Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Going to Dreamforce? Let's Meet! -Cloud for Good

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 - Cloud for Good

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.
Icon of a person with a backpack looking at a sign or map.

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 - Cloud for Good

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 - 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.

Latest Posts

Why Organizations Must Continue AI Investment Despite Budget Pressures

Why Organizations Must Continue AI Investment Despite Budget Pressures

This guest blog by Applied AI expert James Villarrublia examines a fundamental shift happening in our workforce that encourages organizations to continue investing in AI amid
AI Agents in Education_ Highlights of the Education Summit 2025 Keynote

AI Agents in Education: Highlights of the Education Summit 2025 Keynote

The Education Summit 2025 Keynote opened our eyes to all the innovations and ways the higher education space can use AI agents and Agentforce to empower
3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

Here are three ways Cloud for Good's Managed Services offering empowers Salesforce admins.
Visionary CIOs Shaping the Future of Nonprofit and Education_ Highlights of Cloud for Good’s CIO for Good Summit in New York City

Visionary CIOs Shaping the Future of Nonprofit and Education: Highlights of Cloud for Good’s CIO for Good Summit in New York City

We kicked off 2025 with our CIO for Good Summit in New York City. The summit is the second of its kind, following in the heels
Preparing Your Salesforce Environment for AI in 2025 with Managed Services

Preparing Your Salesforce Environment for AI in 2025 with Managed Services

If using AI in Salesforce to elevate your organization’s impact and workflows is a goal you want to accomplish in 2025, here are the key steps
Data Cloud for Education_ Creating Meaningful Relationships Across the Student Lifecycle

Data Cloud for Education: Creating Meaningful Relationships Across the Student Lifecycle

Many innovative and modern technology solutions for the education industry are available today that higher education institutions can utilize to unify, unlock, and bring meaning to
Where to Find Cloud for Good at Education Summit 2025

Where to Find Cloud for Good at Education Summit 2025

If meeting and connecting with Cloud for Good at Education Summit 2025 is a top priority on your agenda, here are all the industry events, customer
Celebrating 15 Years of Cloud for Good

Celebrating 15 Years of Cloud for Good

To celebrate 15 years of Cloud for Good, we’re taking a look at a collection of numbers and stories (fifteen of them in total) to reflect
CARE + Cloud for Good_ A Trusted Long-Term Partnership in Technology Transformation

CARE + Cloud for Good: A Trusted Long-Term Partnership in Technology Transformation

Cloud for Good has been privileged to build a strong longstanding relationship with CARE and be CARE’s trusted partner on technology needs, support its long-term success
Why Cloud for Good is Excited About Salesforce Data Cloud for Direct Response Customers

Why Cloud for Good is Excited About Salesforce Data Cloud for Direct Response Customers

For years, nonprofits have relied on data warehouses to manage the large volumes of data required for effective direct mail campaigns, but now Salesforce has us
A large group of people posing for a group photo outdoors on a rooftop terrace.

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
Blue wavy cloud logo with text Cloud for Good.

Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's
A smiling woman with glasses and a man wearing a blue suit covered in white clouds.

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you
Two pie charts showing Public Cloud Spending by Service Type and by Region, 2014.

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
Blue wavy cloud logo with text Cloud for Good.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
Drawing of two hands, each holding a red heart shape.

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left