Thought Leadership

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

Latest Posts

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...

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team...

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy...

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have...

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier....

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic...

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to...

My Favorite Things: Apsona for Salesforce

Apsona for Salesforce is an app available on the AppExchange. It is a supplement to your existing Salesforce that significantly expands your ability to work with your...

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are...

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your...

Goodies Give Back: Celebrating the Season of Giving Year-Round

The season of giving has always been a time for us to pause, count our blessings, and reflect on what we are grateful for. It is...

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The ability to deliver great user experiences is one of the strengths of Salesforce’s Nonprofit Cloud that makes it vastly superior to Blackbaud brand fundraising solutions...

Agentforce for Nonprofits and Higher Education: What You Need to Know

Here are our first impressions and thoughts about Agentforce, Salesforce's newest suite of autonomous, more advanced, accurate, and intelligent AI agents, how it works, and its...

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To Work Certified® company in the United...

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and media onto a new device. If...

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but it is a legitimate question that...