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...

Salesforce Winter ’22 Release: What You Need to Know

In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit your Salesforce instance. Admins and Developers...

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Following the considerable success the University of Vermont (UVM) found using Salesforce Marketing and Service Cloud to safely and efficiently reopen their campus in the wake...

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Dreamforce 2021 Some of our Goodies received an exclusive invitation to attend Dreamforce 2021 live in person! While this was undeniably exciting, it was also slightly...

Solving the Salesforce Talent Gap

Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was what they call an “accidental admin”...

Save the Date: Giving Tuesday 2021

Giving Tuesday 2021 is just 60 days away, but don’t stress, if you haven’t started planning yet, you still have time. When is Giving Tuesday 2021?...

How Cloud for Good Gives Back To Our Communities

2020 was, by all accounts, a landmark year for Cloud for Good. Not only was it the company’s tenth anniversary, but it also marked the launch...