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
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
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.
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
Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025
The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's
Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty
A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.
Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System
A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
Salesforce Summer ’25 Release: What You Need to Know
Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.
Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking
Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that amplify impact, Salesforce Nonprofit Cloud for Grantmaking is transforming grantmaking processes for organizations.
The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and
Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot
In this post, we compare Salesforce Marketing Cloud’s AI for marketing with HubSpot’s AI for marketing, diving deep into their features, performance, scalability, and results.
Where Purpose Meets Excellence: A Certified Great Place to Work
By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to
Five Ways Managed Services Can Improve User Engagement
By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of
Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space
Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
Salesforce can Help with US Tax Receipts for Donors
Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP
Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce
There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
