Thought Leadership

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

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.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

Salesforce Trailhead Guides You to Success

Are you looking for training resources for your users? Check out Salesforce's free, fun interactive learning path, Trailhead.

How to Convince Your Management to Implement Salesforce

Tips to help you convince your organization's management that implementing Salesforce is the right move for your nonprofit. Be prepared by doing your research, citing use

A New Shift in Fundraising Strategy Could Actually Make Us Happier

There is a provocative change happening right before our eyes in the world of fundraising. Nonprofits are raising more money than ever before, and today’s nonprofits

Nonprofit Tech Strategies for the Season of Giving

Written by Cloud for Good Team Guest post By Sean Alpert, Senior Director of Product Marketing, Salesforce It’s hard to wrap your head around how large

Igniting Education Reform Through Salesforce

The Salesforce platform is great for organizations who are working to reform education. Implementing Salesforce allows your organization to develop a strategic plan to manage your

Advocacy Tools for Salesforce

Written by Cloud for Good Team Advocacy organizations and organizations that are working to influence policy can choose from a number of cloud-based technology options to

Making Sense of the Marketing Cloud

Written by Cloud for Good Team Salesforce is an excellent tool for tracking information about constituents, programs, fundraising, and so much more. But when you want

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

On November 18, Cloud for Good attended the Salesforce World Tour in NYC and had the opportunity to meet with hundreds of local nonprofits utilizing Salesforce

Chili for a Cause: Volunteer Time Off

The Hanover Chili Cookoff may look like just another festival or fair but at its core is a group of extremely dedicated volunteers who organize an

Receipting Canadian Tax Receipts

Written by Cloud for Good Team Are you recording your donations in Salesforce? Yes, that’s great! You’re probably using the Opportunities object to do so. But how

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

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

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

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

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Latest Posts

Salesforce Trailhead Guides You to Success

How to Convince Your Management to Implement Salesforce

A New Shift in Fundraising Strategy Could Actually Make Us Happier

Nonprofit Tech Strategies for the Season of Giving

Igniting Education Reform Through Salesforce

Advocacy Tools for Salesforce

Making Sense of the Marketing Cloud

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

Chili for a Cause: Volunteer Time Off

Receipting Canadian Tax Receipts

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce

Apsona Mail Merge for Salesforce

4 Steps to Integrate Social Media Into Your Campaigns

Salesforce Sandbox and How To Use It

Volunteer Management in Salesforce