Thought Leadership

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

Latest Posts

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...
Apsona Mail Merge for Salesforce

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to...
7 Ways to Optimize Your End-of-Year Giving

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships....
Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact....
Meet the Monsters of Fundraising and Discover How to Defeat Them

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know....
Education Keynote at Dreamforce 2025_ What You Need to Know

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know....
Nonprofit Keynote at Dreamforce 2025_ What You Need to Know

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and...
Public Sector Keynote at Dreamforce 2025_ What You Need to Know

Public Sector Keynote at Dreamforce 2025: What You Need to Know

The public sector keynote at Dreamforce 2025 unveiled a bold vision to help public sector organizations and government agencies meet their mandate with the launch of...