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

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

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A...

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

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

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....

Make the Most of Salesforce Security: Added Assurance in a World of Compromises

Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,...

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?

"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

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

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...

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships....

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact....

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know....

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know....

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and...

Public Sector Keynote at Dreamforce 2025: What You Need to Know

The public sector keynote at Dreamforce 2025 unveiled a bold vision to help public sector organizations and government agencies meet their mandate with the launch of...