Thought Leadership

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

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

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Latest Posts

Creating a Culture of Care

Written by Cloud for Good Team I have been working in the Salesforce ecosystem for 10+ years, but my entire career has been dedicated to the

Top 10 Moments at Cloud for Good

Written by Cloud for Good Team 2020 marks the 10th anniversary of Cloud for Good’s founding! While we celebrated the momentous anniversary earlier in the year,

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Salesforce has enabled American Kennel Club to serve its dog-loving constituency through technology like never before.

Why Cloud for Good is Excited About Salesforce.org Elevate

Written by Cloud for Good Team Salesforce.org’s Elevate is an innovative new addition to the Salesforce ecosystem of technology solutions, released in Spring 2020. The suite

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need.

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce.

Putting Predictions Into Your Alumni Sustainer Program

Written by Cloud for Good Team The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering

The Latest NPSP Releases for Summer ’20

Written by Cloud for Good Team The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features

Why Donating to Higher Education Still Makes a Difference

Written by Cloud for Good Team I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good;

New Salesforce Education Cloud Release Provides Connection in Times of Separation

Written by Cloud for Good Team The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.

Stratus for Blackbaud Migration: A Smarter Path to Salesforce

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic

Agentforce Education Migration: Helping Your Student Data Work Smarter

Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day

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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

12 Ways Dreamforce is Hard

Latest Posts

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Why Cloud for Good is Excited About Salesforce.org Elevate

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

Defending American Dreamers with New York Immigration Coalition + Salesforce

Putting Predictions Into Your Alumni Sustainer Program

The Latest NPSP Releases for Summer ’20

Why Donating to Higher Education Still Makes a Difference

New Salesforce Education Cloud Release Provides Connection in Times of Separation

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Agentforce Education Migration: Helping Your Student Data Work Smarter