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Thought Leadership

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

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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
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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
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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
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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
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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
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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.
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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,
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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
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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
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Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of
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Latest Posts

Your CRM Should Grow With You. BBCRM Cannot

Your CRM Should Grow With 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.
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Stratus for Blackbaud Migration

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
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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
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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.
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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
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SALESFORCE HEADLESS 360

SALESFORCE HEADLESS 360: Busting the Myths Around Headless 360 

The concerns are understandable. The answers are more reassuring than most organizations expect.
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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
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What Is Salesforce Headless 360 and Why Does It Matter 

What Is Salesforce Headless 360 and Why Does It Matter 

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

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations 

Digital transformation has led many organizations to adopt a growing number of tools to support their operations.
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Two directional arrows between the Claude and Salesforce wordmarks representing the Claudeforce two-way partnership

Salesforce in Claude. Claude in Salesforce. 

A two-way road.  Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

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A public sector emergency operations center at night with live staffing and location data on screen, illustrating coordinated real-time response.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System 

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error

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State agency caseworker reviewing family outreach records on a laptop in a government office

When Silence Is the System: Closing the Communication Gaps in Foster Care 

Silence has failed the foster care system on both ends.  On one end is the person who decided they might be ready to foster a child.

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Illustration of connected higher education systems unified on a single Salesforce data platform

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

Joy Asakawa, Director of Sales, EDU For years, higher education institutions have relied on integration platforms and middleware solutionslike Lingk to move critical data between their

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Employee using Slack as an employee AI productivity tool in the flow of work

The AI Your Team Will Actually Use Is Already in Slack

AI adoption stalls when tools sit outside the workflow. Here is why Cloud for Good treats Slack as the employee AI productivity layer to start with.
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Academic advisor and student reviewing a student success dashboard together in a modern campus setting- Cloud for Good

Agentforce for Higher Education: Every Student Deserves a Timely Answer 

An admissions officer managing hundreds of inquiries from prospective students.  An academic advisor carrying a caseload that makes genuine support nearly impossible.  An advancement officer trying to

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