Thought Leadership

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

Latest Posts

The Digital Government Imperative: Why Salesforce is Transforming State and Local Services

State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage....

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations

Digital transformation has led many organizations to adopt a growing number of tools to support their operations....

Salesforce SIS: The Future of Student Information Systems Prioritizes User Experience and AI, No Record Keeping

Salesforce SIS connects admissions, advising, financial aid, and student success in one platform, helping institutions deliver better outcomes and experiences....

Salesforce Winter ‘26 Release: What You Need to Know

Salesforce’s Winter ‘26 release is here, and it brings enhancements to reporting, simplifies org management, and helps you and your team get even more out of...

Education Leadership Summit 2026: Advancing the Future-Ready Institution with Data and AI

Higher education continues to evolve under increasing pressure to deliver better outcomes with greater efficiency. From enrollment challenges to rising expectations around the student experience, institutions...

Salesforce Spring ’26 Release: Key Updates for Admins

It’s that time of year, the Salesforce Spring ’26 Release. In this release, there are a number of updates to support Admins to enhance user experience, update...

7 Reasons We Love Salesforce Security (And You Should Too!)

Show your org some love: Strengthen your Salesforce security strategy....

Evolving the Power of Us: From NPSP to Agentforce Nonprofit

Salesforce is evolving the Power of Us program, guiding nonprofits from NPSP to Agentforce Nonprofit. Cloud for Good CEO Tal Frankfurt shares the history, strategy, and...

How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap

AI-powered Salesforce migration is redefining modernization. Explore how Stratus automates configuration, code, and UI migration to reduce risk and technical debt....

Technology Alone Won’t Transform Your Fundraising – People Will

Technology doesn’t transform fundraising—people do. During CRM implementations and data migrations, trust, confidence, and readiness determine whether Salesforce delivers real impact or becomes just another system....

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is...

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing...

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter...

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you...

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field...

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to...