Thought Leadership

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

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.

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

Latest Posts

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.

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’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

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

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!)

Show your org some love: Strengthen your Salesforce security strategy.

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

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 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

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

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

Managing Your Programs with Salesforce

Written by Cloud for Good Team Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or

Unified customer experience with Service Cloud

Written by Cloud for Good Team The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable,

Options for Your Accounting Reconciliation with Salesforce

Written by Cloud for Good Team We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance.

Reducing technology debt with Salesforce

Written by Cloud for Good Team The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization.

Better Engagement for Donors and Volunteers

Written by Cloud for Good Team Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference

Thought Leadership

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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

To CRM or not to CRM: Is that the question?

Custom Code: Are you ready?

Latest Posts

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations

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

Salesforce Winter ‘26 Release: What You Need to Know

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

Salesforce Spring ’26 Release: Key Updates for Admins

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

Evolving the Power of Us: From NPSP to Agentforce Nonprofit

Technology Alone Won’t Transform Your Fundraising – People Will

You Can Have it all (With External Data Architectures)

Managing Your Programs with Salesforce

Unified customer experience with Service Cloud

Options for Your Accounting Reconciliation with Salesforce

Reducing technology debt with Salesforce

Better Engagement for Donors and Volunteers