Thought Leadership

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

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left

A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.

5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key

Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.

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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

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you

Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Written by Cloud for Good Team Salesforce’s Nonprofit Success Pack (NPSP) was built on top of Salesforce by Salesforce.org and the fundraising community. Since its inception,

Managing Change in a Federated Organizational Model

The success of championing change and adopting and using new technologies depends on prioritizing and embracing change management, but federated organizations face unique challenges when it

Salesforce Summer ‘24 Release: What You Need to Know

Salesforce has launched its newest release, packed with updates aimed at enhancing your user experience and supercharging your Salesforce instance. We’ve read through all of the

Dream Big in Education With CRM + AI + Data + Trust: Education Summit 2024 Innovation Keynote Highlights

Cloud for Good experts at the 2024 Salesforce Education Summit in San Diego joined the summit's innovation keynote. Here are the highlights from the keynote.

Our Point of View About Salesforce’s Nonprofit Cloud and Education Cloud

As we continue to work with the Nonprofit and Education Clouds and Salesforce continues to develop and release features, we wanted to provide a look at

Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud

Find out Cloud for Good's top 5 considerations if you're thinking of migrating from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit Cloud.

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Diversity at Dreamforce – A Promising Start, But Challenges Remain

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

A Recap of Dreamforce – Day 3

A Recap of Dreamforce 2015 – Day 2

A Recap of Dreamforce 2015 – Day 1

Simplify Salesforce Requirements Gathering with Use Cases

NPSP 3.0 Feature Overview

5 Thoughts about Salesforce Lightning Experience

Meet Us at Dreamforce

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

Latest Posts

Salesforce Leads: Pros and Cons for Nonprofits

Back to School: Research Methods 101 – Surveys

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

3 Considerations for Your First Nonprofit Drip Program

How Women In Tech (WIT) Changed My Career

Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Managing Change in a Federated Organizational Model

Salesforce Summer ‘24 Release: What You Need to Know

Dream Big in Education With CRM + AI + Data + Trust: Education Summit 2024 Innovation Keynote Highlights

Our Point of View About Salesforce’s Nonprofit Cloud and Education Cloud

Top 5 Considerations for Migrating from Salesforce Nonprofit Success Pack to Salesforce Nonprofit Cloud