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

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

As nonprofits face rising expectations and increasing complexity, the move from NPSP to Salesforce Nonprofit Cloud marks a pivotal opportunity—one that transforms data into insight, modernizes

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships.

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact.

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and

Public Sector Keynote at Dreamforce 2025: What You Need to Know

The public sector keynote at Dreamforce 2025 unveiled a bold vision to help public sector organizations and government agencies meet their mandate with the launch of

Cloud for Good at Dreamforce 2025: The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good has created a dynamic, immersive experience at Dreamforce 2025 designed to connect, educate, and inspire nonprofit, higher ed, and public sector Trailblazers.

Education Cloud Summit: Dreamforce2U

Education Cloud Summit: Dreamforce2U Shaping the Future of Education with Salesforce Please save the date for this special event highlighting key updates from Dreamforce and upcoming

7 Tech Trends You’ll Love This Valentine’s Day

As Cloud for Good forges new paths in the higher education and nonprofit spaces in 2023, several trends have begun to catch our eye.

Supporting Turkey and Syria in Their Time of Need

A magnitude 7.8 earthquake has struck Turkey and Syria, killing thousands and injuring tens of thousands more. Here's how you can help.

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

Planning a migration from Social Studio or looking for a new platform? Sprout Social puts data at your fingertips in one central location.

What Can Slack Do For Higher Education?

The value of Slack is generated from its ability to connect people, tools, and operations, creating a repository of accessible knowledge.

Salesforce Spring ’23 Release: What You Need to Know

Salesforce is flying into the New Year with even more features to enhance your users’ experience in the Spring '23 release.

Five Tips For Selecting A CRM Implementation Partner

No matter which CRM solution your organization implements, the overall success of the implemented technology is tied directly to your partner.

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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

The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

7 Ways to Optimize Your End-of-Year Giving

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Education Keynote at Dreamforce 2025: What You Need to Know

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

Public Sector Keynote at Dreamforce 2025: What You Need to Know

Education Cloud Summit: Dreamforce2U

7 Tech Trends You’ll Love This Valentine’s Day

Supporting Turkey and Syria in Their Time of Need

What Can Slack Do For Higher Education?

Salesforce Spring ’23 Release: What You Need to Know

Five Tips For Selecting A CRM Implementation Partner