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 - 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

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

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

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

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

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

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

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

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...

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...

Putting Predictions Into Your Alumni Sustainer Program

The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering invaluable insights and health checks on their...

The Latest NPSP Releases for Summer ’20

The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features several innovations to the Lightning Flow...

Why Donating to Higher Education Still Makes a Difference

I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good; my mom is an admissions counselor...

New Salesforce Education Cloud Release Provides Connection in Times of Separation

The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the far-reaching effects of the COVID-19 pandemic...

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need....

5 Ways to Prepare for Your Salesforce Migration

When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation to keep in mind before moving...