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

Are Our Schools Built For Continued Engagement?

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. Technology is changing the way we interact with our

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;

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

Are Our Schools Built For Continued Engagement?

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

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