Thought Leadership

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

Just Do It! : Tips for Passing a Salesforce Certification Exam

I encourage everyone to take a certification exam. They are not only a stamp in your Salesforce passport, but they expose you to parts of Salesforce

Connections 2015: Bringing the Marketing Cloud to Nonprofits

Connections just wrapped up in New York, and by far this was the best showing of the whole Marketing Cloud to the public. Click here to

Have a Salesforce Question? The Hub May Have the Answer!

The Power of Us Hub is a valuable resource for any Salesforce user where one can find articles, groups, ask questions, and lots more to help

Handling Donations Made via Third-Party Organizations

It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community

Are You Ready for Some Dreamforce?!

As an organization we like to provide as much useful and relevant information to the nonprofit community we serve. If you frequent our blog you will

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

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

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

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?

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-

Latest Posts

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

Written by Cloud for Good Team Grant Management in Salesforce A grant is a sum of money given to an organization or individuals for a specific

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

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use

5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.

Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.

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Just Do It! : Tips for Passing a Salesforce Certification Exam

Connections 2015: Bringing the Marketing Cloud to Nonprofits

Have a Salesforce Question? The Hub May Have the Answer!

Handling Donations Made via Third-Party Organizations

Are You Ready for Some Dreamforce?!

Adding it Up: Understanding Roll-Up Summary Fields

Tracking In-Kind Gifts in Salesforce

Navigating NGO Connect Batch Upload

Make Those Moves and Track Them Too: Salesforce Moves Management

What Can We Learn From the Health Care Community?

Latest Posts

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

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

A Recap of Dreamforce 2015 – Day 1

Simplify Salesforce Requirements Gathering with Use Cases

5 Thoughts about Salesforce Lightning Experience

NPSP 3.0 Feature Overview

Meet Us at Dreamforce

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch