Thought Leadership

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

Latest Posts

Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's...

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you...

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties....

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record...

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left...

A Recap of Dreamforce 2015 – Day 2

DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition of Dreamforce! The lineups seemed to...

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were...

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use...

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases....

5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key...

Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation

Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build...

SALESFORCE HEADLESS 360: Busting the Myths Around Headless 360

The concerns are understandable. The answers are more reassuring than most organizations expect....

Salesforce for Healthcare: Improving Patient Engagement and Care Coordination

Healthcare organizations today operate in a highly digital environment. From electronic health records to scheduling systems and billing platforms...

What Is Salesforce Headless 360 and Why Does It Matter

A new capability is available to Salesforce organizations, and it is generating a lot of conversation....

The Digital Government Imperative: Why Salesforce is Transforming State and Local Services

State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage....

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations

Digital transformation has led many organizations to adopt a growing number of tools to support their operations....