Thought Leadership

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

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New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?

Latest Posts

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.

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.

Nonprofit Success Pack (NPSP) for Higher Education Advancement

While NPSP was historically associated with the nonprofit sector, the versatility and customizability of the solution can also support large-scale fundraising for higher education institutions.

You Can Have it all (With External Data Architectures)

Written by Cloud for Good Team It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel

Managing Your Programs with Salesforce

Written by Cloud for Good Team Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or

Unified customer experience with Service Cloud

Written by Cloud for Good Team The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable,

Options for Your Accounting Reconciliation with Salesforce

Written by Cloud for Good Team We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance.

Reducing technology debt with Salesforce

Written by Cloud for Good Team The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Invest in Your Salesforce Administrator

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Getting the WHOLE Team On Board: Lessons Learned About Change Management

5 Things to Consider When You Integrate Quickbooks and Salesforce

User Adoption: Naming Your Salesforce

Salesforce1 Mobile App

Get Connected, Lightning Fast

Latest Posts

Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

Going to Dreamforce? Let’s Meet!

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?

Nonprofit Success Pack (NPSP) for Higher Education Advancement

You Can Have it all (With External Data Architectures)

Managing Your Programs with Salesforce

Unified customer experience with Service Cloud

Options for Your Accounting Reconciliation with Salesforce

Reducing technology debt with Salesforce