Thought Leadership

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

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

Latest Posts

From the Application to the Road: How AI Is Transforming Department of Transportation Operations

By Chandler Jenkins IMAGE Featured image. A DoT inspector in a hi-vis vest on a highway or bridge, tablet in hand, with an oversize-load truck in

People First, Everywhere We Work: Cloud for Good Is Great Place to Work Certified Across the US, Canada, and India

Cloud for Good, a Salesforce Implementation Partner, is now Great Place to Work Certified in the US, Canada, and India. See how a human-driven tech company

From the First Click to the Counter: How AI Is Transforming DMV Operations

The scale a DMV carries is hard to overstate. Federal figures put the number of licensed drivers in the United States at more than 237 million,

Agentforce for Financial Services: What Credit Unions Need to Know

AI in credit unions is no longer a future conversation. At Dreamforce 2026, Salesforce reported Fulton Bank saved 80,000 hours with Agentforce. Nicole Johnson, Cloud for

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Claudeforce, Agentforce, Headless 360, and Slackbot: how the Salesforce AI stack fits together for nonprofits, higher ed, credit unions, and government.

Salesforce in Claude. Claude in Salesforce.

A two-way road. Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error

When Silence Is the System: Closing the Communication Gaps in Foster Care

Silence has failed the foster care system on both ends. On one end is the person who decided they might be ready to foster a child.

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

Joy Asakawa, Director of Sales, EDU For years, higher education institutions have relied on integration platforms and middleware solutionslike Lingk to move critical data between their

The AI Your Team Will Actually Use Is Already in Slack

AI adoption stalls when tools sit outside the workflow. Here is why Cloud for Good treats Slack as the employee AI productivity layer to start with.

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.

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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

Latest Posts

From the Application to the Road: How AI Is Transforming Department of Transportation Operations

People First, Everywhere We Work: Cloud for Good Is Great Place to Work Certified Across the US, Canada, and India

From the First Click to the Counter: How AI Is Transforming DMV Operations

Agentforce for Financial Services: What Credit Unions Need to Know

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Salesforce in Claude. Claude in Salesforce.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System

When Silence Is the System: Closing the Communication Gaps in Foster Care

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

The AI Your Team Will Actually Use Is Already in Slack

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