Thought Leadership

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Roll Up Your ROI with Campaign Hierarchies

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

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

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

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

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?

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: 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.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

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: 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
Social Engagement Management: The New Sheriff in Town

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

Latest Posts

Cloud for Good Joins UC Innovation’s ascend Certified Partner Program

Cloud for Good Joins UC Innovation’s ascend Certified Partner Program

Cloud for Good has announced a new partnership with UC Innovation as part of its ascend Certified Partner Program.
Cloud for Good Gives Thanks

Cloud for Good Gives Thanks

Hear from Cloud for Good’s Executive Team as they reflect on what they are most thankful for this holiday season.
Simplify Salesforce Requirements Gathering With Discovery

Simplify Salesforce Requirements Gathering With Discovery

A comprehensive Discovery phase including mindful gathering and documenting requirements is the key to a successful Build and implementation.
Changemakers: Leveraging Technology to Respond to Global Crises

Changemakers: Leveraging Technology to Respond to Global Crises

Salesforce.org recently highlighted Cloud for Good and CARE as part of the Changemakers video series discussing technology in times of crisis.
How Talent for Good Can Help You Hire Your Next Salesforce Role

How Talent for Good Can Help You Hire Your Next Salesforce Role

Cloud for Good has developed Talent for Good to truly transform the way organizations find, hire, and retain Salesforce staff. Learn how Talent for Good can
What Dreamforce 2022 Means for the Future of Education- Cloud for Good

What Dreamforce 2022 Means for the Future of Education

Here are a few of the key takeaways I walked away from Dreamforce 2022 with and what I think they will mean for the future of
Maximizing Your Student Success on Salesforce- Cloud for Good

Maximizing Your Student Success on Salesforce

Shifts within the education sector continually change how we define student success. Here's how to stay ahead of the curve.
Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote- Cloud for Good

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

I had the pleasure of sitting in on the Dreamforce '22 Nonprofit Keynote and was so inspired. Here are some of my favorite highlights.
How to Keep Donors Engaged Using Emerging Technologies- Cloud for Good

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered.
Person in a suit standing in a wheat field holding a large map over their face.

Making Sense of the Marketing Cloud

Written by Cloud for Good Team Salesforce is an excellent tool for tracking information about constituents, programs, fundraising, and so much more. But when you want

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Hundreds of Nonprofits Attended Salesforce World Tour in NYC

On November 18, Cloud for Good attended the Salesforce World Tour in NYC and had the opportunity to meet with hundreds of local nonprofits utilizing Salesforce
Brown sign with text: Learn Salesforce with Trailhead.

Chili for a Cause: Volunteer Time Off

The Hanover Chili Cookoff may look like just another festival or fair but at its core is a group of extremely dedicated volunteers who organize an
Group of volunteers wearing Team Rubicon shirts walking down a street in a disaster area.

Receipting Canadian Tax Receipts

Written by Cloud for Good Team Are you recording your donations in Salesforce? Yes, that’s great! You’re probably using the Opportunities object to do so. But how

Logo with red and brown shapes and text: TEAM RUBICON BRIDGE THE GAP.

Salesforce.org Announces A New Philanthropic Brand

Salesforce.org announces a unified brand for Salesforce Foundation and Salesforce.org. A brand that more accurately describes their long-term goals: a nonprofit, social enterprise dedicated to Salesforce’s
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#NoCodeNovember – Our Favorite Salesforce Features

In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post