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The Chronicles Blog

Alissa Arford Alissa Arford

2026 Retreat Highlights

Our Canvas Cloud retreat in Appleton, Wisconsin, brought opportunities to plan for the future, get creative, and share plenty of laughs! Alissa Arford, director of marketing, shares highlights of the gathering.

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Daniel Dibble Daniel Dibble

Planning Your CounselorMax EOL Migration: Software Replacement Guide

If your housing counseling organization is moving away from CounselorMax before the end of 2026, you’re probably weighing your options for a reliable replacement software that will carefully manage client data, preserve historical records, and maintain seamless HUD compliance and reporting. We can help.

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Daniel Dibble Daniel Dibble

Key Takeaways from Dreamforce 2026

Dreamforce offered ambitious demonstrations, emerging customer examples, and plenty of new terminology. We’re leaving with a familiar priority: help organizations make sound decisions for the people who rely on them.

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Sean Conner Sean Conner

In Salesforce Projects, “Everything Is a Priority” Isn’t a Strategy

At the beginning of a Salesforce project, everything tends to feel precious. Every feature has an advocate. Every automated email is essential. Every report is urgently needed and every formula field to output summary details on a Contact record is somehow a blocker. The most useful prioritization question isn’t, “Which feature does each stakeholder want most?” It’s, “What outcome is this project supposed to produce?”

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Daniel Dibble Daniel Dibble

Key Takeaways from NeighborWorks Technical Institute 2026

Last week, Daniel Dibble attended the NeighborWorks Training Institute (NTI), August 10-14, 2026, where Canvas Cloud was proud to serve as a sponsor and exhibitor. More than 1,400 professionals came together for a week of training, professional development, peer learning and networking focused on strengthening communities.

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Amy Zeller Amy Zeller

A Guide to Choosing the Right Document Lifecycle Management (DLM) Tool

When it comes to Document Lifecycle Management (DLM), a shortsighted approach can create significant gaps in the long term. A poorly matched tool may introduce manual workarounds, compliance risks, low adoption, and expensive migrations later. It’s about more than selecting software, it’s about defining how your organization manages important information throughout its lifecycle, from creation and use to protection, retention, and secure disposal.

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Alissa Arford Alissa Arford

Canvas Cloud Joins FinDock’s Beyond NPSP Initiative

Canvas Cloud is pleased to announce its strategic partnership with FinDock, a Salesforce-native payment management platform, as part of the Beyond NPSP initiative. As nonprofits navigate the shift from Salesforce NPSP to Agentforce Nonprofit, this collaboration provides the strategic guidance, payment management expertise, and implementation support needed for a successful transition.

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Daniel Dibble Daniel Dibble

Key Takeaways from SEAT 2026

Last week (June 28-30, 2026), Daniel Dibble attended SEAT 2026 in Charlotte, where sports and entertainment leaders gathered to discuss the future of fan experience, venue operations, technology, and data. This was our first time at SEAT, but we’ve helped organizations build Salesforce Centers of Excellence that support multiple venues, departments, events, and business units through a shared platform and governance model.

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Daniel Dibble Daniel Dibble

Key Takeaways from Intersolar & Energy Storage North America Midwest 2026

The Intersolar & Energy Storage North America (IESNA) Midwest 2026 in Rosemont, Illinois, brought together developers, EPCs, manufacturers, utilities, investors, and technology providers for three days of education, networking, and discussion about the future of clean energy in the Midwest. Here are a few takeaways from the event.

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Benjamin Dolar Benjamin Dolar

Salesforce Center of Excellence for Sports & Hospitality

Our team at Canvas Cloud has implemented and optimized Salesforce across more than two dozen professional sports venues, including organizations that manage professional baseball, football, basketball, and hockey operations, concerts, special events, nonprofit volunteer programs, and hospitality services.

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Daniel Dibble Daniel Dibble

Key Takeaways from Salesforce Connections CNX26

Last week, I was at Salesforce Connections 2026 in Chicago, and if there was one theme that showed up everywhere, it was this: Salesforce is focused on helping organizations put AI agents to work today. From the opening keynote to customer sessions, workshops, and hallway conversations, Agentforce, Data Cloud, and connected customer experiences dominated the discussion.

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Christina Lytle Christina Lytle

Salesforce Phishing-Resistant MFA: Step-by-Step Guide

Salesforce is rolling out new phishing-resistant multi-factor authentication (MFA) requirements for high-access users in summer 2026 as part of its broader security roadmap. The change is designed to strengthen protection against modern phishing attacks that can bypass passwords and traditional MFA methods.

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