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....

Creating a Culture of Care

I have been working in the Salesforce ecosystem for 10+ years, but my entire career has been dedicated to the mission of various nonprofit organizations like...

Top 10 Moments at Cloud for Good

2020 marks the 10th anniversary of Cloud for Good’s founding! While we celebrated the momentous anniversary earlier in the year, we can’t help but look back...

Why Cloud for Good is Excited About Salesforce.org Elevate

Salesforce.org’s Elevate is an innovative new addition to the Salesforce ecosystem of technology solutions, released in Spring 2020. The suite of integrated offerings made available through...

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Salesforce has enabled American Kennel Club to serve its dog-loving constituency through technology like never before....

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need....

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce....