Content Library

If you’re running an association and want to improve how members engage, renew, and self-serve — this guide is for you. You’ll learn how to use AI inside Salesforce to reduce admin, boost engagement, and help members help themselves — all within your Salesforce member portal.

Discover game-changing revenue ideas that go way beyond membership dues. In this ebook, we reveal fresh, proven strategies that modern associations are using for quick wins and long-term growth — to increase income, boost member value, and build financial resilience, all without compromising their mission.

Is increasing the impact of partner relationships or driving channel sales high on your agenda? With input from Salesforce, Matillion, Canalys, and She Sells, we’ve packed decades of experience and insight into this ebook. Filled with practical advice and Salesforce-native strategies, it reveals how modern partner-led businesses are using PRM to scale faster, collaborate smarter, and grow stronger.

Planning and managing events shouldn’t feel like juggling spreadsheets, scattered tools, and disconnected data. This guide is your backstage pass to streamlining the entire event lifecycle—right inside Salesforce. If you’re still piecing together event processes or wondering how to do more with less, this is your starting point.

ondering how to transfer thousands of users, posts, reputation points, likes, followers, hashtags, comments, groups, images, and files built up over the years? Packed with real-world insights, technical tips, and practical steps from our experienced Salesforce admins and developers, this guide walks you step by step through the entire migration process—offering actionable solutions to ensure a smooth transition and helping you avoid critical, costly mistakes when moving to Salesforce Experience Cloud.

98% of membership owners have additional revenue streams in their business. Explore the top seven non-dues revenue streams that are working for associations right now, along with the Non-Dues Revenue Pyramid—a strategic framework to help you build a solid financial foundation and uncover new income opportunities.