Thought Leadership

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

Latest Posts

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about...

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when...

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a...

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation...

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year....

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there...

5 Things to Consider When You Integrate Quickbooks and Salesforce

[vc_row][vc_column width=”1/1″][vc_column_text]By Amlan Debnath with Workato Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed...

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream...

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon...

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

Grant Management in Salesforce A grant is a sum of money given to an organization or individuals for a specific purpose. Securing grant funding can be...

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died in service of our country. Today,...

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Giving Day Campaigns A positive trend in the world today is the rise of charitable giving & altruism. In fact, in the US alone, we are...

Spooky Data Migrations: Demystified

With Halloween today, and all of the haunted houses, scary costumes, and horror nights at Theme Parks, I have already had my share of fright overload....

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

While it’s hard to believe it’s been nearly one year since my Winter ’18 post highlighting some of my favorite elements of the latest Salesforce release,...

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

Organization’s Goals Salesforce is constantly growing and evolving as the needs of organizations change. Over the next twelve months, organizations surveyed in Cloud for Good’s State...