The Salesforce Admins Podcast is back with another episode of our mini-series, Salesforce for Good, hosted by Marc Baizman, Senior Admin Evangelist at Salesforce and nonprofit veteran. For this episode, we’re talking to Katie McFadden, Co-Founder of Common Voyage, to learn more about the unique ways nonprofits use Salesforce and how you can get involved.

Join us as we talk about how consultants create a vision for technology that supports an organization’s vision and then turn that vision into reality.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Katie McFadden.

 The complexities of a nonprofit organization.

Katie is a Salesforce Consultant for Common Voyage, a company she co-founded that works with nonprofits to help them implement Salesforce. “It’s fun working with nonprofits,” Katie says, “I personally feel like it’s as if you’re running multiple businesses under one roof because they’re managing fundraising, they’re managing programs, maybe they have events or volunteers that they’re managing, so it’s a bit of a crazy world with lots of things to track.”

With so many different business processes happening, it can be a lot for one executive director or leadership team to both create vision and execute that vision. On top of that, there are often more resource constraints involved. As Katie says, “with nonprofits, every penny matters.”

How Katie made her first pitch.

Katie first came into contact with Salesforce as a pet project at her first job, a student exchange nonprofit. “I realized after a while that there were so many good ideas for how to run the program,” she says, “but almost all of the conversations ended in, ‘Yeah, but how are we going to do that?’” So she started researching what tools are out there to help organizations get things done, which is how she came across Salesforce. “I did a whole PowerPoint pitch to my boss—it was my first time making a pitch—and she approved it,” Katie says, “and then I started learning everything I could about Salesforce and working with some consultants to build it out.”

All of this happened in the days before Trailhead was a thing. “I like to say I put myself through Salesforce nightschool,” Katie says. “I googled everything but I had a bunch of usecases and needs at this nonprofit, so I used that as an excuse to learn all this stuff.”

The Nonprofit Success Pack.

One of the big differences between the way nonprofits use Salesforce and what you might find in most implementations is the Nonprofit Success Pack (NPSP). “If we think of Salesforce as the platform, the fundamental tools you get to build out a system, then the Nonprofit Success Pack is a layer on top of that that already understands and knows the types of things that nonprofits need,” Katie says, “I say it wrangles the way the business world uses Salesforce to fit those needs.” That includes more detailed tracking for all the types of fundraising-specific a nonprofit uses to see, for example, who is in the same household and what their relationships are.

It’s not as simple as logging onto the AppExchange and adding the Nonprofit Success Pack to your org. There’s an application process you need to go through, but on the other end of it you can qualify for a free license.

Another crazy story from Dreamforce.

Today, Katie runs her own consultancy helping nonprofits. She got the push she needed thanks to a chance meeting at Dreamforce 2013 headed to the Green Day concert that ended in him offering to put her up in Cape Town, South Africa and learn more about consulting. In her first year, she learned a big lesson: “How do you get comfortable without knowing the answers all the time?”

These days, Katie’s a big advocate of the community as a lifeline for anyone out there who needs help. “There used to be a time when one person could know everything about Salesforce,” Katie says, “but now it’s grown to such an extent that nobody does, so we become reliant on each other to figure out what we need to know.” To give back, she helped create the NPSP Videography Community to create NPSP-specific help videos to share knowledge more effectively. Listen to the full episode to hear more about all the amazing things she’s built, her favorite Salesforce features, and more.

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Full Show Transcript

Marc Baizman: Welcome to the Salesforce For Good miniseries on the Salesforce Admins Podcast. My name is Marc Baizman and I’m a senior admin evangelist here at Salesforce. Before I was an evangelist, I worked at salesforce.org and in the nonprofit world, and I made many incredible connections with people doing amazing things with Salesforce technology and nonprofits, and I really want to share some of them with you.

Marc Baizman: In this podcast miniseries, we’ll be talking to a variety of folks in the Salesforce nonprofit ecosystem, including admins, architects, consultants, and salesforce.org employees. By the end of the series, you’ll learn what makes the nonprofit sector special, how Salesforce technology supports the missions of some amazing organizations that are making a huge impact, and you’ll learn about the fantastic community of people that are making it happen.

Marc Baizman: This week we have the inspiring Katie McFadden here with us to talk about her journey through the Salesforce ecosystem and how she became the cofounder of Common Voyage, a Salesforce consulting firm. Let’s hear from Katie now.

Marc Baizman: Hello Katie. Welcome. Thanks so much for joining us today.

