Thought Leadership

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

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Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I

White Paper: Becoming a Connected Organization

Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board

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

Salesforce SIS: The Future of Student Information Systems Prioritizes User Experience and AI, No Record Keeping

Salesforce SIS connects admissions, advising, financial aid, and student success in one platform, helping institutions deliver better outcomes and experiences.

Salesforce Winter ‘26 Release: What You Need to Know

Salesforce’s Winter ‘26 release is here, and it brings enhancements to reporting, simplifies org management, and helps you and your team get even more out of

Education Leadership Summit 2026: Advancing the Future-Ready Institution with Data and AI

Higher education continues to evolve under increasing pressure to deliver better outcomes with greater efficiency. From enrollment challenges to rising expectations around the student experience, institutions

Salesforce Spring ’26 Release: Key Updates for Admins

It’s that time of year, the Salesforce Spring ’26 Release. In this release, there are a number of updates to support Admins to enhance user experience, update

7 Reasons We Love Salesforce Security (And You Should Too!)

Show your org some love: Strengthen your Salesforce security strategy.

Evolving the Power of Us: From NPSP to Agentforce Nonprofit

Salesforce is evolving the Power of Us program, guiding nonprofits from NPSP to Agentforce Nonprofit. Cloud for Good CEO Tal Frankfurt shares the history, strategy, and

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Top 5 Favorite Salesforce Announcements at Dreamforce

Dance Me To The End – 5 Tips for After Dreamforce

4 Steps to Become Salesforce Analytics Cloud Ready

Lessons Learned: Great Customer Service Through Humanity

How Dreamforce Changed Me

White Paper: Becoming a Connected Organization

10 Reasons Your Nonprofit Should Attend Dreamforce

Become a Connected Organization with NGO Connect

Making Your Back Office Hum with Salesforce

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

Salesforce SIS: The Future of Student Information Systems Prioritizes User Experience and AI, No Record Keeping

Salesforce Winter ‘26 Release: What You Need to Know

Education Leadership Summit 2026: Advancing the Future-Ready Institution with Data and AI

Salesforce Spring ’26 Release: Key Updates for Admins

7 Reasons We Love Salesforce Security (And You Should Too!)

Evolving the Power of Us: From NPSP to Agentforce Nonprofit