Thought Leadership

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

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

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Latest Posts

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.

Happy Holidays from Cloud for Good: Reflecting on 2020

Written by Cloud for Good Team Here at Cloud for Good, we pride ourselves on our ability to adapt and overcome any hurdle we might face.

Goodies Give Back: Celebrating the Season of Giving Year-Round

Written by Cloud for Good Team The season of giving has always been a time for us to pause, count our blessings, and reflect on what

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

The ability to deliver great user experiences is one of the strengths of Salesforce’s Nonprofit Cloud that makes it vastly superior to Blackbaud brand fundraising solutions

Agentforce for Nonprofits and Higher Education: What You Need to Know

Here are our first impressions and thoughts about Agentforce, Salesforce's newest suite of autonomous, more advanced, accurate, and intelligent AI agents, how it works, and its

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Written by Cloud for Good Team Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Written by Cloud for Good Team Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but

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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

12 Ways Dreamforce is Hard

Latest Posts

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

Happy Holidays from Cloud for Good: Reflecting on 2020

Goodies Give Back: Celebrating the Season of Giving Year-Round

The User Experience Differences Between Salesforce Nonprofit Cloud and Raiser’s Edge

Agentforce for Nonprofits and Higher Education: What You Need to Know

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management