Thought Leadership

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

Latest Posts

Introducing Social Customer Service

Introducing Social Customer Service

For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,...
New Salesforce Visual Workflow Features

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

Handling Anonymous Donors With Salesforce

Respecting a donorโ€™s request for anonymity is critical to your relationship with your donors but your organization should retain the donorโ€™s name and contact information when...
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

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

If youโ€™re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, youโ€™re probably nursing a...
Invest in Your Salesforce Administrator

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an โ€œAdmin Zoneโ€ 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 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

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

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

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

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...
Word cloud featuring words like learning, thinking, skills, successful, strategies.

Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesnโ€™t need to involve having each user take a quiz or survey. You can likely identify some personality traits or...
Blue world map showing various white pins scattered across different continents.

A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that...
Silhouette of a teacher pointing at a whiteboard, presenting to a class of students.

Creating a Data Map When You’re Lost in Data!

A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different...
Stressed woman at a desk holding her head while multiple hands offer her devices and coffee.

Volunteer Time Off: Engineering the Future

Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us...
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Salesforce Trailhead Guides You to Success

Are you looking for training resources for your users? Check out Salesforce's free, fun interactive learning path, Trailhead....

How to Convince Your Management to Implement Salesforce

Tips to help you convince your organization's management that implementing Salesforce is the right move for your nonprofit. Be prepared by doing your research, citing use...