Katie McFadden: Thank you. Great to be here.

Marc Baizman: You betcha. So Katie McFadden, what do you do?

Katie McFadden: I’m a Salesforce consultant. I work at a company called Common Voyage that I cofounded and we work with nonprofit customers and we help them implement Salesforce.

Marc Baizman: Pretty cool. Sounds great. Tell me about working with nonprofit customers. I want to hear more.

Katie McFadden: Yeah, so it’s fun working with nonprofits. I think there’s a lot of misconceptions out there about how complex the lives are of a nonprofit. So sometimes people think that, “Oh, nonprofit, it must be easier or simpler than the for profit world.” But nonprofit space is pretty complicated, and I personally feel like it’s as if you’re running multiple businesses under one roof, because they’re managing fundraising, they’re managing programs, maybe they have events or volunteers that they’re managing. So it is a bit of a crazy world with lots of things to track.

Marc Baizman: Sounds pretty cool. Pretty crazy. So what brought you into this world of nonprofits before you started consulting?

Katie McFadden: Originally, I graduated college, I came out to San Francisco, and I found a job working at a student exchange organization, and I’d studied abroad a few times. I had one of those degrees that doesn’t really shoehorn you into any particular job, so I started at this exchange organization, and yeah, it was a nonprofit. I didn’t really know what that meant, or what the differences were between regular businesses and nonprofits at the time. We didn’t do much fundraising, actually. This is an unusual nonprofit, and that’s where I got my start, kind of intro to the nonprofit world.

Marc Baizman: Cool. And you kind of indicated that you went to college for something that was not necessarily funneling you into a job. Was this a technical degree, or do you have a technical background? Tell me a little more about it.

Katie McFadden: Sure. So I actually don’t have a technical background. I studied international relations, which is politics, economics, history, and I did minor in math. So I guess that’s somewhat technical, but I actually went to an engineering school which had a great computer science program. And in hindsight, I wish I had studied that, but at the time that wasn’t my forte.

Marc Baizman: That’s okay. You’ve landed in it anyway, which is great.

Katie McFadden: Absolutely. I remember when I moved to San Francisco, in fact, I didn’t know the city well, and I realized very quickly that it’s a tech hub. And I remember thinking to myself, “I’m never going to make it in this city because I’m so not a tech person.”

Marc Baizman: So you are a cofounder of a Salesforce consulting firm, is that right?

Katie McFadden: That’s correct.

Marc Baizman: Okay, great. So I’m going to go ahead and say you’ve made it.

Katie McFadden: Thank you.

Marc Baizman: You’re doing it. You’re welcome. So maybe tell me a little bit more about consulting to nonprofits and how maybe that’s different. You’ve mentioned that nonprofits is like having multiple businesses under one roof. I’d love to hear a little bit more about what kind of work that you do and how it differs.

Katie McFadden: Sure. So the consulting work is interesting with nonprofits, because there are so many different simultaneous business units or processes happening. It’s really a lot for one executive director or one leadership team, especially at a small or medium nonprofit, to be creating vision for how to execute a mission, and executing, implementing and executing that. So a lot of what we do as consultants is around that. “How do we help people envision how they can run their programs, or how they can manage their fundraising?” And then, “How do we build it out in a system so that you can execute that vision?”

Marc Baizman: And would you say that nonprofits … I should just ask, nonprofits generally have resource constraints, right? So maybe they don’t have an unlimited budget and tons of people. How does that affect the kind of work that you do?

Katie McFadden: That’s a great question. Yeah. You can actually feel that on consulting calls and engagements with nonprofits. With for profits, and I have consulted for a few for profits, they dilly dally more. They’ll get on a call, tell me about their kids, this and that. With nonprofits, every penny matters so much more, I would say. Or maybe budgets are smaller, so they get on a call and they’re like, “Okay, let’s do it.” They’re usually very engaged. They want to learn as much as they can to become autonomous and empowered. And so there’s some effects, I think. The budget constraint is maybe tricky and not ideal, but some of the effects of that dynamic are actually great, because I think the people tend to be very engaged and appreciate what they’re learning.

Marc Baizman: That’s great. That’s great. There’s nothing better than working with clients that actually appreciate the service that you offer. Right?

Katie McFadden: Exactly.

Marc Baizman: Cool. So I want to talk to you a little more about you. How did you encounter Salesforce? It sounds like you worked at the student exchange nonprofit. When and how did Salesforce come into your life?

