Thought Leadership

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

Latest Posts

People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 2

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to catch up on Part 1 of...

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

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

Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud, or if you have the Enterprise...

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

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....
People's feet in cozy socks near a fireplace. Text: HAPPY HOLIDAYS FROM CLOUD FOR GOOD: REFLECTING ON 2020

Happy Holidays from Cloud for Good: Reflecting on 2020

Here at Cloud for Good, we pride ourselves on our ability to adapt and overcome any hurdle we might face. The ability to improvise and remain...

CFG2023_Success-Story_Human-Rights-Watch-Migrating-From-Raisers-Edge-to-Salesforce-for-a-Global-Fundraising-Perspective

Human Rights Watch: Migrating From Raiser’s Edge to Salesforce for a Global Fundraising Perspective

Human Rights Watch entered a partnership with Cloud for Good to leverage Salesforce and evolve past their previous Raiser’s Edge system....
Person using a phone and laptop. Text: THE LATEST NPSP RELEASES FOR WINTER '21

The Latest NPSP Releases for Winter ’21

As you’re wrapping up end of the year fundraising campaigns and appeals, don’t forget to fine-tune your Salesforce org with the latest NPSP updates for Enhanced...

People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 1

Using Marketing Cloud as a Lead Funnel Tool, Part 1

You are presumably reading this article because you are considering utilizing Marketing Cloud as a lead funnel (wow, article title in the first sentence – my...

Chalkboard with Giving Tuesday checklist. Text: RECAPPING #GIVINGTUESDAY 2020 WITH SALESFORCE SOCIAL STUDIO

Recapping #GivingTuesday 2020 with Salesforce Social Studio

Giving Tuesday, a globally recognized day of giving, falls on the first Tuesday after Thanksgiving. In 2020, the day fell on December 1, and people around...

Silhouetted trees against a twilight sky. Text: SALESFORCE ANNOUNCES RETIREMENT OF NGO CONNECT & WHY YOU SHOULD BE EXCITED

Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited

In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great...

Cloudy sky background. Text: CLOUD FOR GOOD ACCEPTED AS A SALESFORCE COMMERCE CLOUD B2C PARTNER

Cloud for Good Accepted As A Salesforce Commerce Cloud B2C Partner

December 1, 2020 [Asheville, NC] – Cloud for Good, a certified B Corp and Salesforce.org 2020 Nonprofit Consulting Partner of the Year, today announced that it...

Don't Be a Fish Out of Water: Preparing for a Salesforce Migration

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a...
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more....
Salesforce Administrators and Puppies

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have...
The Future is Now: Taking your Chatter Publisher Actions Mobile

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher....
To CRM or not to CRM: Is that the question?

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why....
Custom Code: Are you ready?

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that...