Thought Leadership

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

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

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

Latest Posts

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Identify the Impact to Your AppExchange Partners and Technology Stack Integrations

Written by Cloud for Good Team Salesforce Nonprofit Success Pack (NPSP) has been a reliable and effective solution for the nonprofit space, but many nonprofit organizations

Goodies Give Back: Celebrating the Season of Giving Year-Round

Written by Cloud for Good Team The season of giving has always been a time for us to pause, count our blessings, and reflect on what

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The ability to deliver great user experiences is one of the strengths of Salesforce’s Nonprofit Cloud that makes it vastly superior to Blackbaud brand fundraising solutions

Agentforce for Nonprofits and Higher Education: What You Need to Know

Here are our first impressions and thoughts about Agentforce, Salesforce's newest suite of autonomous, more advanced, accurate, and intelligent AI agents, how it works, and its

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Written by Cloud for Good Team Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Written by Cloud for Good Team Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

The Cloud for Good team at Salesforce’s highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Nonprofit Cloud from

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

The Cloud for Good team at Salesforce's highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Education Cloud from

Where to Find Cloud for Good: Dreamforce 2024

Written by Cloud for Good Team Get ready for Dreamforce 2024! Salesforce’s flagship event is set to kick off on Tuesday, September 17th in San Francisco,

Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

The Salesforce Foundation has updated their Nonprofit Starter Pack application, and the new release gives us plenty of reasons to be as excited as a young

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome.

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to

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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

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Latest Posts

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Identify the Impact to Your AppExchange Partners and Technology Stack Integrations

Goodies Give Back: Celebrating the Season of Giving Year-Round

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

Agentforce for Nonprofits and Higher Education: What You Need to Know

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Celebrating the You in Community: Why Salesforce Just Does It Better

Click & Pledge Event Management

Make it Awesome: Salesforce and Eventbrite

Work.com: Time for Another Look