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Thought Leadership

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

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You CAN Do It: Moving Metadata Between Production Instances- Cloud for Good

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without
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Why a System Administrator Profile Is Not For Everyone- Cloud for Good

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size
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Using Field Trip App to Clean Up Your Salesforce Instance- Cloud for Good

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for
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Salesforce Peer-to-Peer Fundraising E-Book- Cloud for Good

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

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Why CRM Implementations Fail and How to Avoid It- Cloud for Good

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,
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Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;
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Avoiding Growing Pains Through Good Governance

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by
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What You Should Do Before an Enterprise-Wide CRM Implementation - Cloud for Good

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
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Recovering from Dreamforce - Cloud for Good

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
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Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
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Latest Posts

The Benefits of Triggers in Salesforce

The Benefits of Triggers in Salesforce

With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over
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Using Webforms for Useful and Actionable Data

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and
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#C4GGives - Cloud for Good Volunteer Week 2017

#C4GGives – Cloud for Good Volunteer Week 2017

Cloud for Good held it's first ever Volunteer Week in 2017. Members of our team gave their time at area food banks and pantries. We not
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Creating Donor Journeys to Increase Fundraising

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys
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Having Fun and Playing Salesforce

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have
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How The Sausage Gets Made: Vetting Your Business Processes

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by
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Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
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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
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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
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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
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CFG2023_Blog_How-Einstein-GPT-Creates-Impact-For-Nonprofits-And-Higher-Education

How Einstein GPT Creates Impact for Nonprofits and Higher Education

Salesforce recently announced the launch of Einstein GPT, the world's first generative AI designed specifically for CRMs.
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Using Salesforce to Create Exceptional User Experiences

Using Salesforce to Create Exceptional User Experiences

Technology that focuses on user experience is a way of creating efficiency, productivity, and cost savings through automation.
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Lifelong Learning, Epic Journeys, Education to Employment, and More from Salesforce Education Summit 2023

Lifelong Learning, Epic Journeys, Education to Employment, and More from Salesforce Education Summit 2023

Salesforce’s annual Education Summit is the sector’s premier event. Here are Cloud for Good’s highlights from the momentous occasion.
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Exploring Approaches to Technology Transformation: Data-First Versus Customer-First

Exploring Approaches to Technology Transformation: Data-First Versus Customer-First

Exploring data-first versus customer-first approaches to creating transformation through technology.
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Join Cloud for Good at AFP ICON 2023

Join Cloud for Good at AFP ICON 2023

Regarded as the largest gathering of fundraising professionals in the world, AFP ICON 2023 takes place April 16-18 in New Orleans, LA.
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