Katie McFadden: Yeah. So I got involved with Salesforce sort of on a pet project in my old job. So I worked at this nonprofit, it was an entry level position. I was a program manager and there was a lot of turnover, so I got to see a lot of people come and go in this role. And I realized after a while that there were so many good ideas. People would come in fresh out of college and they’re like, “Hey, we could run it this way,” or, “We should do this with our students, make a passport program,” or all these great ideas, and almost all the conversations ended in, “Yeah, but how are we going to do that?” Right? “We have no way to track that or get that done.”

Katie McFadden: And it became this very discouraging culture of, “Oh, here comes another good idea. Just hush up with your ideas, friend. We can only do so much.” And that really frustrated me after I recognized the pattern, and so I started researching, “There must be tools. We’re not the only people trying to do stuff, right? So what’s out there that can help?” And I found Salesforce. I did a whole pitch, a PowerPoint pitch. I remember it was the first time making a pitch to my boss, and she approved it. She said, “This sounds great. I’m so happy you found it.” And then I started learning everything I could about Salesforce and working with some consultants to build it out.

Marc Baizman: Oh, this is great. Can you timestamp that for us? How long ago was this?

Katie McFadden: I started at that nonprofit at 2010, and maybe about a year, in 2011 or so, is when we started the Salesforce project.

Marc Baizman: Got it. So this predates Trailhead, in fact.

Katie McFadden: Oh yes. Because everything I learned about Salesforce during my big kind of a vamp up or ramp up to learn everything, this was all just Google searching. It was the Wild West. There was no formal curated content. I just had to find forum.

Marc Baizman: Yeah, let’s get into that. How did you learn about Salesforce back then, in those old days?

Katie McFadden: In those wild days. Yeah. Well, I remember my boss allowed me to learn some of this stuff, but mostly we were working with consultants, so my involvement was limited, but I wanted to so much more involved than what was formally required in this position. So I like to say I put myself through a Salesforce night school-

Marc Baizman: Great.

Katie McFadden: … and I remember that my fingers were in pain from being on the track pad for so many hours a day. It actually kind of scared me. I thought, “My fingers shouldn’t be in pain. This feels really weird.”

Marc Baizman: Yeah. That’s not great.

Katie McFadden: I know. So I would do my day job nine to five, and then all evening long I would just kind of voraciously eat up everything I could online about, “What’s a contact? What’s an account? How do you import data? How do you architect objects?” And all this stuff. So yeah, I Googled everything and I had a bunch of use cases and needs at this nonprofit, so I used that as an excuse to learn all this stuff.

Marc Baizman: That’s pretty cool. So tell me about how Salesforce is different for nonprofits. That’s obviously a leading question, but you can … Maybe not necessarily the technology itself, but maybe there’s an application or two that might be unique to nonprofits.

Katie McFadden: Yeah, there might be an application out there.

Marc Baizman: I’ve heard.

Katie McFadden: Yeah. The application for nonprofits is called The Nonprofit Success Pack. And if we think of Salesforce as the platform, so it’s the fundamental, all the tools that you get to build out a system, then The Nonprofit Success Pack is a layer on top of that, that basically it already understands and knows the types of things that nonprofits need, like households, donations, the things that we all share as nonprofits. And I say it kind of wrangles the way that salesforce.com or the business world uses Salesforce to fit those needs.

Marc Baizman: Awesome. Are there any kind of key distinctions that The Nonprofit Success Pack does that maybe stands out as opposed to the way that native Salesforce operates?

Katie McFadden: Sure. So yeah, a lot of The Nonprofit Success Pack functionality is fundraising focused, so we’ve got contacts, accounts, and households, and then we’ve got grants, in kind gifts, matching gifts, all these things that nonprofits do. And then there’s also marketing tools that are maybe less nonprofit specific, and there’s also talk about doing some program management, so things that are less consistent from nonprofit to nonprofit aren’t in the application right now, but they’re trying to get in as much as possible.

Marc Baizman: Sounds great. And you mentioned households, so that’s a record type on the account, object to track information about where people live, right?

Katie McFadden: Correct. Yep. So we can track people in these groupings and know these children are part of this household. We can also track relationships within households, which one’s the spouse, which one’s the brother, the sister, all that.

Marc Baizman: Got it. Sounds good. So we’ve talked a little bit about consulting to nonprofits and how it differs from maybe working with other types of customers. Can you talk a little bit more about those different functional areas? So fundraising, program management, and then the volunteer management piece. I know that salesforce.org also provides an app to help with that as well.

