Thought Leadership

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

Latest Posts

Salesforce Foundation Higher Education Summit 2015

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

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

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

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

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

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

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

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.

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

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...
Modern Day Advancement on Salesforce

Modern Day Advancement on Salesforce

Download the Modern Day Advancement on Salesforce whitepaper to learn more about how there is no platform better suited to serve advancement teams than Salesforce.

...
What to Expect from the Summer '21 Release

What to Expect from the Summer ’21 Release

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and the Active Licenses tab. Additionally, there...

Recapping the First Salesforce Nonprofit Summit Sessions

Recapping the First Salesforce Nonprofit Summit Sessions

On April 21, 2021, Salesforce.org brought together an international Nonprofit Community for the very first Nonprofit Summit.  Held virtually, this inaugural event featured appearances from inspiring...

Inferring Gender for Personalized Ads on Social Media

Inferring Gender for Personalized Ads on Social Media

As a frequent Salesforce Social Studio user, I often find myself exploring the new avenues that the tool offers. While diving into a Cloud for Good-specific...

How Zero to Three Improves Childhood Development Through Salesforce Technology

How Zero to Three Improves Childhood Development Through Salesforce Technology

Salesforce technology has played an increasingly prevalent role in the delivering of Zero to Three’s mission....
What Can Salesforce Do For Nonprofits?

What Can Salesforce Do For Nonprofits?

Salesforce brings over 150K companies and their customers together through the power of connective technology.  There have been great blogs and videos released explaining how the expansive platform works to help break...