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

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

NTEN’s Nonprofit Technology Conference (NTC) took place March 13 through the 15th. Using Salesforce Radian6 we took a look at the conversations happening around the 2014

User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's

Life After Raiser’s Edge

While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data

Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

The Cloud for Good team at Salesforce’s highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Nonprofit Cloud from

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

The Cloud for Good team at Salesforce's highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Education Cloud from

Where to Find Cloud for Good: Dreamforce 2024

Written by Cloud for Good Team Get ready for Dreamforce 2024! Salesforce’s flagship event is set to kick off on Tuesday, September 17th in San Francisco,

Highlights from the CASE Summit for Leaders in Advancement

Jordan Sites shares the highlights of the 2024 CASE Summit for Leaders in Advancement, where the Cloud for Good team and other advancement leaders learned, connected,

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

This guest blog by Blackthorn CEO Chris Federspiel dives into the importance of choosing the right event management platform that can meet your current event management

A Path to Success: Strategic Salesforce Roadmap

By laying a comprehensive strategic roadmap, Cloud for Good is helping the college harness the full potential of Salesforce, ensuring that its technology would both support

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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

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

User Acceptance Testing (UAT) Isn’t Scary!

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Life After Raiser’s Edge

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Using Salesforce for Performance Monitoring and Program Evaluation

Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

Highlights from the CASE Summit for Leaders in Advancement

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

A Path to Success: Strategic Salesforce Roadmap