Thought Leadership

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

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but

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

Latest Posts

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.

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.

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need.

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce.

Putting Predictions Into Your Alumni Sustainer Program

Written by Cloud for Good Team The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering

The Latest NPSP Releases for Summer ’20

Written by Cloud for Good Team The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features

Why Donating to Higher Education Still Makes a Difference

Written by Cloud for Good Team I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good;

New Salesforce Education Cloud Release Provides Connection in Times of Separation

Written by Cloud for Good Team The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the

Thought Leadership

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Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

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?

Latest Posts

Salesforce Sandbox and How To Use It

Volunteer Management in Salesforce

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

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

Defending American Dreamers with New York Immigration Coalition + Salesforce

Putting Predictions Into Your Alumni Sustainer Program

The Latest NPSP Releases for Summer ’20

Why Donating to Higher Education Still Makes a Difference

New Salesforce Education Cloud Release Provides Connection in Times of Separation