Thought Leadership

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

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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.

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

Latest Posts

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

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

How Cloud for Good Gives Back To Our Communities

Written by Cloud for Good Team 2020 was, by all accounts, a landmark year for Cloud for Good. Not only was it the company’s tenth anniversary,

The Role of Data Warehouses in Nonprofit Technology Strategies

Written by Cloud for Good Team Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the

Getting the Most From Technology With Salesforce Digital 360

Written by Cloud for Good Team Salesforce Digital 360 has become the new industry standard for creating more meaningful customer experiences through digital-first solutions. Connecting the

What Can Marketing Cloud Do for Education?

Written by Cloud for Good Team Often campuses come to Cloud for Good with their data spread out across various systems, departments, and sometimes even spreadsheets.

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Written by Cloud for Good Team Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New

Measuring Your Impact With Salesforce Tableau

Written by Cloud for Good Team You know you are making a difference in your communities, but do you know how to showcase that impact to

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

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?

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

Latest Posts

Choosing the Right Email Provider for Your Salesforce

Choosing Between the NPSP and Standard EE

Data Migration: Apsona for Salesforce

Winter 13 Release for Nonprofits – Sales Cloud

How to Integrate Online Forms with Salesforce.com?

How Cloud for Good Gives Back To Our Communities

The Role of Data Warehouses in Nonprofit Technology Strategies

Getting the Most From Technology With Salesforce Digital 360

What Can Marketing Cloud Do for Education?

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Measuring Your Impact With Salesforce Tableau