Thought Leadership

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

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!

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

Latest Posts

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.

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in

International Women’s Day: Recognizing Members of the #BestTeamEver

On International Women's Day 2018, Cloud for Good recognizes eight women who make up the #BestTeamEver. We celebrate your successes and are glad to have you

Strategic Higher Education Communication with Marketing Cloud

With Salesforce Sales and Marketing Clouds, higher education institutions can build a system of record for their marketing efforts and integrate with their existing student information

A Cloud Document Storage Guide for Your Organization

Every organization has the digital file equivalent of a kitchen junk drawer - it's usually on a shared network drive where files have been placed for

Cloud for Good Welcomes Chad Martin as Director of Digital Services

Written by Cloud for Good Team February 28, 2018 (ASHEVILLE, NC) – Cloud for Good, a Salesforce.com Gold Partner and a Salesforce.org Premium Partner, announced Chad Martin as

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

The Higher Ed Summit is taking place March 21 - 23, 2018 in Washington, DC. From networking to professional development, we have complied our top five

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.

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I

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The Ethical Consultant

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

Latest Posts

Streamline Your Merge Documents with Conditional Logic

Your Board of Directors and Salesforce

International Women’s Day: Recognizing Members of the #BestTeamEver

Strategic Higher Education Communication with Marketing Cloud

A Cloud Document Storage Guide for Your Organization

Cloud for Good Welcomes Chad Martin as Director of Digital Services

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

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

Salesforce: Managing Animal Welfare Constituents

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Top 5 Favorite Salesforce Announcements at Dreamforce

Dance Me To The End – 5 Tips for After Dreamforce

4 Steps to Become Salesforce Analytics Cloud Ready

Lessons Learned: Great Customer Service Through Humanity

How Dreamforce Changed Me