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
Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good
Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,
Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships.
Meet the Monsters of Fundraising and Discover How to Defeat Them
The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.
Education Keynote at Dreamforce 2025: What You Need to Know
The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.
Nonprofit Keynote at Dreamforce 2025: What You Need to Know
At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and
