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Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Spring Resolutions for the Nonprofit Salesforce Admin

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help.
Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder.
Which Salesforce Instance Am I On and Why Do I Care?

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it.
Making Salesforce Chatter Work for Your Nonprofit

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you
Salesforce Foundation Higher Education Summit 2015

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our
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

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BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

Written by Cloud for Good Team While it’s hard to believe it’s been nearly one year since my Winter ’18 post highlighting some of my favorite

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

State of Salesforce: Where Organizations are Looking to Take the Platform Over the Next Year

Written by Cloud for Good Team Organization’s Goals Salesforce is constantly growing and evolving as the needs of organizations change. Over the next twelve months, organizations

Why Training is an Important Part of your User Adoption Strategy

Why Training is an Important Part of your User Adoption Strategy

Written by Cloud for Good Team Your Salesforce Journey I remember my first time walking through IKEA. It was magical. Every room was staged and decorated

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Written by Cloud for Good Team Nonprofit Cloud Keynote Highlights from Dreamforce 2018 Nonprofit organizations are learning the power of connecting their fundraising, programs and marketing

Education Cloud Highlights from Dreamforce 2018 

Education Cloud Highlights from Dreamforce 2018 

Written by Cloud for Good Team #BREAKING – Education Cloud Highlights from Dreamforce 2018  Today at Dreamforce 2018, Salesforce.org kicked off the annual conference with a

The Future of Predictive Analytics in Higher Education

The Future of Predictive Analytics in Higher Education

Written by Cloud for Good Team What is Predictive Analytics?   We’ve all heard about artificial intelligence, predictive analytics and other forms of technology being the way of the

See Cloud for Good at Dreamforce 2018

See Cloud for Good at Dreamforce 2018

Written by Cloud for Good Team The countdown to Dreamforce is on and Cloud for Good is excited to see you there!  We love coming together with so

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Written by Cloud for Good Team Salesforce has always shown strong support for nonprofit organizations with their 1-1-1 philanthropy model. Now they’ve taken their commitment to the next

Discover Donor Giving Power Through Wealth Screening

Discover Donor Giving Power Through Wealth Screening

Written by Cloud for Good Team Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be

Nonprofits and Recurring Donations

Nonprofits and Recurring Donations

Written by Cloud for Good Team It has been said that the best things come in small packages and the same can be said of small

Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

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
Icon of a person with a backpack looking at a sign or map.

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 - Cloud for Good

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 - Cloud for Good

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? - 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 W’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