Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.
Cloud for Good is delighted to release the results of the nonprofit fundraising survey in the Salesforce Fundraising Trends Report. Find out how other nonprofits are using Salesforce to raise more funds. Download your copy today.
On May 2, 2017, our Founder and CEO, and Salesforce MVP, Tal Frankfurt will be speaking at the Salesforce World Tour in New York. His session will begin at 12:30 pm in the Admin Theater where he will discuss fundraising with Salesforce.
Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent Salesforce release.
Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data Architecture (HEDA) can assist you with improving advancement.
On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get started with Lightning.
Put donor engagement plans to work for your organization. Utilize Engagement Plans in the Nonprofit Success Pack to assist with your fundraising efforts.
Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors (or other constituents like volunteers or program participants).
Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has evaluated several options on the AppExchange to assist as you do your research.
The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an out of the box (OOB) function of Salesforce or NPSP doesn’t fit your business process exactly, you do not necessarily need to create an entirely new object.