Thought Leadership

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

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

Latest Posts

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

The Cloud for Good team at Salesforce's highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Education Cloud from

Where to Find Cloud for Good: Dreamforce 2024

Written by Cloud for Good Team Get ready for Dreamforce 2024! Salesforce’s flagship event is set to kick off on Tuesday, September 17th in San Francisco,

Highlights from the CASE Summit for Leaders in Advancement

Jordan Sites shares the highlights of the 2024 CASE Summit for Leaders in Advancement, where the Cloud for Good team and other advancement leaders learned, connected,

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

This guest blog by Blackthorn CEO Chris Federspiel dives into the importance of choosing the right event management platform that can meet your current event management

A Path to Success: Strategic Salesforce Roadmap

By laying a comprehensive strategic roadmap, Cloud for Good is helping the college harness the full potential of Salesforce, ensuring that its technology would both support

Salesforce Announces New Product Innovations for Education Cloud at the CASE Summit for Leaders in Advancement

Salesforce announced three new product innovations for Education Cloud for Advancement & Alumni Relations at the CASE Summit for Leaders in Advancement in New York City

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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

Latest Posts

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Ready To Start With Your Implementation? Think Again

The Power of US Hub

Cloud for Good Goes to Washington for NTC14

Email to Case – An Overview

Why Cloud for Good is Excited About Dreamforce

Choosing the Right Email Provider for Your Salesforce

Choosing Between the NPSP and Standard EE

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

Highlights from the CASE Summit for Leaders in Advancement

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

A Path to Success: Strategic Salesforce Roadmap

Salesforce Announces New Product Innovations for Education Cloud at the CASE Summit for Leaders in Advancement