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.
Featured Series
10-PART SERIES
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.
Browse by Topic
NPSP vs Nonprofit Cloud: What Is the Difference?
NPSP is a free add-on. Nonprofit Cloud is a Salesforce product. One is maintained by the community. The other gets Salesforce's engineering investment. Here is what changed, what each includes, and when migration makes sense.
5 Things I Wish I Knew as a New Salesforce Admin
Understanding the foundational aspects of Salesforce administration can significantly ease the transition for new admins and enhance their effectiveness in managing the platform.
Avoid Salesforce Mistakes That Cost Donations on Giving Tuesday
Introduction to Giving Tuesday Challenges: Many nonprofits face technical difficulties on Giving Tuesday, such as slow donation page loading times and delayed automated receipts.
5 Critical Templates Every Salesforce Admin Need
Pardot (now Account Engagement) is Salesforce's B2B marketing automation platform. This guide covers the fundamentals: lead scoring, grading, email automation, and CRM integration.
Need help implementing what you've read?
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.