Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Nonprofit Starter Pack 3.0 - It’s Come a Long Way Baby

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.
Celebrating the You in Community: Why Salesforce Just Does It Better

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.
Click & Pledge Event Management

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard
Make it Awesome: Salesforce and Eventbrite

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome.
Work.com: Time for Another Look

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to
Salesforce Scheduled Unit Tests

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is
Investing in Salesforce Success

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

Salesforce Implementation: Measure Twice, Cut Once

My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the

The 360 on roundCause

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter
Let it Flow: Salesforce Visual Flows

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you

Latest Posts

Lightning Experience: Winter 17 and Beyond

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

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

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

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

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: 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

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

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

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

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.
Choosing the Right Email Provider for Your Salesforce - Cloud for Good

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

Graphic of a small house with snow on roof and the number 13 in the snow.

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make