Thought Leadership

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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

How Businesses Must Adapt to a 21st Century Workforce

This post was originally published on the Salesforce blog. From self-driving cars to personalized marketing journeys, the world is changing and it is changing fast. In many

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 youโ€™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 organizationโ€™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 organizationโ€™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

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The Cloud Is Transforming Higher Education

NOTE: This blog was originally posted on Forbes. Read it here. American youths have a keen desire to learn, often leading them to pursue additional education after

Donโ€™t Get Spooked by Salesforce Data Security

The term โ€œdata securityโ€ can be frightening for many people, especially solo admins! However, never fear, by double-checking and enabling a few features, the worry over

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

NOTE: This blog was originally posted on Forbes. Read it here. Ask any academic institution what its top concern is this year, and youโ€™ll probably hear something along

Budget Planning Season is Underway โ€“ Remember to Leave Room for Technology

Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and benefits), office expenses (rent and utilities) and program costs (supplies and materials). More often than not, technology

Cloud for Good Ranks on Computerworld's Best Places to Work in IT List as the #1 Small Business

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDGโ€™s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

7 Salesforce Implementation Best Practices Tips

Are you looking to make the move to a new CRM, yet donโ€™t know where to begin? Are you feeling overwhelmed or perhaps finding the transition

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Written by Cloud for Good Team April 11, 2019 [Asheville, NC] – Cloud for Good has announced that it has become a Salesforce.org Premium Partner in

7 Ways to Love on Your Donors

Winter is defrosting and love is in the air. What better way to shake-off hibernation season by embracing your donors with the warmth of  love and

Cloud for Good Named a Great Place to Workยฎ for 5th Year

Cloud for Good Named a Great Place to Workยฎ for 5th Year

Written by Cloud for Good Team  Asheville, North Carolina โ€“ January 28, 2019 โ€“ Cloud for Good has again earned Great Place to Work Certification for

Making the Most of Your End-User Training

Making the Most of Your End-User Training

Written by Cloud for Good Team If you are responsible for coordinating your organizationโ€™s Salesforce User training, youโ€™ve probably already read many articles, including from our

To CRM or not to CRM: Is that the question? - Cloud for Good

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 Wโ€™s: Who, What, Where, When and Why.
Custom Code: Are you ready? - Cloud for Good

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
At Project's End: Separation Anxiety and User Adoption - Cloud for Good

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride
12 Ways Dreamforce is Hard - Cloud for Good

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.
Best (of the Best) Practice with Salesforce - Cloud for Good

Best (of the Best) Practice with Salesforce

Thereโ€™s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to
Better Living Through Training and Documentation - Cloud for Good

Better Living Through Training and Documentation

As a system administrator, itโ€™s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.