Thought Leadership

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

Latest Posts

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Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it...
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How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our...
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and...
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed...
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#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I...
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like...
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Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or...
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A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that...
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Creating a Data Map When You’re Lost in Data!

A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different...
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Volunteer Time Off: Engineering the Future

Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us...
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...
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...
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The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field...