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Adding it Up: Understanding Roll-Up Summary Fields

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
Tracking In-Kind Gifts in Salesforce

Tracking In-Kind Gifts in Salesforce

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.
Navigating NGO Connect Batch Upload

Navigating NGO Connect Batch Upload

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

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
What Can We Learn From the Health Care Community?- Cloud for Good

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-
Data Management Tips for the Lone Wolf Admin- Cloud for Good

Data Management Tips for the Lone Wolf Admin

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
#NPForce Tweet Chat

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.
Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

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
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

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
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

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

Latest Posts

Managing Change in a Federated Organizational Model

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
CFG2024_Blog_Salesforce-Summer-24-Release

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
CFG2024_Blog_Education-Summit-2024-Innovation-Keynote-Highlights

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.
CFG2024_Blog_Our-point-of-view-about-Salesforces-Nonprofit-Cloud-and-Education-Clouds-1

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
Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud- Cloud for Good

Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud

Find out Cloud for Good's top 5 considerations if you're thinking of migrating from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit Cloud.
CFG2024_Blog_What-to-Expect-at-the-2024-Salesforce-Education-Summit-

CRM + AI + Data + Trust: What to Expect at the 2024 Salesforce Education Summit

Cloud for Good is pleased to be sponsoring the Salesforce Education Summit. Learn how to navigate the event, and where you can find Cloud for Good.
CFG2024_Blog_Highlights-from-TrailBlazerDX-Data-Artificial-Intelligence-and-CRM-

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
Fact or Fiction_ Advancement on Salesforce

Fact or Fiction: Advancement on Salesforce

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.
CFG2024_Blog_The-Impact-of-Cloud-for-Goods-Managed-Services-for-Your-Salesforce-Technology

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
Copy-of-CFG2024_Blog_Salesfcorce-Spring-24-Release

Salesforce Spring ‘24 Release: What You Need to Know

We've pulled out the highlights from the Salesforce Spring '24 Release Notes that our customers are sure to love.
Goodies Give Back: Celebrating the Season of Giving Year-Round

Goodies Give Back: Celebrating the Season of Giving Year-Round

Written by Cloud for Good Team The season of giving has always been a time for us to pause, count our blessings, and reflect on what

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The ability to deliver great user experiences is one of the strengths of Salesforce’s Nonprofit Cloud that makes it vastly superior to Blackbaud brand fundraising solutions
Agentforce for Nonprofits and Higher Education_ What You Need to Know

Agentforce for Nonprofits and Higher Education: What You Need to Know

Here are our first impressions and thoughts about Agentforce, Salesforce's newest suite of autonomous, more advanced, accurate, and intelligent AI agents, how it works, and its
Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Written by Cloud for Good Team Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To

CFG2024_Blog_NPSP-to-Salesforce-Nonprofit-Cloud-Understand-the-Impact-of-Your-Data

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Written by Cloud for Good Team Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but