Welcome to the Guide to Advancement!

Built for higher education institutions, this guide will help you understand how to use the Salesforce platform and broader ecosystem to accelerate your efforts in a variety of areas, such as alumni engagement, fundraising, data and operations strategy, and more.

This guide is applicable to institutions with any level of Salesforce familiarity. We start by discussing our view of higher education advancement today and then review all of the areas of advancement that can help your institution. We also explain our unique Higher Education Data Architecture (HEDA) and how institutions can layer on additional Salesforce capabilities to address the specific needs of your advancement team.

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