Thought Leadership

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

Latest Posts

PCI Compliance_ Why You Should Know What This Means

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

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

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 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 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...
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce...
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,...
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it....
Data Proofing Your Salesforce Data

Data Proofing Your Salesforce Data

Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on...
Leveraging NPSP's Employer Gift Match Functionality to Take Your Fundraising to the Next Level

Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level

We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The...
Modern Day Advancement on Salesforce

Modern Day Advancement on Salesforce

Download the Modern Day Advancement on Salesforce whitepaper to learn more about how there is no platform better suited to serve advancement teams than Salesforce.

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What to Expect from the Summer '21 Release

What to Expect from the Summer ’21 Release

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and the Active Licenses tab. Additionally, there...

Recapping the First Salesforce Nonprofit Summit Sessions

Recapping the First Salesforce Nonprofit Summit Sessions

On April 21, 2021, Salesforce.org brought together an international Nonprofit Community for the very first Nonprofit Summit.  Held virtually, this inaugural event featured appearances from inspiring...

Inferring Gender for Personalized Ads on Social Media

Inferring Gender for Personalized Ads on Social Media

As a frequent Salesforce Social Studio user, I often find myself exploring the new avenues that the tool offers. While diving into a Cloud for Good-specific...

How Zero to Three Improves Childhood Development Through Salesforce Technology

How Zero to Three Improves Childhood Development Through Salesforce Technology

Salesforce technology has played an increasingly prevalent role in the delivering of Zero to Three’s mission....
What Can Salesforce Do For Nonprofits?

What Can Salesforce Do For Nonprofits?

Salesforce brings over 150K companies and their customers together through the power of connective technology.  There have been great blogs and videos released explaining how the expansive platform works to help break...