Practical Salesforce Guides — Free to Download
Checklists, guides, and frameworks built from 11+ years of hands-on Salesforce consulting. Select a resource, fill out the short form, and your PDF downloads instantly to your device.
The 30-Point Salesforce Audit Checklist for Nonprofits
3-page PDF · Free
Use this checklist to find exactly what's 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
The 5 Salesforce Reports Your Leadership Team Is Missing
4-page PDF · Free
Most Salesforce orgs have dozens of reports — but executives only need a handful of the right ones. This guide covers the 5 reports 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
Why Your Salesforce Isn't Working — 10 Mistakes and How to Fix Them
5-page PDF · Free
After 11+ years of Salesforce 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
Written by John Holloway — Founder, Holloway Tech Consulting
3x Salesforce Certified · 11+ Years Experience · Remote Nationwide
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