Thought Leadership

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

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Salesforce can Help with US Tax Receipts for Donors

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

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

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

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

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?

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

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

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

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

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...
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Salesforce Announces New Product Innovations for Education Cloud at the CASE Summit for Leaders in Advancement

Salesforce announced three new product innovations for Education Cloud for Advancement & Alumni Relations at the CASE Summit for Leaders in Advancement in New York City...
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Where to Find Cloud for Good This Summer: Upcoming Events

Summer is a season that many of us look forward to. Whether it’s because of the beautiful weather, scenic transformations in the climate or natural landscape...

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Considerations for Migrating from NPSP to NPC: Review the Timing for Your Technology Transformation

Learn about some key questions you should ask as you determine the best time to make the change from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit...
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Why Salesforce is the Right Solution for Organizations Moving from Raiser’s Edge

At Cloud for Good, we have migrated over 250 nonprofit organizations and higher education institutions from Raiser’s Edge to Salesforce. Here are the top reasons why...
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Salesforce Data Cloud Myths: Truth or False?

As Data Cloud rapidly develops, questions about Data Cloud's function and how it can address their challenges are becoming increasingly complex and misconceptions about Data Cloud...
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Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Salesforce’s Nonprofit Success Pack (NPSP) was built on top of Salesforce by Salesforce.org and the fundraising community. Since its inception, it has been enhanced with mission-critical...