Thought Leadership

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

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome.

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to

Latest Posts

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

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

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Written by Cloud for Good Team Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New

Measuring Your Impact With Salesforce Tableau

Written by Cloud for Good Team You know you are making a difference in your communities, but do you know how to showcase that impact to

How Culture Makes Cloud for Good a Great Place to Work

Written by Cloud for Good Team Cloud for Good was recently recognized as one of the 2021 Best Small & Medium Workplaces™ by Great Place to

Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

Written by Cloud for Good Team In part one of our Support and Maintenance of Your University’s Salesforce Org blog series, we explored long-term maintenance and

Sunsetting Luminate CRM: What Nonprofits Should Expect

Written by Cloud for Good Team Cloud for Good recently hosted a virtual roundtable diving into the implications for nonprofit organizations as it relates to the

How to Increase Conversion Rates Using Pardot

Written by Cloud for Good Team Increasing website conversion rates is a perpetual priority for both higher education institutions and nonprofit organizations. Considering the massive investments

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Celebrating the You in Community: Why Salesforce Just Does It Better

Click & Pledge Event Management

Make it Awesome: Salesforce and Eventbrite

Work.com: Time for Another Look

Salesforce Scheduled Unit Tests

Investing in Salesforce Success

The 360 on roundCause

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce

Apsona Mail Merge for Salesforce

Latest Posts

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Data Segmentation: Categorize Your Constituents With Salesforce

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

Measuring Your Impact With Salesforce Tableau

How Culture Makes Cloud for Good a Great Place to Work

Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

Sunsetting Luminate CRM: What Nonprofits Should Expect

How to Increase Conversion Rates Using Pardot