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....

Modern Day Advancement on Salesforce

Download the Modern Day Advancement on Salesforce whitepaper to learn more about how there is no platform better suited to serve advancement teams than Salesforce.

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What to Expect from the Summer ’21 Release

There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and the Active Licenses tab. Additionally, there...

Recapping the First Salesforce Nonprofit Summit Sessions

On April 21, 2021, Salesforce.org brought together an international Nonprofit Community for the very first Nonprofit Summit. Held virtually, this inaugural event featured appearances from inspiring...

Inferring Gender for Personalized Ads on Social Media

As a frequent Salesforce Social Studio user, I often find myself exploring the new avenues that the tool offers. While diving into a Cloud for Good-specific...

How Zero to Three Improves Childhood Development Through Salesforce Technology

Salesforce technology has played an increasingly prevalent role in the delivering of Zero to Three’s mission....

What Can Salesforce Do For Nonprofits?

Salesforce brings over 150K companies and their customers together through the power of connective technology. There have been great blogs and videos released explaining how the expansive platform works to help break...