Thought Leadership

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

Latest Posts

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!...

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....

Recapping the 1st Annual Higher Education Dreamin’

On January 27, the Salesforce.org Higher Education Advisory Council put on the first-ever Higher Education Dreamin’ virtual conference....

Nick LaGarde, Director, Professional Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Nick Lagarde, director, professional services Vancouver, British Columbia Nick enjoys...

Graham Nelson, Director of Managed Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Graham nelson, director, managed services Vicotria, British Columbia As a...

What is Salesforce Multi-Factor Authentication (MFA)?

The new multi-factor authentication requirement for internal Salesforce users goes into effect on 2/1/22. Here's all you need to know......

Meet The First Talent For Good Cohort

We are thrilled to formally introduce the first Talent for Good cohort on January 31, 2022. The first cohort consists of fifteen individuals who will spearhead...

Why Salesforce Outpaces the Marketing Automation Competition

There is a multitude of marketing automation tools on the market today, but none come more highly recommended from Cloud for Good than Salesforce Marketing Cloud....