Salesforce Guides and Resources for Real People
Free implementation guides, org health assessments, career tools, and data governance resources. Written by a 13x certified Salesforce Architect who started at EDF and teaches at NYU.
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Salesforce for Recruiters
93,000+ LinkedIn impressions · 400+ new followers · 10 free guides
Screening guides for every Salesforce Cloud, certification decoder, JD templates, and salary benchmarks. Everything recruiters need to place Salesforce talent correctly.
LAUNCHING APRIL 1
What Your Salesforce Org Says About Your Company
10 guides · 10 free templates · Org health to AI readiness
The 400-object org. Flow spaghetti. Reports nobody trusts. The sharing model nobody designed. 10 problems I find every time someone hires me to fix their Salesforce.
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The Admin's Guide to Salesforce Duplicate Management
The report said 12,000 donors. The actual number was 8,500. Three years of duplicate accumulation. Here's how to find, merge, and prevent duplicate records before they wreck your data.
Validation Rules Every Nonprofit Org Should Have
Nonprofit data has unique requirements: donor records, gift processing, constituent relationships. These validation rules prevent the data entry errors that break fundraising operations.
End-of-Year Salesforce Data Governance Checklist
End the year strong with this Salesforce Data Governance Checklist for nonprofits clean data, secure systems, and accurate reports
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CCC provides Salesforce implementation, data governance, and AI governance services for nonprofit, government, healthcare, and enterprise organizations. The same architect who writes these guides builds the systems.