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....

A Recap of Dreamforce 2015 – Day 2

DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition of Dreamforce! The lineups seemed to...

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were...

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use...

5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key...

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases....

Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see...