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...

How Talent for Good Can Help You Hire Your Next Salesforce Role

Cloud for Good has developed Talent for Good to truly transform the way organizations find, hire, and retain Salesforce staff. Learn how Talent for Good can...

What Dreamforce 2022 Means for the Future of Education

Here are a few of the key takeaways I walked away from Dreamforce 2022 with and what I think they will mean for the future of...

Required Opted Out Field Sync Changes Coming to Pardot

Pardot (Marketing Cloud Account Engagement) has announced the Opted Out field syncing will require a change to all accounts before 02/26/2023....

Maximizing Your Student Success on Salesforce

Shifts within the education sector continually change how we define student success. Here's how to stay ahead of the curve....

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

I had the pleasure of sitting in on the Dreamforce '22 Nonprofit Keynote and was so inspired. Here are some of my favorite highlights....

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered....