Thought Leadership

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

Explore by Topic:

Industry
- Cloud for Good
- Financial Services
- Higher Education
- Nonprofit
- Public Sector
- Salesforce
Topic / Function
- Academic Operations & Research
- Advancement & Alumni Engagement
- AI & Automation
- Change Management & User Adoption
- Company News & Culture
- Constituent & Customer Experience
- Data & Analytics
- Events
- Financial Aid
- Fundraising & Donor Engagement
- Governance, Security & Compliance
- Grantmaking
- Impact Measurement
- Implementation & Optimization
- Marketing & Communications
- Member Experience & Lending
- Migration & Integration
- Patient Engagement & Care
- Program & Case Management
- Public Sector Services
- Recruitment & Admissions
- Salesforce Administration
- Student Information Systems
- Student Success & Advising
- Technology Strategy
- Volunteer & Membership Management
- Workforce & Staffing
Product / Service
- Admissions Connect
- Agentforce
- Blackbaud CRM & Luminate
- Cirrus Financial Aid
- Cirrus Fundraising Agent
- Commerce Cloud
- Crystal Reports
- Cumulus Fundraising
- Cumulus Grantmaking
- Data Cloud
- Direct Response Services
- EDA / HEDA
- Elevate
- Experience Cloud
- Financial Services Cloud
- Headless 360
- Health Cloud
- Managed Services
- Marketing Cloud
- Marketing Cloud Account Engagement
- Marketing Cloud Intelligence
- Marketing Cloud Personalization
- MuleSoft
- NGO Connect
- NPSP
- OmniStudio
- Other Apps & Integrations
- Public Sector Solutions
- Raiser's Edge
- Revenue Cloud
- Sales Cloud
- Salesforce Education Cloud
- Salesforce Nonprofit Cloud
- Salesforce Platform
- Salesforce Shield
- Salesforce SIS
- Service Cloud
- Slack
- Stratus
- Student Success Hub / Salesforce Advisor Link
- Tableau & CRM Analytics
- Talent for Good

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

A technology roadmap provides higher education leaders with a clear, intentional path forward.

Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025: Impact Sector Summit

Dreamforce offers thousands of sessions and experiences, but the Impact Sector Summit creates a unique space for our community to come together with a shared purpose.

What Marketing Cloud Advanced Can Do For Higher Education

Marketing Cloud Advanced gives institutions advanced tools to understand constituents, personalize engagement, optimize campaigns, strengthen relationships, and act on unified data insights. It’s a powerful way

Education Cloud’s New Data Models: Ushering in a New Era of Philanthropic Giving in the Education Sector

With a new generation of philanthropy tools for Education Cloud, Salesforce is addressing a critical need: helping advancement teams optimize and scale the work of fundraisers,

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Volunteer Management for Nonprofit Cloud is finally here - and it’s a big deal.

Using Salesforce Education Cloud as a Modern Student Information System

Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,

The Top Ways Technology Expands Access To Donor-Advised Funds

Thanks to technology and digital platforms, access to donor-advised funds (DAFs) has expanded for a wider spectrum of donors.

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI

Latest Posts

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

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!

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

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

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025: Impact Sector Summit

What Marketing Cloud Advanced Can Do For Higher Education

Education Cloud’s New Data Models: Ushering in a New Era of Philanthropic Giving in the Education Sector

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Using Salesforce Education Cloud as a Modern Student Information System

The Top Ways Technology Expands Access To Donor-Advised Funds

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

Latest Posts

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

Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

Going to Dreamforce? Let’s Meet!

Winter ’14 Release: My Favorite Features for Nonprofits

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration