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...

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to...

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object...

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents....

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several...

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may...

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the...