Thought Leadership

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

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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

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

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.

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

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left

A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

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

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.

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

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.

Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board

Cloud for Good has nominated its founder and CEO, Tal Frankfurt, to the Salesforce Foundation Nonprofit Starter Pack Advisory Board. Please vote for him today.

Recipes for Success: Salesforce and IFTTT

Automate Salesforce and Social Media with IFTTT. Work smarter, not harder by automating common tasks.

What Nonprofits Don’t Know About Salesforce Data Loss Can Hurt Them (And Their Mission)

What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team

We Are A Great Place to Work ®

Cloud for Good today was Reviewed by its employees and Great Place to Work®. The Review highlights what makes its workplace culture great in areas like

Just Do It! : Tips for Passing a Salesforce Certification Exam

I encourage everyone to take a certification exam. They are not only a stamp in your Salesforce passport, but they expose you to parts of Salesforce

Connections 2015: Bringing the Marketing Cloud to Nonprofits

Connections just wrapped up in New York, and by far this was the best showing of the whole Marketing Cloud to the public. Click here to

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Moving House: Steps for a Successful Data Migration

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

A Recap of Dreamforce – Day 3

A Recap of Dreamforce 2015 – Day 2

A Recap of Dreamforce 2015 – Day 1

Simplify Salesforce Requirements Gathering with Use Cases

NPSP 3.0 Feature Overview

5 Thoughts about Salesforce Lightning Experience

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?

Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board

Recipes for Success: Salesforce and IFTTT

What Nonprofits Don’t Know About Salesforce Data Loss Can Hurt Them (And Their Mission)

We Are A Great Place to Work ®

Just Do It! : Tips for Passing a Salesforce Certification Exam

Connections 2015: Bringing the Marketing Cloud to Nonprofits