Cloud for Good



Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use cases to capture requirements and some best practices to outline requirements are discussed in this post. We want to make sure you get the most out of your Salesforce account!

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When NOT to Implement Salesforce

While there a many reasons to make a switch to Salesforce, there are often reasons why you should not make the switch from your current platform. CRM migrations are a huge undertaking for any organization and you should consider exactly what it will take to make the move. Here are six obstacles to consider when determining if the time is right for your organization to start the move to Salesforce.

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Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce. You might be one of them! If you are currently using Raiser’s Edge (RE), we’ve put together a list of the top ten reasons to make the switch to Salesforce.

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5 Reasons Why Salesforce and Your Nonprofit Were Meant For One Another

You need a partner who will be here for you today but who will continue to grow as you do. They need to be easy on the eyes for sure, but where you are in your life right now, it’s much more important that they have substance to back up their style. After seeing what Salesforce has to offer a nonprofit like you, you’re going to want to swipe right for Salesforce.

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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.

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Salesforce Implementation: Measure Twice, Cut Once

My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the old adage of “measure twice, cut once” applied to what I was learning, and I often return to this principle when working with Salesforce. I’ve previously written about how organizations can support implementations for the long haul and considerations for best practice, but this blog is intended to be a reflection on how organizations can better “measure twice” during a Salesforce implementation and extend its functionality. Because in Salesforce, it’s easy to “cut once,” but cutting twice or more can sometimes mean substantial amounts of time and effort revising data, data architecture, and programming within the platform.

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How To Remove Complexity From Your Implementation Process

When using Salesforce to run your organization, there comes a point where the complexity of your implemented solution process may cause your users to complain, or sometimes even stop using your system. Over the last fifteen years I have heard so many complaints about business applications that point back to an issue of complexity. You can avoid it, learn how.

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Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some nice options here. Depending on the type of sandbox you spin up, you have different features, capabilities, and pricing. Read more about your options.

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