Thought Leadership

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

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Get Connected, Lightning Fast

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?
Salesforce Nonprofit Dashboards: Not Just For Fundraising

Salesforce Nonprofit Dashboards: Not Just For Fundraising

If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
NPSP and NGO Connect Product Roadmaps

NPSP and NGO Connect Product Roadmaps

Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
Lightning Strikes Dreamforce - What It Means for Your Organization

Lightning Strikes Dreamforce – What It Means for Your Organization

What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce
Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one
Integrating Google Apps and Salesforce: A Bridge Between Clouds

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so
Top 5 Favorite Salesforce Announcements at Dreamforce

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to
Dance Me To The End - 5 Tips for After Dreamforce

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have
4 Steps to Become Salesforce Analytics Cloud Ready

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.
Lessons Learned: Great Customer Service Through Humanity

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

Latest Posts

The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

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? - Cloud for Good

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? - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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 - Cloud for Good

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…
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Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Written by Cloud for Good Team There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce

Cartoon of a confused man scratching his head, surrounded by red question marks.

Exciting Times To Be Part of the Salesforce Ecosystem

Written by Cloud for Good Team From where I am standing today, it is hard to rewind back to 8 years ago when I joined the

Blue cloud logo with text salesforce.org.

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an
A desk calendar showing the month of November.

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able
I Love NY logo with a red heart and black text.

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret.
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Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events