Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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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
Cultivating Care with CK Family Services Through Salesforce Program and Case Management
Cloud for Good has helped CK Family Services leverage Salesforce to create a reliable system that can scale alongside the organization's mounting needs.
Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now
Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what
Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery
Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free
Before Your AI Investment Pays Off, Your Data Has to Be Ready.
Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and
Stratus for Blackbaud Migration: A Smarter Path to Salesforce
Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic
Agentforce Education Migration: Helping Your Student Data Work Smarter
Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day
