Episode 42: Dreamforce: Claudeforce, Live Demos, and What's Next for Nonprofits
Scott and Matt are back with a recap of Dreamforce 2026 in San Francisco, covering what stood out and what it could mean for nonprofit teams.
In this episode:
Dreamforce highlights: Keynotes from leaders like Jensen Huang, Dario Amodei, and Sam Altman, and live demos of real customers using AI in production.
Claude Force: Salesforce and Anthropic's new partnership, and why the hosts see it as collaboration rather than competition.
Data privacy and governance: Why zero data retention and strong safeguards matter when connecting AI to your organization's data.
Surfaces: How Salesforce data can be reached through Slack and mobile, like a fundraising executive getting a donor briefing before a meeting.
Doing more with less: Salesforce's new Core, Advanced, and Max bundles and more flexible licensing.
Have questions? Get in touch with us at belmarcloud.com (http://belmarcloud.com), and we’ll help point you in the right direction.
5 Aug 2026
Episode 41:Using Salesforce Automation to Preserve Personal Donor Relationships
Nonprofit teams are often asked to do more with limited time, and Salesforce automation can help reduce the administrative burden without sacrificing meaningful donor relationships.
In this episode of Belmar Bites, Scott and Tom Kadota explore how nonprofits can use Salesforce Flow to automate routine tasks, improve donor stewardship, and create more consistent follow-up processes. Through a practical fundraising example, they demonstrate how Salesforce can automatically send gift acknowledgements, update donation records, and assign personal follow-up tasks when a major gift is received.
You’ll also learn how to identify the right balance between automation and human interaction, where automation can support your team’s day-to-day workflows, and how thoughtful processes can help staff spend less time on manual work and more time building stronger donor relationships.
This episode is ideal for nonprofit administrators, fundraisers, and Salesforce users looking for practical ways to improve efficiency, strengthen stewardship, and get more value from their CRM.
29 Jul 2026
Episode 40: The Nonprofit Leader's Guide to Executive Salesforce Reporting
Your nonprofit collects valuable data every day, but are you using it to make better decisions? In this episode of Belmar Bytes, Scott and Tom explore how Salesforce reports and dashboards help nonprofit leaders transform raw data into meaningful insights. Learn how to build executive dashboards, customize reports with dynamic filters, track fundraising performance, and monitor key metrics in real time. Whether you're preparing for Giving Tuesday or simply looking to get more value from Salesforce, this episode will help you make smarter, data-driven decisions.
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