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,...

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

The COVID-19 pandemic has exposed the incredible weaknesses that currently exist in the American public health system. While the strengths and selfless bravery of our medical...

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Asheville, North Carolina – February 23, 2021 – Cloud for Good has been certified as a Great Place to Work for the 7th year in a row....

Salesforce Spring ’21 Release Recap

One of my favorite things about Salesforce is that it is constantly evolving, with regular releases three times a year. These releases include many new features....

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked, the data that each side maintains...

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to dive deeper into the connection between...

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Security has been one of the most prevailing through-lines of 2020 and 2021. Through taking donor information over the phone from our home offices, increased cyber-attacks,...