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Adding it Up: Understanding Roll-Up Summary Fields
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Managing Change in a Federated Organizational Model
The success of championing change and adopting and using new technologies depends on prioritizing and embracing change management, but federated organizations face unique challenges when it
Salesforce Summer ‘24 Release: What You Need to Know
Salesforce has launched its newest release, packed with updates aimed at enhancing your user experience and supercharging your Salesforce instance. We’ve read through all of the
Dream Big in Education With CRM + AI + Data + Trust: Education Summit 2024 Innovation Keynote Highlights
Cloud for Good experts at the 2024 Salesforce Education Summit in San Diego joined the summit's innovation keynote. Here are the highlights from the keynote.
Our Point of View About Salesforce’s Nonprofit Cloud and Education Cloud
As we continue to work with the Nonprofit and Education Clouds and Salesforce continues to develop and release features, we wanted to provide a look at
Highlights from TrailblazerDX: Data, Artificial Intelligence, and CRM
Learn more about the new, upcoming technical innovations on the Salesforce platform and how those new tools and features could help organizations work smarter, as announced
In the dynamic realm of advancement, navigating through evolving technologies can be a daunting task. Let's review the facts and fictions of advancement on Salesforce.
The Impact of Cloud for Good’s Managed Services for Your Salesforce Technology
Nurturing your Salesforce org is pivotal in creating a data environment that allows our businesses to thrive. So, what does the equivalent of a new health
Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot
In this post, we compare Salesforce Marketing Cloud’s AI for marketing with HubSpot’s AI for marketing, diving deep into their features, performance, scalability, and results.
Where Purpose Meets Excellence: A Certified Great Place to Work
By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to
Five Ways Managed Services Can Improve User Engagement
By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of
Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space
Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
The Future of Student Information Systems with Salesforce Education Cloud
Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education
What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response
Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to
