Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify
3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
How Women In Tech (WIT) Changed My Career

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the

Latest Posts

Person using smartphone. Text: 5 STUMBLING BLOCKS TO MIGRATING RECURRING DONORS AND HOW TO OVERCOME THEM

5 Stumbling Blocks to Migrating Recurring Donors and How to Overcome Them

Written by Cloud for Good Team Nonprofit organizations rely on recurring donors to help them deliver ontheir mission. Not only do they provide consistent monthly revenue

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

Written by Cloud for Good Team The COVID-19 pandemic has exposed the incredible weaknesses that currently exist in the American public health system. While the strengths

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

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

Field of yellow daffodils with text: SALESFORCE SPRING '21 RELEASE RECAP

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.

People reviewing documents with text: AN INTERVIEW WITH OMATIC...

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,

Graduates celebrating with text: THE COMPLETE PICTURE OF ALUMNI AND DONORS WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

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

Pattern of padlocks. Text: KEEPING YOUR DATA SAFE: FINDING PEACE OF MIND WITH SALESFORCE

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

Person smiling at laptop. Text: CRAFTING A CONSTITUENT-CENTRIC EXPERIENCE IN THE POST-PANDEMIC WORLD

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

Network nodes graphic over a graduation cap. Text: GIFT PROCESSING WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

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

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

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

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.
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

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out - Cloud for Good

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out 

Agentforce Nonprofit brings purpose-built AI agents into your Salesforce CRM. See how Cloud for Good implements it around your mission, not a template.
Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now- Cloud for Good

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now 

Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what
Salesforce Agentforce for Government

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery 

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free
Before Your AI Investment Pays Off,

Before Your AI Investment Pays Off, Your Data Has to Be Ready. 

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and