Katie McFadden: Right. So as part of The Nonprofit Success Pack, there’s the Volunteers for Salesforce app, and that helps nonprofits manage just their fleet of volunteers, right? So you’ve got to have applications, you’ve got to have online signups, people updating the shifts that they want to be part of. So all of that is managed by this app called Volunteers for Salesforce.

Marc Baizman: And is that an app on the App Exchange if somebody just wanted to install it?

Katie McFadden: It is, yeah. And it’s also part of the core Nonprofit Success Pack. So whether you’re using the NPSP, I’ll call it just for short, whether you’re using NPSP or you want the Volunteers app separately, you can get it either way.

Marc Baizman: Great. And if folks want the NPSP, there’s a whole separate installer process to get that thing, right? That’s not just an App Exchange install.

Katie McFadden: Correct. Yep. There’s a whole application process for nonprofits to say, “Hey, I’m a nonprofit. I’d like to get the free donated licenses,” and that’ll set you up with The Nonprofit Success Pack if you wish, right out of the gates.

Marc Baizman: Fantastic. That’s great. I’d love to know maybe a little more about you and what role folks have played in your career growth over time. It sounds like you kind of started in this nonprofit, maybe worked for some other nonprofits, and you’re now the co-owner of a consulting company. So your career has grown quite a bit. What role did folks play in that?

Katie McFadden: Sure. So I would say I would give major props to my friend Sam Foss. He played probably the most important role in my whole growth spurt here. So after I was working at the student exchange organization, just found out that I loved doing this sort of work, finding out requirements and building things in Salesforce, I had this thought of, “You know, maybe I want to be in consulting, because then I can do this all day long.” And at the time I was counseling teenagers studying in the US, so I love exchange students, but they can be very difficult when they have issues.

Marc Baizman: Sure.

Katie McFadden: I didn’t really want to go back to that, so I was thinking about that. And then I went to Dreamforce that year, and I was going to the Green Day concert. Every Dreamforce, the annual Salesforce conference has-

Marc Baizman: It’s also the annual Salesforce concert, by the way.

Katie McFadden: True. Some people focus on the concert.

Marc Baizman: Yeah. Apparently there’s a conference that goes on.

Katie McFadden: Apparently.

Marc Baizman: But we’re there for the concert.

Katie McFadden: Exactly. So this year is Green Day. They always have big headliner bands, and I was waiting in line to take a bus to AT&T Park to see this concert, and the person behind me, there was this man behind me who just said kind of casually, “So how’s your Dreamforce going?” And it turns out he’s from abroad, which as someone who works in student exchange and has traveled quite a bit, was quite exciting. He’s from Cape Town, South Africa, and he works at a nonprofit consulting firm in Cape Town doing exactly what I wanted to do. So we ended up chatting. We chatted a bunch that evening, because we were both going on the same concert. And after a while he said, “Well, if you ever want to come out to Cape Town and learn how to do consulting, let us know. You can come live with my family, and we’d put you up and everything.” So a few months afterwards I-

Marc Baizman: That’s amazing.

Katie McFadden: I know.

Marc Baizman: Let’s pause for a minute. That’s amazing. That’s pretty cool.

Katie McFadden: I know. It was such luck that we were in the line and right next to each other, and in a conference with literally thousands and thousands, tens and thousands of people that we connected. So months later, I was ready to make the switch to consulting, and I basically called them up and I said, “Hey, does that offer still stand? Can I ask you a bit?” Got to vet this guy, make sure that he is who he says he is. But I went through that whole process and I did exactly what he proposed. I lived with this family. I’m good friends with his kids, and I went and worked at their consultancy, and it was neat because I didn’t know much about consulting, but I knew a fair amount about Salesforce, and they had consultants but they didn’t know much about Salesforce. So I was able to offer a lot, and they threw me straight into projects, and that’s how I learned how to consult.

Marc Baizman: That’s fantastic. And you did this from their offices in South Africa?

Katie McFadden: Yep. I was in Cape Town for two months, and then I worked for them remotely when I came back to the US.

Marc Baizman: Very, very cool. So what an amazing introduction, and thank you Sam, for all the you that you did to get Katie on board. And it sounds like you were also able to provide a lot of value back to them. Super cool. So what was the hardest part of that and maybe just of your journey generally?

