Thought Leadership

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

Latest Posts

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...

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the...

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using...

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take...

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The...

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond...

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,...

Using Salesforce Experience, Marketing, and Commerce Clouds to Increase Constituent Engagement

Experience Cloud, Marketing Cloud, and Commerce Cloud are the three primary Salesforce solutions suited to create constituent engagement today....

Data Drives Success: Tools to Empower Your Organization

Cloud for Good, UC Innovation, and iWave explore the nearly-endless ways Salesforce technology can help organizations raise more funds....

Increasing Engagement Across the Student Lifecycle with Marketing Cloud

Learn how two Marketing Cloud products are helping institutions greatly increase engagement across the student lifecycle....

Salesforce for Associations: Building Relationships That Drive Change

Salesforce is the platform of choice for over 150K companies worldwide. This is because the technology helps empower users to drive efficiencies, tech-powered automation, and exceptional...

Using Salesforce to Increase Engagement with Hillel International

Cloud for Good has helped Hillel International increase engagement and online giving by 500% over the past five years....

Marketing Cloud GPT, Data Cloud Updates, and the Future of Open AI from Connections 2023

Salesforce Connections 2023 is the marketing and commerce learning event of the year for customer-first innovation. Here are our takeaways....