Thought Leadership

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

Latest Posts

Top Five Reasons Your K-12 School Should Move to Salesforce

We've explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce...

Salesforce: Managing Animal Welfare Constituents

Organizations that help animals find forever homes are turning to Salesforce to track adopters, donors, volunteers, events and more in a central location. Managing all animal...

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018....

The Benefits of Triggers in Salesforce

With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over...

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and...

#C4GGives – Cloud for Good Volunteer Week 2017

Cloud for Good held it's first ever Volunteer Week in 2017. Members of our team gave their time at area food banks and pantries. We not...

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys...

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have...

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by...

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release....

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account...

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce Professional, but very few to provide...

Exciting Times To Be Part of the Salesforce Ecosystem

From where I am standing today, it is hard to rewind back to 8 years ago when I joined the Salesforce ecosystem. At that time, the...

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an...

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able...

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret....