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Dive into Maintask’s articles to explore Salesforce technical insights, updates, success stories, and innovative products designed to transform your business.
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Articles by Maintaskb.
Getting Started with Engagement Plans in Salesforce NPSP
Published on:
October 9, 2025
Engagement Plans in Salesforce Nonprofit Success Pack (NPSP) are like ready-made checklists that guide your team through each step of an engagement process - such as cultivating a major donor, welcoming a new volunteer, or managing a grant application. They ensure the right actions happen at the right time, in the right order.
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Maintask’s Digest of Salesforce Winter ’26
Published on:
September 4, 2025
This digest highlights the most relevant updates for admins and app builders, focusing on productivity, security, and improved usability across Salesforce.
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Practical Steps to Prevent and Manage Data Duplication
Published on:
August 5, 2025
This article outlines how to safely manage duplicates in Salesforce NPSP and how to implement a long-term strategy for maintaining clean, reliable data.
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How to Maximize Your Salesforce ROI: Practical Tips That Work
Published on:
July 7, 2025
Maximizing your Salesforce ROI - or Return on Investment - doesn’t necessarily mean spending more. ROI is the value you get back from what you've invested. With Salesforce, that value often comes from how well the system is set up, adopted, and aligned with your business goals.
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Five Reasons to Transition from Salesforce Reports to Tableau
Published on:
June 5, 2025
Salesforce reports are a great tool for basic data analysis within the CRM, but when it comes to advanced analytics, scalability, and visualization capabilities, Tableau offers a significant upgrade. This article shares five key reasons why moving from Salesforce reports to Tableau can enhance your data-driven decision-making.
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