Thought Leadership

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

Latest Posts

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Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events...
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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...
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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...
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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....
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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...
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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...
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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...

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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...
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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...
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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....
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Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

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Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

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Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

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Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

Hand dropping a coin into a jar. Text: FINDING A NEW HOME FOR YOUR FUNDRAISING

Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

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Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...