions on scoping, NPSP and Agentforce Nonprofit experience, references, training and red flags.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
How to Find Over-Permissioned Users in Salesforce
Run a Salesforce user access review: find users with too much access using SOQL, Setup and a simple checklist, then fix it without breaking anyone's work.
Salesforce security
Read the articleNovember 3, 2026 · 5 min read
Is Salesforce Free for Nonprofits? What the Power of Us Program Really Covers
Salesforce gives eligible nonprofits 10 free licenses through Power of Us. See what is free, what still costs money, and how to decide if it is worth it.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Little Green Light vs Bloomerang vs Salesforce
Bloomerang vs Little Green Light, and when Salesforce is the better fit. Compare pricing models, who each serves best, and how to avoid overbuying.
Nonprofit CRMFundraising & reporting
Read the articleNovember 3, 2026 · 5 min read
Neon CRM Alternative for Growing Nonprofits
Looking for a Neon CRM alternative? See when Neon still fits, when to consider Bloomerang, Little Green Light or Salesforce, and what to check first.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Nonprofit Board Report Template + Dashboard Examples
A nonprofit board report template you can copy: sections, metrics to track, dashboard examples and tips for a one-page report your board will read.
Fundraising & reporting
Read the articleNovember 3, 2026 · 5 min read
Nonprofit CRM Software Compared: Pricing, Features, Fit
Compare nonprofit CRM software: how Bloomerang, Little Green Light, Neon CRM and Salesforce price, who each fits, and what to ask before you choose.
Nonprofit CRM
Read the articleNovember 3, 2026 · 8 min read
Outgrowing Spreadsheets: When a Nonprofit Should Move to Salesforce
Moving from a nonprofit spreadsheet to CRM? See the signs it's time, the signs it isn't, what the move involves and how to keep your history.
Nonprofit CRM
Read the articleNovember 3, 2026 · 7 min read
Salesforce Donation Management: How Nonprofits Track Gifts and Donors
How Salesforce donation management works for nonprofits: gifts, recurring giving, soft credits, households and receipts in NPSP and Agentforce Nonprofit.
Fundraising & reportingNonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Salesforce Health Cloud for Community Health Organizations
What Salesforce Health Cloud does, when a community health nonprofit needs it, and when Agentforce Nonprofit or NPSP with custom objects is enough.
Healthcare & EHR
Read the articleNovember 3, 2026 · 6 min read
Salesforce HIPAA BAA: What It Covers and What Is Still Your Job
Salesforce offers a HIPAA BAA for a defined list of services. See what a BAA is, what it covers, and what your healthcare nonprofit must still configure.
Healthcare & EHRSalesforce security
Read the articleNovember 3, 2026 · 7 min read
Salesforce Nonprofit Cloud (Agentforce Nonprofit): What It Is and Who It Fits
Salesforce Nonprofit Cloud is now called Agentforce Nonprofit. See what it includes, who it fits, who can stay on NPSP, and what to ask before you buy.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Salesforce Nonprofit Cloud vs NPSP: What Changed and Should You Move?
Nonprofit Cloud vs NPSP: how Agentforce Nonprofit differs, what NPSP still does, and a plain way to decide if and when your nonprofit should move.
Nonprofit CRM
Read the articleNovember 3, 2026 · 5 min read
Salesforce Permission Sets vs Profiles: 2026 Migration Guide
Salesforce permission sets vs profiles in 2026: what Salesforce said about retiring profile permissions, what each does, and how to migrate step by step.
Salesforce security
Read the articleNovember 3, 2026 · 6 min read
Salesforce Sharing Model Best Practices
Set org-wide defaults, role hierarchy and Salesforce sharing rules so staff see only what they need. A plain guide for admins and nonprofit leaders.
Salesforce security
Read the articleNovember 3, 2026 · 6 min read
Salesforce Shield: Is It Worth It? (Event Monitoring, Encryption, Audit Trail)
Salesforce Shield adds Platform Encryption, Event Monitoring and Field Audit Trail. See what each does, what you can do without it, and who should buy it.
Salesforce security
Read the articleNovember 3, 2026 · 6 min read
Salesforce SOC 2 Compliance Checklist
What Salesforce SOC 2 means, what Salesforce covers, and the access, logging and offboarding checks your own org needs before an audit.
Salesforce security
Read the articleNovember 3, 2026 · 5 min read
Salesforce User Offboarding Checklist
A step-by-step Salesforce user offboarding checklist: freeze, reassign records and jobs, deactivate safely, and prove it was done for your next audit.
Salesforce security
Read the articleNovember 3, 2026 · 6 min read
SCIM Provisioning for Salesforce, Explained
Salesforce SCIM lets your identity provider create, update and deactivate users for you. See what it does, what it doesn't, and how to set it up safely.
Salesforce security
Read the articleNovember 3, 2026 · 9 min read
What a Nonprofit Should Track From Day One (and What Can Wait)
What to put in your nonprofit donor database from day one: key donor, gift, consent, program and grant fields, IRS basics, and what can wait.
Fundraising & reportingNonprofit CRM
Read the articleNovember 3, 2026 · 9 min read
Which CRM Should a New Nonprofit Use? A Practical Starter Guide
Starting a nonprofit? Compare three paths for your first CRM (spreadsheet, a nonprofit CRM or Salesforce) and what to ask before you commit.
Nonprofit CRM
Read the articleOctober 22, 2026 · 4 min read
HL7 vs FHIR: what healthcare nonprofits need to know before connecting Salesforce
HL7 and FHIR are both ways to share health data. See how they differ, which one your hospital or health information exchange sends, and what Salesforce needs to receive it.
Healthcare & EHR
Read the articleSeptember 15, 2026 · 5 min read
Who can see your clients' health data in Salesforce? Permissions, PHI and PII explained
A handful of Salesforce permissions let a user see or export every client record. Learn which ones matter for PHI and PII, who should have them, and how to check your org.
Salesforce securityHealthcare & EHR
Read the articleMay 15, 2026 · 4 min read
Is NPSP going away? What nonprofits need to know in 2026
NPSP is still supported and there's no deadline to leave. See what Salesforce has said, what changed, and how to decide when your nonprofit should move.
Nonprofit CRM
Read the article