Thought Leadership

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

Latest Posts

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?...

Salesforce Nonprofit Dashboards: Not Just For Fundraising

If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress...

NPSP and NGO Connect Product Roadmaps

Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both...

Lightning Strikes Dreamforce – What It Means for Your Organization

What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce...

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one...

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so...

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to...

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have...

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization....

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key...

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account...

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce Professional, but very few to provide...

Exciting Times To Be Part of the Salesforce Ecosystem

From where I am standing today, it is hard to rewind back to 8 years ago when I joined the Salesforce ecosystem. At that time, the...

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an...

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able...

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret....