Everything You Need to Get More From Salesforce
Free guides, interactive tools, and a plain-English glossary built from 11+ years of Salesforce consulting. No fluff, no paywalls on the tools.
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Salesforce Org Health Score
8 questions. Instant score. Honest assessment of where your org stands.
What percentage of your team actively uses Salesforce every week?
Guides Worth Printing
Practical, opinionated resources built from real client work. Enter your email and download instantly.
3-page PDF
The 30-Point Salesforce Audit Checklist for Nonprofits
Find exactly what is broken in your Salesforce org and what to fix first. Covers data quality, NPSP configuration, automation health, reporting, and governance.
- 30+ actionable items across 5 audit categories
- Covers data quality, NPSP, automation, reporting & governance
- Designed for nonprofit Salesforce admins and operations leads
Best for: Nonprofit Salesforce admins, operations directors
4-page PDF
The 5 Salesforce Reports Your Leadership Team Is Missing
Most orgs have dozens of reports but executives only need a handful of the right ones. This guide covers the 5 that give leadership real visibility into pipeline, activity, and operations.
- Pipeline by Stage, Activity Summary, Revenue by Source
- Cases by Status & Age, Stale Opportunities
- Includes key fields, pro tips, and dashboard recommendations
Best for: Sales leaders, nonprofit executives, operations managers
5-page PDF
Why Your Salesforce Is Not Working: 10 Mistakes and How to Fix Them
After 11+ years of consulting, these are the mistakes I see most often and exactly how to fix each one. From data model design to staff adoption, this guide covers the full picture.
- 10 common mistakes with specific, actionable fixes
- Covers data, NPSP, automation, governance & adoption
- Written from 11+ years of nonprofit Salesforce consulting
Best for: Nonprofit leaders, Salesforce admins, operations teams
2-page PDF
Nonprofit Salesforce Readiness Checklist
Before you implement, migrate, or overhaul your org, use this checklist to assess your readiness. Covers data, staff, budget, leadership buy-in, and technical prerequisites.
- 20+ readiness indicators across 5 categories
- Identify gaps before they become expensive problems
- Designed for nonprofit leaders evaluating a Salesforce project
Best for: Nonprofit executive directors, operations leads, board members
4-page PDF
The Salesforce Admin Hiring Guide: What to Look For and What to Avoid
Hiring the wrong Salesforce admin is an expensive mistake. This guide walks you through exactly what to look for in a resume, what to ask in an interview, and the red flags that should give you pause.
- Resume screening criteria and green/red flags
- 10 interview questions that reveal real competency
- Salary benchmarks and contractor vs. employee tradeoffs
Best for: Nonprofit EDs, HR leads, operations directors
3-page PDF
The Fractional Salesforce Consultant Playbook
Everything you need to know about working with a fractional Salesforce consultant: how engagements work, what to expect, how to prepare, and how to get the most value from every hour.
- How fractional consulting differs from staff augmentation
- What to prepare before your first engagement
- How to measure success and know when to scale up
Best for: Nonprofit leaders, SMB owners, operations managers
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