Thought Leadership

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

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Connecting the Clouds with Marketing Cloud Connect

The newest update of Marketing Cloud Connect allows organizations to seamlessly connect their constituent data from Salesforce CRM with the communication, automation, and analytics tools in

The Secret to A Successful Nonprofit EcoSystem

Integration is when your cloud apps can seamlessly share data between each other. When this happens, there is no need to log in and out of

Fundraising with Amazon Wish Lists

Does your nonprofit have a wish list of things they need donated? If you do then you’ll want to keep reading. It’s time to set up

Introducing the Salesforce Higher Education Data Architecture (HEDA)

Salesforce.org recently released a new tool for colleges and universities, the Higher Education Data Architecture (HEDA) package. HEDA aims to offer a core architecture package for

Come See Us at the Salesforce World Tour Boston

Written by Cloud for Good Team The Salesforce World Tour is rolling into Boston, Massachusetts next week on April 7, and several of our team members

What To Expect When You’re Expecting (Salesforce)

If you were drawn to this article, you likely have a little bundle of cloud-based joy on the way. Congratulations! After a few months of preparation,

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

One of the most common integration requests from Salesforce users is syncing Salesforce with accounting apps likes Intacct, QuickBooks, and Xero. There is no shortage of

Top 10 Reasons Nonprofits Love Marketing Cloud

Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization.

Do You Know How to ERD?

Written by Cloud for Good Team First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this:

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.

Latest Posts

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,

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.

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

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.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Connecting the Clouds with Marketing Cloud Connect

The Secret to A Successful Nonprofit EcoSystem

Fundraising with Amazon Wish Lists

Introducing the Salesforce Higher Education Data Architecture (HEDA)

Come See Us at the Salesforce World Tour Boston

What To Expect When You’re Expecting (Salesforce)

5 Pitfalls To Avoid When You Integrate Salesforce and Accounting Apps

Top 10 Reasons Nonprofits Love Marketing Cloud

Do You Know How to ERD?

Salesforce for Global Nonprofits

Latest Posts

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Avoiding Growing Pains Through Good Governance

What You Should Do Before an Enterprise-Wide CRM Implementation

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

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

Better Living Through Training and Documentation