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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 โ€œbuilding blocksโ€ 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
Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Spring Resolutions for the Nonprofit Salesforce Admin

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Havenโ€™t had time to put them together yet? Not to worry, the Cloud for Good team is here to help.
Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder.
Which Salesforce Instance Am I On and Why Do I Care?

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it.
Making Salesforce Chatter Work for Your Nonprofit

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, itโ€™s up to you
Salesforce Foundation Higher Education Summit 2015

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our
Migrating from Common Ground to NGO Connect: Tips for Migration

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team

Latest Posts

Before Your AI Investment Pays Off,

Before Your AI Investment Pays Off, Your Data Has to Be Ready.ย 

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
Your CRM Should Grow With You. BBCRM Cannot

Your CRM Should Growย Withย You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.
Stratus for Blackbaud Migration

Stratus for Blackbaud Migration: A Smarter Path to Salesforceย 

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

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
From Go-Live to Real Value What Credit Unions Actually Need From an FSC Implementation

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation

See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.
Time to leave Blackbaud & Move Salesforce

Why Now Is the Time to Leave Blackbaud and Build a Smarter Salesforce Foundation

Nonprofits and higher education advancement teams are outgrowing legacy fundraising systems. Learn why now is the right time to move from Blackbaud to Salesforce and build
SALESFORCE HEADLESS 360

SALESFORCE HEADLESS 360:ย Busting the Myths Around Headless 360ย 

The concerns are understandable. The answers are more reassuring than most organizations expect.
Salesforce for Healthcare

Salesforce for Healthcare: Improving Patient Engagement and Care Coordination

Healthcare organizations today operate in a highly digital environment. From electronic health records to scheduling systems and billing platforms
What Isโ€ฏSalesforce Headless 360โ€ฏand Why Does It Matterย 

What Isโ€ฏSalesforce Headless 360โ€ฏand Why Does It Matterย 

A new capability is available to Salesforce organizations, and it is generating a lot of conversation.
CFG2026_Blog - 1

The Digital Government Imperative: Why Salesforce is Transforming State and Local Services

State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage.
See Cloud for Good at Dreamforce 2018

See Cloud for Good at Dreamforce 2018

Written by Cloud for Good Team The countdown to Dreamforce is on and Cloud for Good is excited to see you there!  We love coming together with so

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Written by Cloud for Good Team Salesforce has always shown strong support for nonprofit organizations with their 1-1-1 philanthropy model. Now theyโ€™ve taken their commitment to the next

Discover Donor Giving Power Through Wealth Screening

Discover Donor Giving Power Through Wealth Screening

Written by Cloud for Good Team Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be

Nonprofits and Recurring Donations

Nonprofits and Recurring Donations

Written by Cloud for Good Team It has been said that the best things come in small packages and the same can be said of small

Engage Your Constituents with Text Messaging

Engage Your Constituents with Text Messaging

Written by Cloud for Good Team Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income

Which Pardot edition do I choose?

Which Pardot edition do I choose?

Written by Cloud for Good Team When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or