Thought Leadership

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

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.

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

Latest Posts

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

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

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,

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff

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!

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.

Stratus for Blackbaud Migration: A Smarter Path to Salesforce

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic

Agentforce Education Migration: Helping Your Student Data Work Smarter

Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation

See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

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

Best (of the Best) Practice with Salesforce

Latest Posts

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

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

Avoiding Growing Pains Through Good Governance

What You Should Do Before an Enterprise-Wide CRM Implementation

Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

Going to Dreamforce? Let’s Meet!

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Agentforce Education Migration: Helping Your Student Data Work Smarter

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation