Where is your Salesforce org headed—and is it prepared for what’s next?

In this interactive session, we’ll walk through a Salesforce Strategy Check, designed to help nonprofit organizations take a clear, practical look at their Salesforce roadmap over the next 12–36 months. The discussion will focus on how to evaluate your current setup, prioritize features and initiatives, and make informed decisions about what to turn on, what to defer, and where innovation (including automation and AI) can add real value.

We’ll cover topics such as:

• Assessing your current Salesforce data structure and readiness

• Aligning business goals with platform capabilities

• Feature prioritization and roadmap planning

• Change management and adoption considerations

• Common pitfalls nonprofits face as their Salesforce org matures

This session is ideal for Salesforce admins, architects, IT leaders, and nonprofit operations teams looking for a practical, strategic framework they can apply right away. Expect a conversational format with real‑world insights and time for questions and discussion.