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,...

Dreamforce 2021 and the Future of Events

Have you heard the news? Dreamforce 2021 is going to be a (partially) in-person event this year! But before you pack up your Astro plushie, book...

Recapping the 8th Annual Education Summit

On June 16, 2021, Salesforce and their co-sponsoring school, The University of Colorado, brought together an international Education Community for the 8th Annual Education Summit. For...

Blackbaud Announces End of Life For Luminate CRM: What’s Next For Nonprofits?

It’s official: Blackbaud will shut down and cease all support for Luminate CRM (LCRM) on June 30, 2022. While this information might not come as a...

Cloud for Good is the Salesforce.org Partner of the Year

June 3, 2021 [Asheville, NC] – Cloud for Good has been recognized as the 2021 Salesforce.org Premium Partner of the Year, Nonprofit AMER for the third...

What Can Salesforce Do for Education?

Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically, Salesforce has revolutionized the way campuses are...

How to Get the Most From the Education Summit

For the second year in a row, Salesforce’s Education Summit is being brought to you in a completely virtual environment – allowing for border-breaking networking and...