Thought Leadership

Ideas and strategies to help purpose-driven organizations create greater, lasting impact.

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Latest Posts

Why Salesforce is the Right Solution for Organizations Moving from Raiser’s Edge

At Cloud for Good, we have migrated over 250 nonprofit organizations and higher education institutions from Raiser’s Edge to Salesforce. Here are the top reasons why

Salesforce Data Cloud Myths: Truth or False?

As Data Cloud rapidly develops, questions about Data Cloud's function and how it can address their challenges are becoming increasingly complex and misconceptions about Data Cloud

Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Written by Cloud for Good Team Salesforce’s Nonprofit Success Pack (NPSP) was built on top of Salesforce by Salesforce.org and the fundraising community. Since its inception,

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

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.

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.

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

Blazing Trails Beyond Dreamforce

Dreamforce 2016 was the year of the trail blazer. Cloud for Good has put together a summary of the highlights from this year's Dreamforce.

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

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

Right or Wrong: How Do I Decide?

When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for

Change Doesn’t Always Have To Be Scary

Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the

Meet Us at Dreamforce 2016

Join the Cloud for Good team at Dreamforce! Fill out our form to schedule a meeting and pick up your copy of the State of Nonprofit

FREEZE!!! What’s a Data Freeze and How to Come Out of It in One Piece

You're ready for the data migration, but now it's time to manage the data freeze. Here are some tips to work through shutting down your old

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Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Latest Posts

Why Salesforce is the Right Solution for Organizations Moving from Raiser’s Edge

Salesforce Data Cloud Myths: Truth or False?

Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Managing Change in a Federated Organizational Model

Salesforce Summer ‘24 Release: What You Need to Know

Dream Big in Education With CRM + AI + Data + Trust: Education Summit 2024 Innovation Keynote Highlights

Our Point of View About Salesforce’s Nonprofit Cloud and Education Cloud

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

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

Highlights from TrailblazerDX: Data, Artificial Intelligence, and CRM

Blazing Trails Beyond Dreamforce

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

Right or Wrong: How Do I Decide?

Change Doesn’t Always Have To Be Scary

Meet Us at Dreamforce 2016

FREEZE!!! What’s a Data Freeze and How to Come Out of It in One Piece