Thought Leadership

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Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the
Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The
Is a Salesforce Community the Right Fit for Your Nonprofit?

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond
Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,
Theory of Change: Metrics and Monitoring

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision
Social Engagement Management: The New Sheriff in Town

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

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Chalkboard and desk items. Text: BREAKING THROUGH THE NOISE THIS #GIVINGTUESDAY

Breaking Through the Noise This #GivingTuesday

Written by Cloud for Good Team On average, your constituents receive around 121 emails every day, including emails from their favorite restaurants, stores, or even meeting

Graduation caps thrown in air. Text: NONPROFIT SUCCESS PACK (NPSP) FOR HIGHER EDUCATION ADVANCEMENT

Nonprofit Success Pack (NPSP) for Higher Education Advancement

While NPSP was historically associated with the nonprofit sector, the versatility and customizability of the solution can also support large-scale fundraising for higher education institutions.
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You Can Have it all (With External Data Architectures)

Written by Cloud for Good Team It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel

Smiling man in suit. Text: IMPROVING THE EXECUTIVE LEARNER EXPERIENCE WITH COMMERCE CLOUD

Improving the Executive Learner Experience with Commerce Cloud

Written by Cloud for Good Team Executive learners have come to expect a seamless experience from course selection to in-course learning. Find out how you can

Person putting on a face mask. Text: REOPENING YOUR CAMPUS WITH SALESFORCE

Reopening Your Campus with Salesforce

Written by Cloud for Good Team This year has been anything but ‘business as usual.’ Institutions want to open their doors to students, alumni, faculty, and

Person wearing a graduation cap. Text: BEST PRACTICES WITH ADVANCEMENT ON SALESFORCE

Best Practices with Advancement on Salesforce

Written by Cloud for Good Team Your school relies on the generosity of alumni, your community, and friends of your university. Cloud for Good has spent

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Better Engagement Across the Student Lifecycle

Written by Cloud for Good Team Learn how you can better engage your students throughout their entire journey with your university. From recruitment and admission to

Two women studying together. Text: POWER UP YOUR ACADEMIC RESEARCH CENTER

Power up your academic research center

Written by Cloud for Good Team Learn how you can leverage the Salesforce platform to power up your academic research center’s missions. We’ll discuss use cases

Smiling woman working at a computer. Text: MANAGING STUDENT SUCCESS WITH ADVISOR LINK

Managing Student Success with Advisor Link

Written by Cloud for Good Team Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is

Hand dropping a coin into a jar. Text: FINDING A NEW HOME FOR YOUR FUNDRAISING

Finding a New Home for Your Fundraising

Written by Cloud for Good Team Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive

Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

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
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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 - Cloud for Good

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 - Cloud for Good

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.