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,...

Salesforce Winter ’22 Release: What You Need to Know

In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit your Salesforce instance. Admins and Developers...

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Following the considerable success the University of Vermont (UVM) found using Salesforce Marketing and Service Cloud to safely and efficiently reopen their campus in the wake...

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Dreamforce 2021 Some of our Goodies received an exclusive invitation to attend Dreamforce 2021 live in person! While this was undeniably exciting, it was also slightly...

Solving the Salesforce Talent Gap

Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was what they call an “accidental admin”...

Save the Date: Giving Tuesday 2021

Giving Tuesday 2021 is just 60 days away, but don’t stress, if you haven’t started planning yet, you still have time. When is Giving Tuesday 2021?...

How Cloud for Good Gives Back To Our Communities

2020 was, by all accounts, a landmark year for Cloud for Good. Not only was it the company’s tenth anniversary, but it also marked the launch...