
Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.
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Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your data loading/cleansing utility box.

The number one question I hear when dealing with clients who want to add new data to Salesforce is, “How can I make sure I’m creating duplicate records?” There isn’t a perfect solution to the problem, but there is a pretty darn good one. Check out DemandTools.

The Apex Data Loader is one of my stand-by’s. It’s a solid, no-frills workhorse that’s really good at the “E” and the “L” (exporting and importing). Check out this post to learn why.

Once you have an understanding of your needs and budget, you can start to look at different tools. Here are a few tools that we’ve worked with at Cloud for Good and had success with.

Many organizations have some need to use Salesforce.com for event registrations or ticket sales. This post includes some tips and considerations.

This post includes a comparison of different reporting and BI tools for Salesforce: Conga Queries, BI OnDemand, Crystal Reports, GoodData, and Birst.

To help you master the art of searching in Salesforce this post includes a few tips and tricks for the Salesforce Global Search.

A few months ago I spent some time reflecting on the projects we have done

Surveys. They’re a fact of life when working in a nonprofit organization. Too often they

At Cloud for Good, we understand that your mission is critical, which is why we recommend that every Salesforce donation recipient should, if possible, get some help from qualified consultants, even if just to get off the ground. Your Salesforce is THE heart of all the people related to your organization—all your contacts, all your partners, volunteers, donors and prospective donors, your clients—the people who matter to you! It just makes sense to set your Salesforce up to reflect the unique organization you are.