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...

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?...

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder....

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it....

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you...

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...