Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
The Ethical Consultant - Cloud for Good

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.
Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.
Custom Code: Are you ready? - Cloud for Good

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

Latest Posts

Using Salesforce to Create Exceptional User Experiences

Using Salesforce to Create Exceptional User Experiences

Technology that focuses on user experience is a way of creating efficiency, productivity, and cost savings through automation.
Lifelong Learning, Epic Journeys, Education to Employment, and More from Salesforce Education Summit 2023

Lifelong Learning, Epic Journeys, Education to Employment, and More from Salesforce Education Summit 2023

Salesforce’s annual Education Summit is the sector’s premier event. Here are Cloud for Good’s highlights from the momentous occasion.
Exploring Approaches to Technology Transformation: Data-First Versus Customer-First

Exploring Approaches to Technology Transformation: Data-First Versus Customer-First

Exploring data-first versus customer-first approaches to creating transformation through technology.
Join Cloud for Good at AFP ICON 2023

Join Cloud for Good at AFP ICON 2023

Regarded as the largest gathering of fundraising professionals in the world, AFP ICON 2023 takes place April 16-18 in New Orleans, LA.
Your Guide to Navigating Salesforce Education Summit 2023

Your Guide to Navigating Salesforce Education Summit 2023

Hosted at the Omni Hotel in Dallas, Texas, April 10-12, the Salesforce Education Summit is the premier event to network with institutions.
Taking a Deep Dive Into Salesforce’s New Education Cloud Announcement

Taking a Deep Dive Into Salesforce’s New Education Cloud Announcement

Cloud for Good takes a deep dive into Salesforce's new Education Cloud announcement and the evolution of Salesforce in the education industry.
Kestryl Lowrey and Tyler Rendleman

Salesforce Has a New Vision for Nonprofit Cloud, What Does This Mean for Your Organization?

Salesforce has announced a new vision for Nonprofit Cloud that creates innovation through consolidation with the core Salesforce platform.
How Talent for Good Transforms Salesforce Staffing

How Talent for Good Transforms Salesforce Staffing

Learn how a prestigious land-grant research university in Massachusetts has leveraged Talent for Good to build toward a more impactful future.
The Value of Cloud for Good Direct Response Services

The Value of Cloud for Good Direct Response Services

When an organization’s critical fundraising facilitators are weakened, Cloud for Good Direct Response Services helps strengthen those efforts
Do You Know How to ERD?

Do You Know How to ERD?

Written by Cloud for Good Team First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this:

Blue world map showing various white pins scattered across different continents.

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.
Silhouette of a teacher pointing at a whiteboard, presenting to a class of students.

Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it
Stressed woman at a desk holding her head while multiple hands offer her devices and coffee.

How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our
Vector icon of a red screwdriver and blue wrench crossed inside a green gear.

MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed