Thought Leadership

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

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has

Latest Posts

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Written by Cloud for Good Team Asheville, North Carolina – February 23, 2021 – Cloud for Good has been certified as a Great Place to Work for

Salesforce Spring ’21 Release Recap

Written by Cloud for Good Team One of my favorite things about Salesforce is that it is constantly evolving, with regular releases three times a year.

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Written by Cloud for Good Team Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked,

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Written by Cloud for Good Team Security has been one of the most prevailing through-lines of 2020 and 2021. Through taking donor information over the phone

Crafting A Constituent-Centric Experience In The Post-Pandemic World

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. There’s no denying the profound impact COVID-19 has had

Gift Processing With Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Written by Cloud for Good Team Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to

What Is My Salesforce Instance and When Will I Need It?

Written by Cloud for Good Team Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud,

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Salesforce integrations have allowed the Hispanic Scholarship Fund to stay flexible and greatly enhance digital marketing capabilities.

7 Key Advancement Insights From CASE Drive 2025

The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and

Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot

In this post, we compare Salesforce Marketing Cloud’s AI for marketing with HubSpot’s AI for marketing, diving deep into their features, performance, scalability, and results.

Where Purpose Meets Excellence: A Certified Great Place to Work

By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to

Five Ways Managed Services Can Improve User Engagement

By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s

The Future of Student Information Systems with Salesforce Education Cloud

Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education

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You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Avoiding Growing Pains Through Good Governance

What You Should Do Before an Enterprise-Wide CRM Implementation

Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

Latest Posts

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Salesforce Spring ’21 Release Recap

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Crafting A Constituent-Centric Experience In The Post-Pandemic World

Gift Processing With Cloud for Good’s Advancement Accelerator

Using Marketing Cloud as a Lead Funnel Tool, Part 2

What Is My Salesforce Instance and When Will I Need It?

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

7 Key Advancement Insights From CASE Drive 2025

Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot

Where Purpose Meets Excellence: A Certified Great Place to Work

Five Ways Managed Services Can Improve User Engagement

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

The Future of Student Information Systems with Salesforce Education Cloud