Thought Leadership

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

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to

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

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

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?

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

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

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

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and

Latest Posts

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Using Salesforces Nonprofit Success Pack (NPSP), Duke Health Development and Alumni Affairs were both able to alleviate bottlenecks, improve collaboration, and ultimately raise more funds to

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Written by Cloud for Good Team Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Written by Cloud for Good Team Giving Day Campaigns A positive trend in the world today is the rise of charitable giving & altruism. In fact,

Spooky Data Migrations: Demystified

Written by Cloud for Good Team With Halloween today, and all of the haunted houses, scary costumes, and horror nights at Theme Parks, I have already

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

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

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

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

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

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

Required Opted Out Field Sync Changes Coming to Pardot

Pardot (Marketing Cloud Account Engagement) has announced the Opted Out field syncing will require a change to all accounts before 02/26/2023.

Maximizing Your Student Success on Salesforce

Shifts within the education sector continually change how we define student success. Here's how to stay ahead of the curve.

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

I had the pleasure of sitting in on the Dreamforce '22 Nonprofit Keynote and was so inspired. Here are some of my favorite highlights.

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered.

Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance.

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important.

Thought Leadership

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Salesforce can Help with US Tax Receipts for Donors

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Data Segmentation: Categorize Your Constituents With Salesforce

Salesforce Leads: Pros and Cons for Nonprofits

Back to School: Research Methods 101 – Surveys

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

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

3 Considerations for Your First Nonprofit Drip Program

Latest Posts

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Giving (Tues)Days: 24 Hour Fundraising Campaigns

Spooky Data Migrations: Demystified

BEST OF SALESFORCE WINTER ’19 LIGHTNING FEATURES FOR NONPROFITS

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

Why Training is an Important Part of your User Adoption Strategy

Nonprofit Cloud Keynote Highlights from Dreamforce 2018

Education Cloud Highlights from Dreamforce 2018

The Future of Predictive Analytics in Higher Education

Required Opted Out Field Sync Changes Coming to Pardot

Maximizing Your Student Success on Salesforce

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

How to Keep Donors Engaged Using Emerging Technologies

Salesforce Winter ’23 Release: What You Need to Know

Why All Companies Must Explore the Role of Ethics in Technology