Thought Leadership

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

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.

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

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?

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?

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

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

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Latest Posts

5 Ways to Get Staff on Board with Chatter

Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social.

You Can Do Anything With Salesforce

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success

Questions to Ask Before Your Next Data Migration

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question.

Security vs Convenience: Securing Your Salesforce Org

When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output.

3 Reasons to Start Peer-to-Peer Fundraising Now

There are a lot of factors that go into running a great peer-to-peer fundraising campaign. But before you delve into the planning phase, realizing its full

Developing a High-Quality Salesforce Solution

Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an

Using Salesforce Experience, Marketing, and Commerce Clouds to Increase Constituent Engagement

Experience Cloud, Marketing Cloud, and Commerce Cloud are the three primary Salesforce solutions suited to create constituent engagement today.

Data Drives Success: Tools to Empower Your Organization

Cloud for Good, UC Innovation, and iWave explore the nearly-endless ways Salesforce technology can help organizations raise more funds.

Increasing Engagement Across the Student Lifecycle with Marketing Cloud

Learn how two Marketing Cloud products are helping institutions greatly increase engagement across the student lifecycle.

Salesforce for Associations: Building Relationships That Drive Change

Written by Cloud for Good Team Salesforce is the platform of choice for over 150K companies worldwide. This is because the technology helps empower users to

Using Salesforce to Increase Engagement with Hillel International

Cloud for Good has helped Hillel International increase engagement and online giving by 500% over the past five years.

Marketing Cloud GPT, Data Cloud Updates, and the Future of Open AI from Connections 2023

Salesforce Connections 2023 is the marketing and commerce learning event of the year for customer-first innovation. Here are our takeaways.

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Going to Dreamforce? Let’s Meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

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

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Latest Posts

5 Ways to Get Staff on Board with Chatter

You Can Do Anything With Salesforce

Three Ways To Make Sure that Your Next Big Software Project Is A Success

4.5 Great Ways to use Pinterest and Salesforce

Why Integrations and Clean Manageable Data Help Change the World

5 Key Items to Run a Successful Salesforce Implementation

Questions to Ask Before Your Next Data Migration

Security vs Convenience: Securing Your Salesforce Org

3 Reasons to Start Peer-to-Peer Fundraising Now

Developing a High-Quality Salesforce Solution

Using Salesforce Experience, Marketing, and Commerce Clouds to Increase Constituent Engagement

Data Drives Success: Tools to Empower Your Organization

Increasing Engagement Across the Student Lifecycle with Marketing Cloud

Salesforce for Associations: Building Relationships That Drive Change

Using Salesforce to Increase Engagement with Hillel International

Marketing Cloud GPT, Data Cloud Updates, and the Future of Open AI from Connections 2023