Thought Leadership

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

Latest Posts

How Women In Tech (WIT) Changed My Career

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: 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

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

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

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

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

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?

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: 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....
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

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,...
Pumpkins and berries on a wooden table. Text: HAPPY THANKSGIVING FROM CLOUD FOR GOOD

Happy Thanksgiving from Cloud for Good

Cloud for Good has much to be thankful for this year.  Considering the challenges 2020 has thrown everyone’s way, we want to take a moment and reflect on the incredible nonprofit...

Two men smiling. Text: THE FUTURE OF EVENTS

Trailblazers Together: The Future of Events

2020 has been a year of massive change, and for marketing that has meant finding new, creative ways to engage with our donors, constituents, and friends....

Chalkboard and desk items. Text: BREAKING THROUGH THE NOISE THIS #GIVINGTUESDAY

Breaking Through the Noise This #GivingTuesday

On average, your constituents receive around 121 emails every day, including emails from their favorite restaurants, stores, or even meeting confirmations. With all of this traffic,...

Graduation caps thrown in air. Text: NONPROFIT SUCCESS PACK (NPSP) FOR HIGHER EDUCATION ADVANCEMENT

Nonprofit Success Pack (NPSP) for Higher Education Advancement

While NPSP was historically associated with the nonprofit sector, the versatility and customizability of the solution can also support large-scale fundraising for higher education institutions....
Jars of coins. Text: YOU CAN HAVE IT ALL (WITH EXTERNAL DATA ARCHITECTURES)

You Can Have it all (With External Data Architectures)

It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel Club and Childfund International are leveraging...

Two people smiling at a laptop. Text: MANAGING YOUR PROGRAMS WITH SALESFORCE

Managing Your Programs with Salesforce

Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or more programs, understanding their success and...