April 2015

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference- a tradition where physicians and nurses from within their specialty (such as pediatrics) will meet – confidentially and very respectfully – to discuss cases in which the patients had a very serious or sometimes fatal outcome.) but we call ours “Post-Project Evaluations.” We like to think of it as a “postpartum” discussion (meaning the “baby” – your project – has been delivered). After a project has been completed, we meet as a team to discuss the outcomes. Everyone associated with the project, which includes the Account Executive, Consultant(s), Project Manager, and management, attends the meeting.

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data has arrived. Here are a few tips to get you started.

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within the organization, change of business processes, change of customers and/or partners and changes in technology. Each of these influences can impact the growth and evolution of your Salesforce organization in very subtle and gradual ways, but more often than not, the impact is in very rapid and hastened ways that can harm your Salesforce story.

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A good analogy is this awesome lego model of the University of Colorado (your entire Salesforce instance) and an individual lego piece (one field). Miss a few fields? The history building may fall to pieces if you’re not careful. Fields organize and display your data and prompt your users to input the right data in the right spot.