Thought Leadership

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

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

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

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

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

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

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?

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?

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

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

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.

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this

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The Ethical Consultant

Going to Dreamforce? Let’s Meet!

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

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

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

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

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

Using Salesforce to Cultivate Donor Relationships

Ready To Start With Your Implementation? Think Again

The Power of US Hub

Cloud for Good Goes to Washington for NTC14

Email to Case – An Overview

Why Cloud for Good is Excited About Dreamforce