Katie McFadden: Yeah. Let’s say there were two parts in all of this that were hardest for me. One was learning about Salesforce in the Wild West days, so not so much a challenge … Well, a different type of challenge for people now. There’s almost too many resources now. Back then there weren’t enough. That was tricky, to really figure out what I needed and qualify the knowledge that I was able to find and just try things out. So that was one of the challenging phases.

Katie McFadden: And then another challenging phase was my first year of consulting. So when I came back from Cape Town, I ended up working at another firm here based in the US, and the first year was tough. There’s just so much nuance to consulting that’s not just technical. I remember being on a call, and setting up my calls, and thinking, “What headphones do I wear?” You know, even the simplest things, they seem-

Marc Baizman: It’s the perennial consulting challenge, by the way.

Katie McFadden: Absolutely. So there were just so many little things I had to figure out before I could feel comfortable. And how do you get comfortable with not knowing the answers all the time? I felt like I had to know every answer at that stage, and so there were a lot of lessons learned in that first year.

Marc Baizman: That’s great. That’s great. So I’d love to hear maybe, what’s your kind of role in the community? And I’m using community pretty generally, because I know there are a couple of different communities that you’re active in. So I’d love to maybe hear about that a little bit, too.

Katie McFadden: Sure. So I’ve been a big advocate and lover of the Salesforce community, because I do think it is a lifeline in this space. I remember someone told me a long time ago, they said, “You know, Katie, there used to be a time when one person could know everything about Salesforce.” And that just blew my mind. How is that even possible? But back in the day it was that simple. But now it’s grown to such an extent, I mean, Mark Benioff, the CEO, he doesn’t know everything about Salesforce. Literally no one does. And so we’ve become pretty reliant on each other to figure out what we need to know, and that’s what got me into the community. I just needed to ask questions and connect. And so since then I’ve been involved in certainly the local user group. I found them online, and made a lot of friends through that community. I’ve also been involved in community led open source aspects of The Nonprofit Success Pack.

Marc Baizman: Oh, say more about that. That sounds really interesting.

Katie McFadden: Yeah. So The Nonprofit Success Pack is actually an open source package or app. And that means that they’re very open to receiving feedback from the community, and even contributions. And the neat thing about that is that we can get together as a community and define our needs, and actually put together, “What’s most useful?” And say, “Here, this is what we want. Can you include it?” So that’s something that I’ve been part of in terms of documentation. So a bunch of us identified, “We really need some more videos to document the different features, because it’s hard to tell what things do just by reading these long knowledge articles.” And so we started what’s called the NPSP videography committee, and we put together a bunch of videos with Salesforce’s help, salesforce.org, and now that’s a thriving committee. There’s a bunch of members and we go through creating videos on a quarterly basis.

Marc Baizman: That is amazing. How many videos are there?

Katie McFadden: At this point, probably 30 to 40.

Marc Baizman: Wow. That’s amazing.

Katie McFadden: Yeah.

Marc Baizman: That is really, really cool.

Katie McFadden: Yeah. So that was just a blending of talents. I had some videography background and people would offer their voices for our videos, and we all came together to make that happen, and it’s still going on now.

Marc Baizman: Oh. That is so cool. That that leads me to my next question, which is, what are some cool things that you built, or maybe some other cool things that you built in addition to these videos?

Katie McFadden: Sure. There’s so many fun projects over the years. One thing that I love about being a nonprofit consultant is that I get to learn about all these missions, that a lot of them, I don’t know anything about, and they’re very diverse. So just a few that come to mind. I worked with an organic farming certification, actually still work with them, and I put together this whole online community for their farmers, their producers to log in and submit their organic farming requirements, and in the process learned how strict and rigid all the government regulations are for the organic certifications. That was exciting. Yeah, so that was a neat project. Also, the nonprofit I used to work with, we also had a community and we built some really slick kind of forms and ways for people to log in and view information about host families and students and their assignments. So that was probably still to date, even though I’ve been consulting for years, probably one of the most complex Salesforce instances I’ve ever worked on.

Marc Baizman: Is it because you built it and it’s the best?

Katie McFadden: Well, we did work with consultants. I can’t take all the credit.

Marc Baizman: Oh, okay. Fair enough. Fair enough. What are some of your favorite Salesforce or Nonprofit Success Pack or Volunteers for Salesforce features that you like?

