Thought Leadership

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

Latest Posts

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Using Salesforces Nonprofit Success Pack (NPSP), Duke Health Development and Alumni Affairs were both able to alleviate bottlenecks, improve collaboration, and ultimately raise more funds to...

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died in service of our country. Today,...

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Giving Day Campaigns A positive trend in the world today is the rise of charitable giving & altruism. In fact, in the US alone, we are...

Spooky Data Migrations: Demystified

With Halloween today, and all of the haunted houses, scary costumes, and horror nights at Theme Parks, I have already had my share of fright overload....

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

While it’s hard to believe it’s been nearly one year since my Winter ’18 post highlighting some of my favorite elements of the latest Salesforce release,...

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

Organization’s Goals Salesforce is constantly growing and evolving as the needs of organizations change. Over the next twelve months, organizations surveyed in Cloud for Good’s State...

Why Training is an Important Part of your User Adoption Strategy

Your Salesforce Journey I remember my first time walking through IKEA. It was magical. Every room was staged and decorated perfectly. Even their kitchen area inspired...

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Nonprofit Cloud Keynote Highlights from Dreamforce 2018 Nonprofit organizations are learning the power of connecting their fundraising, programs and marketing management. Salesforce.org noticed the impact on...

Education Cloud Highlights from Dreamforce 2018

#BREAKING – Education Cloud Highlights from Dreamforce 2018 Today at Dreamforce 2018, Salesforce.org kicked off the annual conference with a keynote on Education Cloud. With the sold-out...

The Future of Predictive Analytics in Higher Education

What is Predictive Analytics? We’ve all heard about artificial intelligence, predictive analytics and other forms of technology being the way of the future, but what does that mean...

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...

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...