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Thought Leadership

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

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Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Written by Cloud for Good Team There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce

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Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an
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Exciting Times To Be Part of the Salesforce Ecosystem

Written by Cloud for Good Team From where I am standing today, it is hard to rewind back to 8 years ago when I joined the

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Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able
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Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret.
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Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events
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Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's
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Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you
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Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
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Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
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Latest Posts

Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

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
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Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
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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.
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Salesforce Administrators and Puppies - Cloud for Good

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
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The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

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.
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To CRM or not to CRM: Is that the question? - Cloud for Good

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.
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Custom Code: Are you ready? - Cloud for Good

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
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At Project's End: Separation Anxiety and User Adoption - Cloud for Good

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
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12 Ways Dreamforce is Hard - Cloud for Good

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.
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Best (of the Best) Practice with Salesforce - Cloud for Good

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
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Cloud for Good at Dreamforce 2025_ The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good at Dreamforce 2025: The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good has created a dynamic, immersive experience at Dreamforce 2025 designed to connect, educate, and inspire nonprofit, higher ed, and public sector Trailblazers.
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Education Cloud Summit_ Dreamforce2U

Education Cloud Summit: Dreamforce2U

Education Cloud Summit: Dreamforce2U Shaping the Future of Education with Salesforce Please save the date for this special event highlighting key updates from Dreamforce and upcoming

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Salesforce’s Approach to Reimagining the Student Information System_ A Learner-Centered and AI-Powered System

Salesforce’s Approach to Reimagining the Student Information System: A Learner-Centered and AI-Powered System

Salesforce, with support from Cloud for Good, is reimagining what a SIS can and should be by taking the power of a CRM and combining it
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Revenue Cloud in the Impact Sector_ Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud in the Impact Sector: Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud is opening new possibilities for nonprofits and higher education institutions alike. When combined with Nonprofit Cloud and Education Cloud, it can help organizations break
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The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

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

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.
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