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

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...

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

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

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 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

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...

Putting Predictions Into Your Alumni Sustainer Program

The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering invaluable insights and health checks on their...

The Latest NPSP Releases for Summer ’20

The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow...

Why Donating to Higher Education Still Makes a Difference

I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good; my mom is an admissions counselor...

New Salesforce Education Cloud Release Provides Connection in Times of Separation

The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the far-reaching effects of the COVID-19 pandemic...

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need....

5 Ways to Prepare for Your Salesforce Migration

When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation to keep in mind before moving...