Thought Leadership

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

Latest Posts

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...

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size...

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for...

Salesforce Peer-to-Peer Fundraising E-Book

Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an overview of current solutions available to...

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,...

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;...

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by...

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,...

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have...

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization....

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key...

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I...

White Paper: Becoming a Connected Organization

Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the...

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following...