The Agenda Builder for Dreamforce 2017 is live, and nonprofits have plenty of sessions to look forward to! With so many sessions, there are lots of decisions to make as you fill up your schedule.

To help you with the process, we’re highlighting 17 sessions you can’t miss if you’re a nonprofit or foundation exploring Salesforce solutions.

Monday, November 6th

Build Great Salesforce Communities for Nonprofit & Higher Education

Join Appirio to learn how to leverage Salesforce Communities to better engage your constituents, faculty, staff, and volunteers. This intermediate level presentation will focus on Nonprofit, Higher Education, and cross-vertical examples, demonstrating Salesforce functionality that enables organizations to better collaborate and improve the constituent and worker experience.

Speaker: Julie Macalik (Appirio)

How Not to Fail at Your Salesforce Implementation

Join Kelly Hardebeck,’s Success Engagement Director, Common Sense Media, and CARE on best practices for planning and executing on your Salesforce implementation, ensuring its success.

Speakers: Kelly Hardebeck (, Gordon Lee (Common Sense Media), Stephanie Greene (CARE International)

Data-Driven Grant Making Helps Employ Millions

REDF (The Roberts Enterprise Development Fund) provides grants to social enterprises that employ millions of people who cannot get work because of histories of homelessness, incarceration, mental health issues, substance abuse or limited education. REDF embraced data-driven grant making by increasing their ability to analyze and assess correlation to successful outcomes. In particular, REDF will demonstrate how common issues faced by grant-making organizations, such as outcomes tracking and managing budget to actuals, could be solved using Salesforce community.

Speakers: Pierre Kaluzny (Sputnik Moment), Nicole Simoneaux (REDF)

It Ain’t Easy Being Enterprise: But It’s Worth It

Speakers: Doug Glaze (Maryville University), Kathleen Lueckeman (Maryville University)

Tuesday, November 7th

Debunking the Myth: Automated, Personalized Emails at Mass Scale

The National MS Society relies on events such as Bike MS to raise funds and awareness for their important cause. Using Marketing Cloud’s automated emails that include dynamic, localized content, they support the user experience, and drive registrations and fundraising for these important events. The Girl Scouts of the USA has a diversity of constituents, from alumna and donors to cookie consumers, parents and volunteers. The Salesforce Marketing Cloud enables staff to send mass, automated emails that remain personalized, saving staff time and increasing engagement with audiences.

Speakers: Kristin Bond (Girl Scouts), Todd Culter (National MS Society)

High-Touch Fundraising at The Salvation Army: Finding the Key to Success

High-touch fundraising takes time and effort to succeed. As the fourth largest nonprofit organization in the US, it is increasingly important for The Salvation Army to make technology work for them to support their major giving and planned giving efforts. Recently, the organization concluded that roundCorner’s NGO Connect and the Salesforce Platform are an unbeatable combination, offering scalability and consistency to harness the power of The Salvation Army as among the most recognizable of international brands. Join us to see how roundCorner empowered The Salvation Army with a new foundation for high-touch fundraising and handed them the key to unlock their success.

Speakers: Rubin Singh (roundCorner), Karen Feher (The Salvation Army East)

Mindshare Meetups – Sustainable Development Goals Pt. 1

Moderator: Julia Cannon (roundCorner) [Quality Education]

10+ Grantmaking Unicorns, Millions in Grants Given, New Grants System: Priceless

Tuesday, November 7, 9:00 AM – 9:20 AM, The Westin St. Francis San Francisco, Grand View Theater

Programs are unicorns. How do you take their manual processes across shadow systems and streamline it? How do you implement new a grants system in an existing Salesforce environment? How do you create a solution that is scalable for the future? The Pew Charitable Trusts (Pew) is driven by the power of knowledge to solve today’s most challenging problems. Through foundationConnect, a grants management solution built on Salesforce, Pew created a centralized hub for all grantmaking activities. Join Pew to learn how Salesforce and the broader ecosystem of apps provided brand consistency across multiple grant programs, promoted transparency and collaboration internally and externally, improved efficiency in contracts management, preserved Pew’s institutional data, and provided insights through reports and dashboards to make informed decisions and get to measurable outcomes.

Speakers: Amit Patel (Accenture), Elizabeth Sweet (The Pew Charitable Trusts)

Discovering Donors: Prospecting with Salesforce and WealthEngine

Tuesday, November 7, 9:30 AM – 9:50 AM, The Westin St. Francis San Francisco, Grand View Theater

Speakers: Melanie Bricker (National Aquarium), Michael Hund (MMRF)

Weathering the Storm of Change Management for Nonprofit, Higher Ed and K-12 (1)

Tuesday, November 7, 12:30 PM – 1:10 PM, The Westin St. Francis San Francisco, Tower Salon B

Scale Your Nonprofit like Bill & Melinda Gates Foundation using SpringCM

Speakers: Chad Berg (Bill & Melinda Gates Foundation), Greg Buchholz (SpringCM)

Elevate Your Moves Management Strategy with Marketing Automation

Speakers: Melissa Foley (Idealist Consulting), Sara Metheny (Idealist Consulting), Sara Yeffa (KVIE Public Television)

In Times of Uncertainty: Proving Results to Funders with Case and Program Mgmt

Speaker: Rem Hoffmann (Exponent Partners)

Wednesday, November 8th

Mindshare Meetups – Solution Lines

Moderator: Dan Lammot (roundCorner) [Fundraising]

Using Einstein Analytics to Improve Operational Efficiencies

Constituents and Care: Two Approaches to Improving Nonprofit Customer Service

Speakers: Jonathan Mergy (Tides), Julie Smack (anyrelm, LLC)

Thursday, November 9th

Change Is in the Air: Strategically Supporting Change Management

Speakers: Sara Darga (Chicago Council on Global Affairs), Keith Heller (Heller Consulting)

We look forward to seeing you at Dreamforce 2017! To keep up with roundCorner at #DF17, follow @roundCornerInc on Twitter.

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