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

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.

Agentforce for Higher Education: Every Student Deserves a Timely Answer

An admissions officer managing hundreds of inquiries from prospective students. An academic advisor carrying a caseload that makes genuine support nearly impossible. An advancement officer trying to

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out

Agentforce Nonprofit brings purpose-built AI agents into your Salesforce CRM. See how Cloud for Good implements it around your mission, not a template.

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.

Stratus for Blackbaud Migration: A Smarter Path to Salesforce

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.

Stratus for Blackbaud Migration: A Smarter Path to Salesforce

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic

Agentforce Education Migration: Helping Your Student Data Work Smarter

Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation

See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.

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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

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

Agentforce for Higher Education: Every Student Deserves a Timely Answer

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery

Before Your AI Investment Pays Off, Your Data Has to Be Ready.

Agentforce Education Migration: Helping Your Student Data Work Smarter

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation