Thought Leadership

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Adding it Up: Understanding Roll-Up Summary Fields

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Tracking In-Kind Gifts in Salesforce

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Navigating NGO Connect Batch Upload

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
What Can We Learn From the Health Care Community?- Cloud for Good

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-
Data Management Tips for the Lone Wolf Admin- Cloud for Good

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
#NPForce Tweet Chat

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.
Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if

Latest Posts

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,

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

Written by Cloud for Good Team October 16, 2020 [Asheville, NC]  – Cloud for Good, a certified BCorp and Salesforce.org 2020 Nonprofit Consulting Partner of the

Cloudy sky with laurels. Text: CLOUD FOR GOOD AWARDED SALESFORCE.ORG NONPROFIT CONSULTING PARTNER OF THE YEAR FOR 2ND YEAR

Cloud for Good Awarded Salesforce.org Nonprofit Consulting Partner of the Year for Second Year in a Row

Written by Cloud for Good Team October 12, 2020 [Asheville, NC] –Cloud for Good was awarded the Salesforce.org 2020 AMER Consulting Partner of the Year – Nonprofit

Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Taking a strategic approach to transforming their technology, Anabaptist Mennonite Biblical Seminary partnered with Cloud for Good in their migration from Raiser’s Edge to Salesforce Nonprofit
Empty road through a forest. Text: HOW MY HISPANIC HERITAGE EMPOWERED MY SALESFORCE JOURNEY

How My Hispanic Heritage Empowered My Salesforce Journey

Written by Cloud for Good Team As we continue to celebrate Hispanic Heritage Month, and cherish Hispanic culture year-round, I find myself reflecting on the journey

Person in a graduation gown from behind. Text: PREDICTING SUMMER MELT WITH SALESFORCE EINSTEIN

Predicting Summer Melt with Salesforce Einstein

Written by Cloud for Good Team The term “summer melt” is used to describe students who apply, get admitted, and then commit to a college but

Empty classroom with desks and chairs. Text: ARE OUR SCHOOLS BUILT FOR CONTINUED STUDENT ENGAGEMENT?

Are Our Schools Built For Continued Engagement?

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. Technology is changing the way we interact with our

3 Reasons to Start Peer-to-Peer Fundraising Now

3 Reasons to Start Peer-to-Peer Fundraising Now

There are a lot of factors that go into running a great peer-to-peer fundraising campaign. But before you delve into the planning phase, realizing its full
Developing a High-Quality Salesforce Solution

Developing a High-Quality Salesforce Solution

Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an
Wrapping Up NTEN's Nonprofit Technology Conference with Radian6

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

NTEN’s Nonprofit Technology Conference (NTC) took place March 13 through the 15th. Using Salesforce Radian6 we took a look at the conversations happening around the 2014
User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
Life After Raiser’s Edge

Life After Raiser’s Edge

While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients