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

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...
Video call grid with many people smiling. Text: CREATING A CULTURE OF CARE

Creating a Culture of Care

I have been working in the Salesforce ecosystem for 10+ years, but my entire career has been dedicated to the mission of various nonprofit organizations like...

Blue sneakers with white clouds painted on them. Text: TOP 10 MOMENTS AT CLOUD FOR GOOD

Top 10 Moments at Cloud for Good

2020 marks the 10th anniversary of Cloud for Good’s founding! While we celebrated the momentous anniversary earlier in the year, we can’t help but look back...

Hands holding a credit card and smartphone. Text: WHY CLOUD FOR GOOD IS EXCITED ABOUT SALESFORCE.ORG ELEVATE

Why Cloud for Good is Excited About Salesforce.org Elevate

Salesforce.org’s Elevate is an innovative new addition to the Salesforce ecosystem of technology solutions, released in Spring 2020. The suite of integrated offerings made available through...

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Salesforce has enabled American Kennel Club to serve its dog-loving constituency through technology like never before....
Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need....
Defending American Dreamers with New York Immigration Coalition + Salesforce

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce....