Thought Leadership

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

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

How Businesses Must Adapt to a 21st Century Workforce

This post was originally published on the Salesforce blog. From self-driving cars to personalized marketing journeys, the world is changing and it is changing fast. In many

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

Latest Posts

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

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

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange. It is a supplement to your existing Salesforce that significantly

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

Choosing a Salesforce Consulting Partner

A little over a year ago I wrote “To CRM or not to CRM: Is that the Question?” with the purpose of providing nonprofit organizations with

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

Thought Leadership

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Take Note! Migrating Notes to New Content Notes in Salesforce

How Businesses Must Adapt to a 21st Century Workforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Social Engagement Management: The New Sheriff in Town

Latest Posts

Salesforce Foundation Higher Education Summit 2015

Migrating from Common Ground to NGO Connect: Tips for Migration

Talk To Your Data

Top 5 Chrome Extensions for Salesforce Administrators

Making it Seamless: Autolaunched Flows and Custom Settings

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Target Your Constituents with the Right Message at the Right Time

My Favorite Things: Apsona for Salesforce

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Choosing a Salesforce Consulting Partner

Why Cloud for Good is Excited About Dreamforce

Choosing the Right Email Provider for Your Salesforce

Choosing Between the NPSP and Standard EE

Data Migration: Apsona for Salesforce

Reporting Calculus with Analytic Snapshots

Winter 13 Release for Nonprofits – Sales Cloud