By Reshma Patel-Jackson, Senior Principal, Education, Nonprofit, and Commercial Services
Diane : Reshma is a senior principal in Attain’s Education, Nonprofit, and Commercial Services practice and has been serving the higher education and non-profit sectors for over 15 years. She specializes in strategy, change management, and organizational transformation and has been working closely with her clients to help them navigate recent events. Reshma, thanks for joining us to discuss the...
By Aaron Crosman, Allison Letts, and Chris Pifer, Senior Specialist, Principal Consultants
This spring, Salesforce released their highly anticipated Accounting Subledger product to help nonprofits bridge the gap between their fundraising information and their accounting systems. As a Salesforce.org partner since 2005 that has implemented over 300 nonprofit projects, Attain was invited to contribute to and collaborate on key design decisions in the development of this new package. We...
By Chris Pifer and Allison Letts, Principal Consultants
As Salesforce spreads throughout higher education, its place in advancement, admissions, and advising offices is clear. However, part of the strength of Salesforce is the platform’s ability to support and streamline the business processes that are unique to each school, in particular, the processes for faculty and staff. Inter-departmental Agreements Colleges and universities are often complex...
By Marisa Lopez, Senior Business Development Manager at Attain
Cultivating A Diverse Team At Attain, we know that our people are our greatest assets and equality in the workplace is non-negotiable. All of our team members are valued for who they are and the unique contributions they bring to our company. Through our core value of Have Absolute Integrity, we act with honesty and respect for one another—no exceptions. But Attain doesn’t stop there. We do our...
By Emily Cobb, Principal Consultant at Attain
Happy New Year from Attain! As we welcome in 2020, we are busy reviewing all the great new features in the Salesforce Spring ‘20 release and trying them out in our preview sandboxes. Read on to learn about some of the features we are most excited about for Higher Ed. Salesforce Data Mask This is a great new element to keep your student personally identifiable information (PII) safe in sandboxes...

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