Thought Leadership

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

Explore by Topic:

Industry
- Cloud for Good
- Financial Services
- Higher Education
- Nonprofit
- Public Sector
- Salesforce
Topic / Function
- Academic Operations & Research
- Advancement & Alumni Engagement
- AI & Automation
- Change Management & User Adoption
- Company News & Culture
- Constituent & Customer Experience
- Data & Analytics
- Events
- Financial Aid
- Fundraising & Donor Engagement
- Governance, Security & Compliance
- Grantmaking
- Impact Measurement
- Implementation & Optimization
- Marketing & Communications
- Member Experience & Lending
- Migration & Integration
- Patient Engagement & Care
- Program & Case Management
- Public Sector Services
- Recruitment & Admissions
- Salesforce Administration
- Student Information Systems
- Student Success & Advising
- Technology Strategy
- Volunteer & Membership Management
- Workforce & Staffing
Product / Service
- Admissions Connect
- Agentforce
- Blackbaud CRM & Luminate
- Cirrus Financial Aid
- Cirrus Fundraising Agent
- Commerce Cloud
- Crystal Reports
- Cumulus Fundraising
- Cumulus Grantmaking
- Data Cloud
- Direct Response Services
- EDA / HEDA
- Elevate
- Experience Cloud
- Financial Services Cloud
- Headless 360
- Health Cloud
- Managed Services
- Marketing Cloud
- Marketing Cloud Account Engagement
- Marketing Cloud Intelligence
- Marketing Cloud Personalization
- MuleSoft
- NGO Connect
- NPSP
- OmniStudio
- Other Apps & Integrations
- Public Sector Solutions
- Raiser's Edge
- Revenue Cloud
- Sales Cloud
- Salesforce Education Cloud
- Salesforce Nonprofit Cloud
- Salesforce Platform
- Salesforce Shield
- Salesforce SIS
- Service Cloud
- Slack
- Stratus
- Student Success Hub / Salesforce Advisor Link
- Tableau & CRM Analytics
- Talent for Good

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I

White Paper: Becoming a Connected Organization

Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board

Your Organization Needs a Salesforce Administrator – Could It Be You?

Written by Cloud for Good Team At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade.

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were

Cloud for Good Named to Inc. 500 List

Inc. magazine ranked Cloud for Good No. 434 on the 2014 Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the

Latest Posts

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

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

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

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Lessons Learned: Great Customer Service Through Humanity

How Dreamforce Changed Me

White Paper: Becoming a Connected Organization

10 Reasons Your Nonprofit Should Attend Dreamforce

Become a Connected Organization with NGO Connect

Making Your Back Office Hum with Salesforce

Your Organization Needs a Salesforce Administrator – Could It Be You?

So, you think you want to upgrade to NPSP 3.0…

The Community’s Salesforce Hidden Gems

Cloud for Good Named to Inc. 500 List

Latest Posts

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

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce

Apsona Mail Merge for Salesforce

4 Steps to Integrate Social Media Into Your Campaigns

Salesforce Sandbox and How To Use It

Volunteer Management in Salesforce