Thought Leadership

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

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Migrating from Common Ground to NGO Connect: Tips for Migration

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team
Talk To Your Data

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy
Top 5 Chrome Extensions for Salesforce Administrators

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have
Making it Seamless: Autolaunched Flows and Custom Settings

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier.
Top 10 Single Largest Nonprofit Fundraising Events of 2014

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic
Target Your Constituents with the Right Message at the Right Time

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to
My Favorite Things: Apsona for Salesforce

My Favorite Things: Apsona for Salesforce

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange.  It is a supplement to your existing Salesforce that significantly

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are

Choosing a Salesforce Consulting Partner

A little over a year ago I wrote β€œTo CRM or not to CRM:  Is that the Question?” with the purpose of providing nonprofit organizations with

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your

Latest Posts

Person wearing headphones using a laptop. Text: BETTER ENGAGEMENT ACROSS THE STUDENT LIFECYCLE

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

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

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

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

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.

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

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.

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

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,

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

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

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

Recapping the Salesforce Winter ’21 Release

Written by Cloud for Good Team The Winter ’21 Release is here! System Administrators are going to love the new features designed to optimize user experience,

Data Segmentation: Categorize Your Constituents With Salesforce

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

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
Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the