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

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

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!

Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

The Secret to A Successful Nonprofit EcoSystem

Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of

Fundraising with Amazon Wish Lists

Does your nonprofit have a wish list of things they need donated? If you do then you’ll want to keep reading. It’s time to set up

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

Content Builder Adds Pizazz to Marketing Cloud

Dreamforce 2016 Registration is Open!

Stages of CRM Adoption

Data Validation for Your Salesforce Project

Data Proofing Your Salesforce Data

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

Come See Us at the Salesforce World Tour in Washington, DC!

Connecting the Clouds with Marketing Cloud Connect

The Secret to A Successful Nonprofit EcoSystem

Fundraising with Amazon Wish Lists

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