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?...

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

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

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

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

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.

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...