Thought Leadership

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

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.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

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;

Does the Way You Migrate Your Data to Salesforce Matter?

In an effort to keep up with the ever-changing landscape of technology, nearly every nonprofit organization and higher education institution has undertaken or will need to

How Technology Can Help Your Organization Combat Crises

Springtime typically signals regrowth: bright green grass, scattered rainstorms, and time spent with family provide us with a sense of renewal, of new beginnings. It goes

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

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need.

Destination Adoption: Get Your Users Using Salesforce

Adoption can be a challenge for some organizations. Here are some tips to help you increase it!

Connected Nonprofits Use Technology to Manage Volunteers

Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can

5 Nonprofit New Years Resolutions for Salesforce

The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your

Process Builder: Tips and Tricks

Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do

Make Salesforce Work for You: Workflows and Email Automations

Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can

Thought Leadership

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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

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Latest Posts

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

Does the Way You Migrate Your Data to Salesforce Matter?

How Technology Can Help Your Organization Combat Crises

New Salesforce Education Cloud Release Provides Connection in Times of Separation

How Calbright College is Withstanding a Pandemic Without Compromise

Destination Adoption: Get Your Users Using Salesforce

Connected Nonprofits Use Technology to Manage Volunteers

Paying It Forward: Nonprofits Helping Nonprofits

5 Nonprofit New Years Resolutions for Salesforce

Process Builder: Tips and Tricks

Make Salesforce Work for You: Workflows and Email Automations