Thought Leadership

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

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.

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

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

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

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

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

Latest Posts

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Volunteer Management for Nonprofit Cloud is finally here - and it’s a big deal.

Using Salesforce Education Cloud as a Modern Student Information System

Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,

The Top Ways Technology Expands Access To Donor-Advised Funds

Thanks to technology and digital platforms, access to donor-advised funds (DAFs) has expanded for a wider spectrum of donors.

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.

7 Key Advancement Insights From CASE Drive 2025

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.

What To Expect When You’re Expecting (Salesforce)

If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation,

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of

Top 10 Reasons Nonprofits Love Marketing Cloud

Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization.

Do You Know How to ERD?

Written by Cloud for Good Team First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this:

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.

Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it

Thought Leadership

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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

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Ready To Start With Your Implementation? Think Again

Latest Posts

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Using Salesforce Education Cloud as a Modern Student Information System

The Top Ways Technology Expands Access To Donor-Advised Funds

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

Salesforce Summer ’25 Release: What You Need to Know

Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking

7 Key Advancement Insights From CASE Drive 2025

Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot

What To Expect When You’re Expecting (Salesforce)

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

Top 10 Reasons Nonprofits Love Marketing Cloud

Do You Know How to ERD?

Salesforce for Global Nonprofits

Finding a Trusted Advisor