Beyond Native Tools: When Organizations Outgrow Salesforce’s Built-In Integrations 

As nonprofits grow, their data needs often become more complex than Salesforce’s built-in integrations can handle. Many organizations start with native tools but quickly run into challenges like missing donor data, duplicates, and time-consuming manual processes. 

In this session, we’ll explore how to tell when your organization has outgrown your out-of-the-box integration tools and what steps you can take to improve efficiency, accuracy, and scalability. 

Key takeaways include: 

• Signs that native integrations are no longer meeting your needs 

• Ways to reduce errors and duplicates through automation 

• How to gain clean, actionable data without manual imports 

• Strategies for improving supporter insights and reporting 

• An inside look at how Omatic Cloud simplifies data integration 

This webinar is ideal for Salesforce admins, IT professionals, and nonprofit data managers looking to elevate their data strategy and get more value from their systems.