Thought Leadership

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

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

12 Ways Dreamforce is Hard

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

Latest Posts

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

Burst your Silos and Become a Connected Nonprofit

Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is

Meet Us at the Salesforce World Tour in New York

The Salesforce World Tour in New York will be here on Dec. 15. Come out and see the Cloud for Good team and catch sessions by

Fundraising is Easier with Social Studio

Learn how to listen, engage and connect with your constituents on their turf using Social Studio from the Salesforce Marketing Cloud.

Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the

Goodies Give Back: Celebrating the Season of Giving Year-Round

Written by Cloud for Good Team The season of giving has always been a time for us to pause, count our blessings, and reflect on what

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The ability to deliver great user experiences is one of the strengths of Salesforce’s Nonprofit Cloud that makes it vastly superior to Blackbaud brand fundraising solutions

Agentforce for Nonprofits and Higher Education: What You Need to Know

Here are our first impressions and thoughts about Agentforce, Salesforce's newest suite of autonomous, more advanced, accurate, and intelligent AI agents, how it works, and its

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Written by Cloud for Good Team Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Written by Cloud for Good Team Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but

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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

12 Ways Dreamforce is Hard

Latest Posts

Destination Adoption: Get Your Users Using Salesforce

Connected Nonprofits Use Technology to Manage Volunteers

Paying It Forward: Nonprofits Helping Nonprofits

5 Nonprofit New Years Resolutions for Salesforce

Process Builder: Tips and Tricks

Make Salesforce Work for You: Workflows and Email Automations

Burst your Silos and Become a Connected Nonprofit

Meet Us at the Salesforce World Tour in New York

Fundraising is Easier with Social Studio

Volunteer Time Off Makes You Better at Your Job

Goodies Give Back: Celebrating the Season of Giving Year-Round

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

Agentforce for Nonprofits and Higher Education: What You Need to Know

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management