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Best Practices

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All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board system that handles the posting of job applications, interview scheduling, ratings, etc. Here’s an example of a common back-office process that can be made more efficient with some very simple automation in Salesforce.

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At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be someone who has “administer Salesforce” written into their job description, just as there may not be someone on staff who is responsible for maintaining the website, putting antivirus software on the computers, or fixing the printer when it jams. Nonetheless, those are all important tasks, and when it comes to Salesforce, it’s crucial to have a designated administrator.

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The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here’s what you should consider and what you need to do to upgrade.

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Best Practices

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were so good, I decided to curate and share them on this blog. If you have any additional hidden gems, please post them in the comments section of this post.

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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 child at Christmas. Here’s a look at the changes.

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Apsona creates user-friendly, browser-based web applications for CRM and e-commerce. Its offerings include Apsona for Salesforce, a Salesforce.com add-on for improved data manipulation, cross object filtering and reporting, and multi-step reporting, a powerful multi-object reporting tool.

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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.

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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 work and coordination and generally put stress on an organization. Luckily, there are a host of event management tools that can help promote events, process ticket sales, track event registrations and check in guests.

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Best Practices

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.

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My parents liked to work with their hands – I learned to sew from my mother, and basic carpentry from my father. In both cases, the old adage of “measure twice, cut once” applied to what I was learning, and I often return to this principle when working with Salesforce. I’ve previously written about how organizations can support implementations for the long haul and considerations for best practice, but this blog is intended to be a reflection on how organizations can better “measure twice” during a Salesforce implementation and extend its functionality. Because in Salesforce, it’s easy to “cut once,” but cutting twice or more can sometimes mean substantial amounts of time and effort revising data, data architecture, and programming within the platform.

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