Thought Leadership

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

Latest Posts

Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within...
Best Practices: Salesforce Fields

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these β€œbuilding blocks” of your CRM. A...
Implementation Best Practices: Data

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if...
Flexibility in Flows: Custom Settings and Dynamic Picklists

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual...
Spring Resolutions for the Nonprofit Salesforce Admin

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help....
Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder....
Which Salesforce Instance Am I On and Why Do I Care?

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it....
Making Salesforce Chatter Work for Your Nonprofit

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you...
Salesforce Foundation Higher Education Summit 2015

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our...
The Power of US Hub

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there...
Cloud for Good Goes to Washington for NTC14

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at...
Email to Case - An Overview

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can...
Why Cloud for Good is Excited About Dreamforce

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this...

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp....
Choosing the Right Email Provider for Your Salesforce

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp....