Thought Leadership

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

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has

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.

Latest Posts

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.

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.

The Latest NPSP Releases for Winter ’21

Written by Cloud for Good Team As you’re wrapping up end of the year fundraising campaigns and appeals, don’t forget to fine-tune your Salesforce org with

Using Marketing Cloud as a Lead Funnel Tool, Part 1

Written by Cloud for Good Team You are presumably reading this article because you are considering utilizing Marketing Cloud as a lead funnel (wow, article title

Recapping #GivingTuesday 2020 with Salesforce Social Studio

Written by Cloud for Good Team Giving Tuesday, a globally recognized day of giving, falls on the first Tuesday after Thanksgiving. In 2020, the day fell

Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited

Written by Cloud for Good Team In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their

Cloud for Good Accepted As A Salesforce Commerce Cloud B2C Partner

Written by Cloud for Good Team December 1, 2020 [Asheville, NC] – Cloud for Good, a certified B Corp and Salesforce.org 2020 Nonprofit Consulting Partner of

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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What You Should Do Before an Enterprise-Wide CRM Implementation

Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

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

Latest Posts

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

Human Rights Watch: Migrating From Raiser’s Edge to Salesforce for a Global Fundraising Perspective

The Latest NPSP Releases for Winter ’21

Using Marketing Cloud as a Lead Funnel Tool, Part 1

Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited

Cloud for Good Accepted As A Salesforce Commerce Cloud B2C Partner

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