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...

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...