Thought Leadership

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

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!

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

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.

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

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

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?

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?

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

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

Latest Posts

State of Salesforce Findings: Online Giving in the Nonprofit Sector

Written by Cloud for Good Team In the 2020 – 2021 State of Salesforce in the Nonprofit Sector Report, Cloud for Good outlined how nonprofit organizations

Dreamforce 2021 and the Future of Events

Written by Cloud for Good Team Have you heard the news? Dreamforce 2021 is going to be a (partially) in-person event this year! But before you

Recapping the 8th Annual Education Summit

Written by Cloud for Good Team On June 16, 2021, Salesforce and their co-sponsoring school, The University of Colorado, brought together an international Education Community for

Blackbaud Announces End of Life For Luminate CRM: What’s Next For Nonprofits?

Written by Cloud for Good Team It’s official: Blackbaud will shut down and cease all support for Luminate CRM (LCRM) on June 30, 2022. While this

Cloud for Good is the Salesforce.org Partner of the Year

Written by Cloud for Good Team June 3, 2021 [Asheville, NC] – Cloud for Good has been recognized as the 2021 Salesforce.org Premium Partner of the

What Can Salesforce Do for Education?

Written by Cloud for Good Team Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically,

How to Get the Most From the Education Summit

Written by Cloud for Good Team For the second year in a row, Salesforce’s Education Summit is being brought to you in a completely virtual environment

Modern Day Advancement on Salesforce

Written by Cloud for Good Team Download the Modern Day Advancement on Salesforce whitepaper to learn more about how there is no platform better suited to

What to Expect from the Summer ’21 Release

Written by Cloud for Good Team There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and

Recapping the First Salesforce Nonprofit Summit Sessions

Written by Cloud for Good Team On April 21, 2021, Salesforce.org brought together an international Nonprofit Community for the very first Nonprofit Summit. Held virtually, this

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

As nonprofits face rising expectations and increasing complexity, the move from NPSP to Salesforce Nonprofit Cloud marks a pivotal opportunity—one that transforms data into insight, modernizes

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships.

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact.

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Thought Leadership

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The Ethical Consultant

Going to Dreamforce? Let’s Meet!

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

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

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

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

Latest Posts

State of Salesforce Findings: Online Giving in the Nonprofit Sector

Dreamforce 2021 and the Future of Events

Recapping the 8th Annual Education Summit

Blackbaud Announces End of Life For Luminate CRM: What’s Next For Nonprofits?

Cloud for Good is the Salesforce.org Partner of the Year

What Can Salesforce Do for Education?

How to Get the Most From the Education Summit

Modern Day Advancement on Salesforce

What to Expect from the Summer ’21 Release

Recapping the First Salesforce Nonprofit Summit Sessions

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

7 Ways to Optimize Your End-of-Year Giving

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Education Keynote at Dreamforce 2025: What You Need to Know