Thought Leadership

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

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Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make

CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

Stack of three printed forms: Sign Up, Survey, Contact Us.

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

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Meet Cloud for Good at WITness Success

Meet Cloud for Good at WITness Success

Written by Cloud for Good Team WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to

Voices at the Table: Who are the Internal Stakeholders for Your Salesforce Implementation Project?

You just signed off on a Salesforce implementation project, and you’re about to schedule your kick-off call with your consultant. When you sit down to look

Is it Time to Spring Clean Your Fundraising Database?

Is it Time to Spring Clean Your Fundraising Database?

Written by Cloud for Good Team Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and

Relieving the Pain of a Data Migration to Salesforce

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during

Navigating Change Management From a Non-Leadership Role

Let’s face it, change is hard. Sometimes it can be fun and exciting, but changes that involve a person’s day-to-day routine are typically very challenging. When

Tools graphics. Text: TOP TEN CHROME EXTENSIONS FOR SALESFORCE ADMINISTRATORS

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.
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
Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
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
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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.