Thought Leadership

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Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.
Custom Code: Are you ready? - Cloud for Good

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
At Project's End: Separation Anxiety and User Adoption - Cloud for Good

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride
12 Ways Dreamforce is Hard - Cloud for Good

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.
Best (of the Best) Practice with Salesforce - Cloud for Good

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to
Better Living Through Training and Documentation - Cloud for Good

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.
Ensuring Training Success - Cloud for Good

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ
Using Salesforce to Cultivate Donor Relationships - Cloud for Good

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your
Introducing Social Customer Service

Introducing Social Customer Service

For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,
New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about
Handling Anonymous Donors With Salesforce

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a
Invest in Your Salesforce Administrator

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation
Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.
Getting the WHOLE Team On Board: Lessons Learned About Change Management

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there
5 Things to Consider When You Integrate Quickbooks and Salesforce

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream

The Cloud Is Transforming Higher Education

NOTE: This blog was originally posted on Forbes. Read it here. American youths have a keen desire to learn, often leading them to pursue additional education after

Don’t Get Spooked by Salesforce Data Security

The term “data security” can be frightening for many people, especially solo admins! However, never fear, by double-checking and enabling a few features, the worry over

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

NOTE: This blog was originally posted on Forbes. Read it here. Ask any academic institution what its top concern is this year, and you’ll probably hear something along

Budget Planning Season is Underway – Remember to Leave Room for Technology

Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and benefits), office expenses (rent and utilities) and program costs (supplies and materials). More often than not, technology

Cloud for Good Ranks on Computerworld's Best Places to Work in IT List as the #1 Small Business

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDG’s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

7 Salesforce Implementation Best Practices Tips

Are you looking to make the move to a new CRM, yet don’t know where to begin? Are you feeling overwhelmed or perhaps finding the transition