Thought Leadership

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

Latest Posts

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

Power up your academic research center

Learn how you can leverage the Salesforce platform to power up your academic research center’s missions. We’ll discuss use cases for research centers interested in leveraging...

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

Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...

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

Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

Hands using a laptop on a video call. Text: BETTER ENGAGEMENT WITH DONORS AND VOLUNTEERS

Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

Person using a calculator at a desk. Text: REDUCING TECHNOLOGY DEBT WITH SALESFORCE

Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

Jars full of coins. Text: OPTIONS FOR YOUR ACCOUNTING RECONCILIATION WITH SALESFORCE

Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

Smiling woman talking to someone. Text: UNIFIED CUSTOMER EXPERIENCE WITH SERVICE CLOUD

Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

Two people smiling at a laptop. Text: MANAGING YOUR PROGRAMS WITH SALESFORCE

Managing Your Programs with Salesforce

Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or more programs, understanding their success and...

Snowy forest path. Text: RECAPPING THE SALESFORCE WINTER '21 RELEASE

Recapping the Salesforce Winter ’21 Release

The Winter ’21 Release is here! System Administrators are going to love the new features designed to optimize user experience, including the general release of dynamic...

Cloudy sky. Text: CLOUD FOR GOOD NAMED ON FORTUNE'S 2020 BEST SMALL & MEDIUM WORKPLACES

Cloud for Good Named on Fortune’s 2020 Best Small & Medium Workplaces + Comparably’s Best Companies for Work-Life Balance Lists

October 16, 2020 [Asheville, NC] – Cloud for Good, a certified BCorp and Salesforce.org 2020 Nonprofit Consulting Partner of the Year, today announced winning both an...

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....