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

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...

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...

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently...

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board...

Your Organization Needs a Salesforce Administrator – Could It Be You?

At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written...

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade....

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were...

Cloud for Good Named to Inc. 500 List

Inc. magazine ranked Cloud for Good No. 434 on the 2014 Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the...