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...
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...
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...
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....
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,...
Salesforce Education Cloud Winter ’22 Release: What You Need To Know
The Salesforce.org Winter ’22 Education Cloud Release features several updates and optimizations designed to help make institution operations more efficient....
Salesforce Nonprofit Success Pack (NPSP) Winter ’22 Release: What You Need to Know
The NPSP Winter '22 release is introducing the Elevate Power of Us Edition, offering new ways to manage undeliverable addresses track Change Logs for Recurring Donations,...
Migrating from Blackbaud Luminate CRM and Luminate Online to Salesforce
When harmony is created through technology systems like Nonprofit Cloud and Pardot, so too is it created for the diverse allies of the Rainforest Alliance as...
Hear from Cloud for Good’s Executive Vice President of Services and Managing Directors on what they are most thankful for as we enter the 2021 holiday...
Cloud for Good Announces Talent for Good Dallas Hub
Cloud for Good, alongside the University of North Texas at Dallas (UNT Dallas) and Dallas College, today announced a partnership to provide an apprenticeship pathway to...
