Thought Leadership

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

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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

Latest Posts

Software Fragmentation - 1

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations 

Digital transformation has led many organizations to adopt a growing number of tools to support their operations.
The Future of Student Information Systems

Salesforce SIS: The Future of Student Information Systems Prioritizes User Experience and AI, No Record Keeping

Salesforce SIS connects admissions, advising, financial aid, and student success in one platform, helping institutions deliver better outcomes and experiences.
Salesforce Winter ‘26 Release_ What You Need to Know

Salesforce Winter ‘26 Release: What You Need to Know

Salesforce’s Winter ‘26 release is here, and it brings enhancements to reporting, simplifies org management, and helps you and your team get even more out of
Education Leadership Summit 2026_ Advancing the Future-Ready Institution with Data and AI

Education Leadership Summit 2026: Advancing the Future-Ready Institution with Data and AI

Higher education continues to evolve under increasing pressure to deliver better outcomes with greater efficiency. From enrollment challenges to rising expectations around the student experience, institutions

Salesforce Spring ’26 Release_ Key Updates for Admins

Salesforce Spring ’26 Release: Key Updates for Admins

It’s that time of year, the Salesforce Spring ’26 Release. In this release, there are a number of updates to support Admins to enhance user experience, update

7 Reasons We Love Salesforce Security (And You Should Too!)

7 Reasons We Love Salesforce Security (And You Should Too!)

Show your org some love: Strengthen your Salesforce security strategy.
Evolving the Power of Us_ From NPSP to Agentforce Nonprofit

Evolving the Power of Us: From NPSP to Agentforce Nonprofit

Salesforce is evolving the Power of Us program, guiding nonprofits from NPSP to Agentforce Nonprofit. Cloud for Good CEO Tal Frankfurt shares the history, strategy, and
How AI Is Transforming Salesforce Migrations_ What’s Next in the Stratus Roadmap

How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap

AI-powered Salesforce migration is redefining modernization. Explore how Stratus automates configuration, code, and UI migration to reduce risk and technical debt.
Technology Alone Won’t Transform Your Fundraising – People Will

Technology Alone Won’t Transform Your Fundraising – People Will

Technology doesn’t transform fundraising—people do. During CRM implementations and data migrations, trust, confidence, and readiness determine whether Salesforce delivers real impact or becomes just another system.
Modernize with Confidence_ Moving from NPSP to Nonprofit Cloud with Stratus

Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus

Migrating from NPSP to Nonprofit Cloud is no longer just a technical upgrade—it’s an operational shift. This blog explores how Stratus, Cloud for Good’s AI-powered migration
Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud- Cloud for Good

Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud

Find out Cloud for Good's top 5 considerations if you're thinking of migrating from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit Cloud.
CFG2024_Blog_What-to-Expect-at-the-2024-Salesforce-Education-Summit-

CRM + AI + Data + Trust: What to Expect at the 2024 Salesforce Education Summit

Cloud for Good is pleased to be sponsoring the Salesforce Education Summit. Learn how to navigate the event, and where you can find Cloud for Good.
CFG2024_Blog_Highlights-from-TrailBlazerDX-Data-Artificial-Intelligence-and-CRM-

Highlights from TrailblazerDX: Data, Artificial Intelligence, and CRM

Learn more about the new, upcoming technical innovations on the Salesforce platform and how those new tools and features could help organizations work smarter, as announced
Fact or Fiction_ Advancement on Salesforce

Fact or Fiction: Advancement on Salesforce

In the dynamic realm of advancement, navigating through evolving technologies can be a daunting task. Let's review the facts and fictions of advancement on Salesforce.
CFG2024_Blog_The-Impact-of-Cloud-for-Goods-Managed-Services-for-Your-Salesforce-Technology

The Impact of Cloud for Good’s Managed Services for Your Salesforce Technology

Nurturing your Salesforce org is pivotal in creating a data environment that allows our businesses to thrive. So, what does the equivalent of a new health
Copy-of-CFG2024_Blog_Salesfcorce-Spring-24-Release

Salesforce Spring ‘24 Release: What You Need to Know

We've pulled out the highlights from the Salesforce Spring '24 Release Notes that our customers are sure to love.