Thought Leadership

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

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.

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

Latest Posts

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com

Your Nonprofit Needs a Technology Vision

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If

Where Purpose Meets Excellence: A Certified Great Place to Work

By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to

Five Ways Managed Services Can Improve User Engagement

By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s

The Future of Student Information Systems with Salesforce Education Cloud

Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education

What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to

Why Organizations Must Continue AI Investment Despite Budget Pressures

This guest blog by Applied AI expert James Villarrublia examines a fundamental shift happening in our workforce that encourages organizations to continue investing in AI amid

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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

Best (of the Best) Practice with Salesforce

Latest Posts

Who is the Site Guest User?

Top 11 Salesforce Blog Posts You Should Read Again

Your Nonprofit Needs a Technology Vision

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Is the Fear of Failure Hurting Your Fundraising?

PCI Compliance: Why You Should Know What This Means

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

Improvements to Your Salesforce – Documenting Database Changes

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Content Builder Adds Pizazz to Marketing Cloud

Where Purpose Meets Excellence: A Certified Great Place to Work

Five Ways Managed Services Can Improve User Engagement

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

The Future of Student Information Systems with Salesforce Education Cloud

What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

Why Organizations Must Continue AI Investment Despite Budget Pressures