Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
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

Latest Posts

Engaging Staff to Use Salesforce

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.
Cartoon Einstein by a campfire. Text: 7 WAYS SALESFORCE EINSTEIN CAN MAKE YOUR ORGANIZATION...

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!
Streamline Your Merge Documents with Conditional Logic

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.
Your Board of Directors and Salesforce

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in
International Women's Day: Recognizing Members of the #BestTeamEver

International Women’s Day: Recognizing Members of the #BestTeamEver

On International Women's Day 2018, Cloud for Good recognizes eight women who make up the #BestTeamEver. We celebrate your successes and are glad to have you
Strategic Higher Education Communication with Marketing Cloud

Strategic Higher Education Communication with Marketing Cloud

With Salesforce Sales and Marketing Clouds, higher education institutions can build a system of record for their marketing efforts and integrate with their existing student information
A Cloud Document Storage Guide for Your Organization

A Cloud Document Storage Guide for Your Organization

Every organization has the digital file equivalent of a kitchen junk drawer - it's usually on a shared network drive where files have been placed for
Cloud for Good Welcomes Chad Martin as Director of Digital Services

Cloud for Good Welcomes Chad Martin as Director of Digital Services

Written by Cloud for Good Team February 28, 2018 (ASHEVILLE, NC) – Cloud for Good, a Salesforce.com Gold Partner and a Salesforce.org Premium Partner, announced Chad Martin as

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

Top Five Reasons to Attend the Higher Ed Summit in Washington, DC

The Higher Ed Summit is taking place March 21 - 23, 2018 in Washington, DC. From networking to professional development, we have complied our top five
Top Five Reasons Your K-12 School Should Move to Salesforce

Top Five Reasons Your K-12 School Should Move to Salesforce

We've explored five reasons why K-12 schools are making the move to Salesforce. From breaking down silos to ensuring students receive the best education, the Salesforce
Two pie charts showing Public Cloud Spending by Service Type and by Region, 2014.

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
Blue wavy cloud logo with text Cloud for Good.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
Drawing of two hands, each holding a red heart shape.

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left
Hand with index finger pointing up to touch a glowing spot on a screen.

A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

Blue cloud logo with text dreamforce.

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
Messy room filled with cardboard boxes, miscellaneous items, and two guitars.

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