Thought Leadership

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

Explore by Topic:

Industry
- Cloud for Good
- Financial Services
- Higher Education
- Nonprofit
- Public Sector
- Salesforce
Topic / Function
- Academic Operations & Research
- Advancement & Alumni Engagement
- AI & Automation
- Change Management & User Adoption
- Company News & Culture
- Constituent & Customer Experience
- Data & Analytics
- Events
- Financial Aid
- Fundraising & Donor Engagement
- Governance, Security & Compliance
- Grantmaking
- Impact Measurement
- Implementation & Optimization
- Marketing & Communications
- Member Experience & Lending
- Migration & Integration
- Patient Engagement & Care
- Program & Case Management
- Public Sector Services
- Recruitment & Admissions
- Salesforce Administration
- Student Information Systems
- Student Success & Advising
- Technology Strategy
- Volunteer & Membership Management
- Workforce & Staffing
Product / Service
- Admissions Connect
- Agentforce
- Blackbaud CRM & Luminate
- Cirrus Financial Aid
- Cirrus Fundraising Agent
- Commerce Cloud
- Crystal Reports
- Cumulus Fundraising
- Cumulus Grantmaking
- Data Cloud
- Direct Response Services
- EDA / HEDA
- Elevate
- Experience Cloud
- Financial Services Cloud
- Headless 360
- Health Cloud
- Managed Services
- Marketing Cloud
- Marketing Cloud Account Engagement
- Marketing Cloud Intelligence
- Marketing Cloud Personalization
- MuleSoft
- NGO Connect
- NPSP
- OmniStudio
- Other Apps & Integrations
- Public Sector Solutions
- Raiser's Edge
- Revenue Cloud
- Sales Cloud
- Salesforce Education Cloud
- Salesforce Nonprofit Cloud
- Salesforce Platform
- Salesforce Shield
- Salesforce SIS
- Service Cloud
- Slack
- Stratus
- Student Success Hub / Salesforce Advisor Link
- Tableau & CRM Analytics
- Talent for Good

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier.

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to

My Favorite Things: Apsona for Salesforce

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange. It is a supplement to your existing Salesforce that significantly

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a

Latest Posts

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,

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of

Spring, Summer and Winter Cleaning

Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent

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

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Making it Seamless: Autolaunched Flows and Custom Settings

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Target Your Constituents with the Right Message at the Right Time

My Favorite Things: Apsona for Salesforce

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Introducing Social Customer Service

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Latest Posts

Why Chatter is Great for Nonprofits

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

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Social Engagement Management: The New Sheriff in Town

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Spring, Summer and Winter Cleaning

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships