Thought Leadership

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

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

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Latest Posts

Engage Your Constituents with Text Messaging

Written by Cloud for Good Team Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income

Which Pardot edition do I choose?

Written by Cloud for Good Team When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or

Salesforce Advisor Link: A Game Changer for Higher Ed

Written by Cloud for Good Team We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for

Meet Cloud for Good at WITness Success

Written by Cloud for Good Team WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to

Is it Time to Spring Clean Your Fundraising Database?

Written by Cloud for Good Team Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI

Salesforce Summer ’25 Release: What You Need to Know

Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.

Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking

Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that amplify impact, Salesforce Nonprofit Cloud for Grantmaking is transforming grantmaking processes for organizations.

7 Key Advancement Insights From CASE Drive 2025

The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and

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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

12 Ways Dreamforce is Hard

Latest Posts

Engage Your Constituents with Text Messaging

Which Pardot edition do I choose?

Salesforce Advisor Link: A Game Changer for Higher Ed

Meet Cloud for Good at WITness Success

Is it Time to Spring Clean Your Fundraising Database?

Relieving the Pain of a Data Migration to Salesforce

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

Engaging Staff to Use Salesforce

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Streamline Your Merge Documents with Conditional Logic

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

Salesforce Summer ’25 Release: What You Need to Know

Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking

7 Key Advancement Insights From CASE Drive 2025