Thought Leadership

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

Latest Posts

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

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

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

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

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?

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

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

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

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

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...

Recapping the 1st Annual Higher Education Dreamin’

On January 27, the Salesforce.org Higher Education Advisory Council put on the first-ever Higher Education Dreamin’ virtual conference....

Nick LaGarde, Director, Professional Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Nick Lagarde, director, professional services Vancouver, British Columbia Nick enjoys...

Graham Nelson, Director of Managed Services

The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Graham nelson, director, managed services Vicotria, British Columbia As a...

What is Salesforce Multi-Factor Authentication (MFA)?

The new multi-factor authentication requirement for internal Salesforce users goes into effect on 2/1/22. Here's all you need to know......

Meet The First Talent For Good Cohort

We are thrilled to formally introduce the first Talent for Good cohort on January 31, 2022. The first cohort consists of fifteen individuals who will spearhead...

Why Salesforce Outpaces the Marketing Automation Competition

There is a multitude of marketing automation tools on the market today, but none come more highly recommended from Cloud for Good than Salesforce Marketing Cloud....