Thought Leadership

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

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by

Latest Posts

Why Cloud for Good is Excited About Admissions Connect

Written by Cloud for Good Team Admissions Connect is a comprehensive new tool from Salesforce.org poised to transform the way recruiting and admissions departments engage with

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

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

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

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their

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

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

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

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Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Avoiding Growing Pains Through Good Governance

Latest Posts

Why Cloud for Good is Excited About Admissions Connect

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

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

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

How The Sausage Gets Made: Vetting Your Business Processes

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Salesforce can Help with US Tax Receipts for Donors

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

Data Segmentation: Categorize Your Constituents With Salesforce

Salesforce Leads: Pros and Cons for Nonprofits