Katie McFadden: Oh, there’s so many. So Salesforce features, these days, I’m really getting into these front end features, the features that interface with the users. So a lot of building Salesforce is getting the foundation right and having the right records and fields and all that, but something that we often don’t spend as much time on because it’s not as critical, but it has such a big impact, is the user side. So making beautiful pages. We’re all kind of UX designers, user experience designers now with the tools that we have from recent releases, and so I’m really having a fun time designing pages that are intuitive for users, and then also building flows, which is a Salesforce tool to build a wizard so you can walk a user through a multistep process.

Marc Baizman: That is great. We even did a whole little flow campaign, so definitely check that out. So I’d love for you to give advice to maybe other admins or even other consultants out there who don’t work with nonprofits and maybe want to, and other admins. Again, could be nonprofit admins, could be for profit admins. Just any advice that you have.

Katie McFadden: Sure. Well, my overall advice to folks living and navigating the Salesforce world is to keep asking questions. In my experience, there’s a lot to understand, which can feel daunting, but once you’ve gotten connected to the community through various channels, user groups, community sprints, we have NPSP days, or even online in the Power of Us hub or the Trailblazer community, once you really connect with other people, I think that’s when your Salesforce career kind of comes alive. And so just keep figuring out what you want and asking people, and everyone will sort of usher you in the right direction. For profit folks interested in the nonprofit community, I think that it’s a tricky transition, and so it’s another one where I’d say ask around, collect experience, because I think some people think … The transition’s easier than they think. There’s lots of opportunities for being involved in pro bono projects and having guidance from people who do know the nonprofit space and learning that way. So I always recommend that people check those opportunities out.

Marc Baizman: Got it. Maybe partner up with somebody who does have experience before jumping in.

Katie McFadden: Exactly right.

Marc Baizman: Got it. And then one final question for you, which is, what’s a fun thing that you do when maybe you’re not doing Salesforce consulting? Just something fun that you do on the side?

Katie McFadden: Well, timely question. I’m actually in the process of getting my scuba diving certification right now.

Marc Baizman: Wow, that’s pretty cool.

Katie McFadden: It’s pretty cool. So I’m the daughter of astronomers, and I figure scuba diving is the closest to being in space that I might ever get to in my lifetime. Who knows? I’m relatively young, so I shouldn’t say, but breathing underwater where I can turn in 360 degrees in any direction is going to be a pretty trippy experience. And I haven’t taken my first breath underwater yet. That’s happening this weekend.

Marc Baizman: Oh my goodness. Well congratulations, and daughter of astronomers. I have to ask, are there any stars or galaxies or nebulae that are named after your parents, that they discovered?

Katie McFadden: That’s such a good question. Yes. Both of my parents have a star named after them.

Marc Baizman: What?

Katie McFadden: It’s my mom and my stepdad, and my mom actually has an asteroid named after her.

Marc Baizman: That is amazing. I guess we’ll get the link to those in the show notes.

Katie McFadden: If anyone’s interested, you can also Google my mom, Lucy McFadden. She’s kind of a big deal.

Marc Baizman: Wow. That is really cool. How about that, Katie? I did not know that about you. That’s cool. Well, I think that’s about all the time we have for today, but thank you so much for joining me and enlightening all of us on the role of the Salesforce consultant, and just a delight to talk to you. Thank you.

Katie McFadden: Thanks so much for having me. I appreciate it.

Marc Baizman: You bet.

Marc Baizman: I’m so glad we were able to talk with Katie today. She had a ton of great insight into the nonprofit world. Most nonprofits have complex business processes just like Katie talked about. The goal of the consultant is to help create that vision for the technology that supports the organization’s mission and then help turn that vision into a reality. Of course, that takes time and a lot of learning and experience. When Katie pitched her first Salesforce solution to her boss at student exchange back in those pre-Trailhead days, Google was our main resource, along with using her own use cases and needs and getting hands on with how she learned.

Marc Baizman: And from there she really dug deeper into helping others answer that, but how do we do that? Critical question. Katie says the community is our lifeline, and she is so totally right. Gathering together and making connections in the community is, as you all know, hugely important in this ecosystem. If you’re a nonprofit, then you have access to the Power of Us hub, and even if you’re not a nonprofit, you can join the Nonprofits Using Salesforce Group in the Trailblazer community. As The Nonprofit Success Pack is an open source solution, it allows the community to get together, exchange ideas, and give feedback. And Katie, along with others, created some amazing videos to help people learn the NPSP, and we’ve shared that link below here.

Marc Baizman: Thanks so much, Katie. We can’t wait to hear about all the other amazing things you’ll do.

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