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...

What Marketing Cloud Advanced Can Do For Higher Education

Marketing Cloud Advanced gives institutions advanced tools to understand constituents, personalize engagement, optimize campaigns, strengthen relationships, and act on unified data insights. It’s a powerful way...

Education Cloud’s New Data Models: Ushering in a New Era of Philanthropic Giving in the Education Sector

With a new generation of philanthropy tools for Education Cloud, Salesforce is addressing a critical need: helping advancement teams optimize and scale the work of fundraisers,...

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Volunteer Management for Nonprofit Cloud is finally here - and it’s a big deal....

Using Salesforce Education Cloud as a Modern Student Information System

Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,...

The Top Ways Technology Expands Access To Donor-Advised Funds

Thanks to technology and digital platforms, access to donor-advised funds (DAFs) has expanded for a wider spectrum of donors....

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's...