Thought Leadership

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

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Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships.

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact.

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and

Public Sector Keynote at Dreamforce 2025: What You Need to Know

The public sector keynote at Dreamforce 2025 unveiled a bold vision to help public sector organizations and government agencies meet their mandate with the launch of

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.

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

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

Latest Posts

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.

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.

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

7 Ways to Optimize Your End-of-Year Giving

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Meet the Monsters of Fundraising and Discover How to Defeat Them

Education Keynote at Dreamforce 2025: What You Need to Know

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

Public Sector Keynote at Dreamforce 2025: What You Need to Know

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

Education Cloud Summit: Dreamforce2U

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

Latest Posts

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?

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Work.com: Time for Another Look

Salesforce Scheduled Unit Tests

Investing in Salesforce Success

The 360 on roundCause

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce