Thought Leadership

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

Latest Posts

Seven Complaints From Accountants That Salesforce Can Solve

Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post....

Engagement Plans and Levels Make Moves Management Work for You

Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors...

Choosing the Best MailChimp to Salesforce Connector

Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has...

Lightning Experience: Winter 17 and Beyond

The Salesforce Winter '17 release brought many changes to the Lightning Experience. We cover some of those changes and what's to come in this post....

Destination Adoption: Get Your Users Using Salesforce

Adoption can be a challenge for some organizations. Here are some tips to help you increase it!...

Connected Nonprofits Use Technology to Manage Volunteers

Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can...

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can...

5 Nonprofit New Years Resolutions for Salesforce

The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your...

Process Builder: Tips and Tricks

Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do...

Make Salesforce Work for You: Workflows and Email Automations

Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can...

Is it Time to Spring Clean Your Fundraising Database?

Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and supporter data are imperative to your...

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during...

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy....

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips....

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!...

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce....