Thought Leadership

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

Latest Posts

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the...

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of...

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you...

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the...

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using...

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take...

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The...

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond...

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,...

Recapping the 1st Annual Higher Education Dreamin’

On January 27, the Salesforce.org Higher Education Advisory Council put on the first-ever Higher Education Dreamin’ virtual conference....

Nick LaGarde, Director, Professional Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Nick Lagarde, director, professional services Vancouver, British Columbia Nick enjoys...

Graham Nelson, Director of Managed Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Graham nelson, director, managed services Vicotria, British Columbia As a...

What is Salesforce Multi-Factor Authentication (MFA)?

The new multi-factor authentication requirement for internal Salesforce users goes into effect on 2/1/22. Here's all you need to know......

Meet The First Talent For Good Cohort

We are thrilled to formally introduce the first Talent for Good cohort on January 31, 2022. The first cohort consists of fifteen individuals who will spearhead...

Why Salesforce Outpaces the Marketing Automation Competition

There is a multitude of marketing automation tools on the market today, but none come more highly recommended from Cloud for Good than Salesforce Marketing Cloud....