Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Recovering from Dreamforce - Cloud for Good

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
The Ethical Consultant - Cloud for Good

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! -Cloud for Good

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 - Cloud for Good

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.
Icon of a person with a backpack looking at a sign or map.

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 - Cloud for Good

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 - Cloud for Good

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? - Cloud for Good

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.

Latest Posts

Happy Holidays from Cloud for Good

Happy Holidays from Cloud for Good

Written by Cloud for Good Team Cheers to a Great Year: Client Successes in 2018 Throughout the year, I have had the privilege of witnessing hundreds

Blockchain Is Reestablishing Trust In Nonprofits

Blockchain Is Reestablishing Trust In Nonprofits

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here.  Bitcoin and hundreds of other blockchain-based cryptocurrencies are on the

Understanding Our Clients Through Volunteering

Understanding Our Clients Through Volunteering

Written by Cloud for Good Team Being part of the Cloud for Good team means that helping nonprofits is an everyday part of our job. We

Top 5 Reasons to attend the NYC World Tour

Top 5 Reasons to attend the NYC World Tour

Still on the fence about attending the World Tour in NYC on December 13th? Think no more, and read on for 5 fantastic reasons to attend!
What Does Artificial Intelligence Mean For Nonprofit Organizations?

What Does Artificial Intelligence Mean For Nonprofit Organizations?

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here.  Artificial Intelligence is an area of computer science that

A New Year for Salesforce Resolutions

A New Year for Salesforce Resolutions

Written by Cloud for Good Team This is my favorite time of the year. The holidays are bringing families together, and as the year ends it

Change Management_ Understanding the Type and Drivers of Change

Change Management: Understanding the Type and Drivers of Change

Change is inevitable and one of the main forces behind improvement, strength and progress. For nonprofits, change, especially in technology, can be a game-changer. I’m a

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Written by Cloud for Good Team Asheville, NC, August 15, 2018 – Cloud for Good today announced it ranked 418 on Deloitte’s Technology Fast 500™, a ranking of

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

Written by Cloud for Good Team Grant Management in Salesforce A grant is a sum of money given to an organization or individuals for a specific

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce- Customer Story- Cloud for Good

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
Salesforce Communities: Getting Started

Salesforce Communities: Getting Started

At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a
Don’t Drive a Rocketship to 7-11 - Implementing Salesforce for Small-to-Midsize Nonprofits

Don’t Drive a Rocketship to 7-11 – Implementing Salesforce for Small-to-Midsize Nonprofits

Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce
Who is the Site Guest User?

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com
Top 11 Salesforce Blog Posts You Should Read Again

Top 11 Salesforce Blog Posts You Should Read Again

The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11
Your Nonprofit Needs a Technology Vision

Your Nonprofit Needs a Technology Vision

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.