{"id":18275,"date":"2022-06-06T19:04:04","date_gmt":"2022-06-06T19:04:04","guid":{"rendered":"https:\/\/teamheller.com\/?page_id=18275"},"modified":"2025-10-27T15:58:08","modified_gmt":"2025-10-27T15:58:08","slug":"transforming-advancement-and-fundraising-in-higher-education-with-salesforce","status":"publish","type":"page","link":"https:\/\/teamheller.com\/resources\/guides\/higher-ed-salesforce-implementation-best-practices-guide","title":{"rendered":"Transforming Advancement and Fundraising in Higher Education with Salesforce"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"18275\" class=\"elementor elementor-18275\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b4a1450 e-flex e-con-boxed e-con e-parent\" data-id=\"b4a1450\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-19c21d41 e-con-full e-flex e-con e-child\" data-id=\"19c21d41\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26129eb3 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"26129eb3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Transforming Advancement and Fundraising in Higher Education with Salesforce<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6cd72f10 elementor-widget elementor-widget-text-editor\" data-id=\"6cd72f10\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Are you anticipating and meeting your alumni needs?<\/p><p>Multi-faceted engagement, smart segmentation, and positive user experience require new ways of thinking about technology. Transforming your infrastructure and how you use technology is complex.<\/p><p>This guide was written for leaders in higher education advancement to share some of the lessons and insights we have gleaned after years of implementing and guiding higher education advancement offices through Salesforce implementations.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b730529 e-con-full e-flex e-con e-child\" data-id=\"b730529\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1fd5d18c elementor-widget elementor-widget-image\" data-id=\"1fd5d18c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"794\" height=\"1024\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-794x1024.jpg?strip=all\" class=\"attachment-large size-large wp-image-10307\" alt=\"\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-794x1024.jpg?strip=all 794w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-233x300.jpg?strip=all 233w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/06\/COVER-Transforming-Advancement-Fundraising-in-Higher-Education-with-Salesforce_Heller-Consulting-768x990.jpg?strip=all 768w, 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data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5557ba5d elementor-widget elementor-widget-heading\" data-id=\"5557ba5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Download the Guide Today<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-400df843 elementor-widget__width-initial elementor-widget elementor-widget-shortcode\" data-id=\"400df843\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><iframe title=\"2022 Higher Ed Advancement with Salesforce Guide\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2022-06-06\/3nrjll\" width=\"450\" height=\"700\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-92352b8 e-flex e-con-boxed e-con e-parent\" data-id=\"92352b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3438af4 e-con-full e-flex e-con e-child\" data-id=\"3438af4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-50a0a7e elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"50a0a7e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Inside this Guide\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-547bca6 elementor-widget elementor-widget-text-editor\" data-id=\"547bca6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>Best practices for planning a Salesforce implementation<\/li><li>Details on what&#8217;s possible with the nimble Salesforce platform<\/li><li>How to extend the Salesforce platform with the Kindsight ascend managed package<\/li><li>Typical applications used by higher education advancement offices<\/li><li>How to incorporate change management in your Salesforce implementation project\u00a0<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-85b86b0 e-con-full e-flex e-con e-child\" data-id=\"85b86b0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f292d84 elementor-widget elementor-widget-image\" data-id=\"f292d84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"584\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape.jpg?strip=all&amp;fit=800%2C584\" class=\"attachment-large size-large wp-image-18279\" alt=\"A young woman sits outdoors with a laptop and coffee cup, looking to the side, city skyline behind her. The text highlights meeting alumni needs by adapting digital interactions with salesforce implementation best practices for higher education advancement teams.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape.jpg?strip=all 1225w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape-300x219.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape-1024x747.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape-150x109.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape-768x560.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape.jpg?strip=all&amp;w=245 245w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-2-landscape.jpg?strip=all&amp;w=490 490w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19b5152 elementor-widget elementor-widget-image\" data-id=\"19b5152\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"868\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all&amp;fit=800%2C868\" class=\"attachment-large size-large wp-image-18278\" alt=\"Diagram of a CRM platform at the center, surrounded by gears with features like BIO-DEMOGRAPHIC and DIGITAL MARKETING AUTOMATION\u2014showcasing salesforce implementation best practices for higher education advancement teams. Integration to FINANCIAL ERP and STUDENT INFO systems shown.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all 997w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform-277x300.png?strip=all 277w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform-944x1024.png?strip=all 944w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform-138x150.png?strip=all 138w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform-768x833.png?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all&amp;w=199 199w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all&amp;w=398 398w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all&amp;w=598 598w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/higher-ed-advancement-guide-inset-1-crm-platform.png?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>This guide about Salesforce implementations was written for higher education advancement leaders.<\/p>\n","protected":false},"author":39,"featured_media":10307,"parent":195,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-18275","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - 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