Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Work.com: Time for Another Look

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to
Salesforce Scheduled Unit Tests

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is
Investing in Salesforce Success

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing
The 360 on roundCause

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter
Let it Flow: Salesforce Visual Flows

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you
Lego Darth Vader figure holding a red lightsaber.

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field
Apsona Mail Merge for Salesforce

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to
4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.
Salesforce Sandbox and How To Use It

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some
Volunteer Management in Salesforce

Volunteer Management in Salesforce

There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.

Latest Posts

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