Thought Leadership

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

Latest Posts

Nonprofit Starter Pack 3.0 - It’s Come a Long Way Baby

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0....
Celebrating the You in Community: Why Salesforce Just Does It Better

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow....
Click & Pledge Event Management

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard...
Make it Awesome: Salesforce and Eventbrite

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome....
Work.com: Time for Another Look

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to...
Salesforce Scheduled Unit Tests

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is...
Investing in Salesforce Success

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing...
The 360 on roundCause

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter...
Let it Flow: Salesforce Visual Flows

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you...
Lego Darth Vader figure holding a red lightsaber.

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field...
Salesforce-Winter-23-Release-What-You-Need-To-Know

Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance....
Why All Companies Must Explore the Role of Ethics in Technology

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important....
For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th straight year, Cloud for Good appears on the Inc. 5000 list, the most prestigious ranking of growing private companies in America....
7 Ways to Get Ready for End-Of-Year Giving Today

7 Ways to Get Ready for End-Of-Year Giving Today

Getting your Salesforce org ready for end-of-year giving is an essential part of being prepared for success....
Marketing Cloud Multi-Factor Authentication Security Options

Marketing Cloud Multi-Factor Authentication Security Options

Multi-factor Authentication (MFA) is required for Salesforce Marketing Cloud as of August 9, 2022. Here's what you need to know about the latest security updates....
How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

Learn how the lessons we've learned during the pandemic can help prepare your nonprofit or higher education institution for the impending recession....