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...

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are...

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your...

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about...

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when...

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a...