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,...

Discover Donor Giving Power Through Wealth Screening

Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be difficult to identify their capacity to...

Nonprofits and Recurring Donations

It has been said that the best things come in small packages and the same can be said of small donations. In particular, ones that are...

Engage Your Constituents with Text Messaging

Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income and food support services to low-income...

Which Pardot edition do I choose?

When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or the GT-S. Not to mention all...

Salesforce Advisor Link: A Game Changer for Higher Ed

We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for the same students with slimmer budgets...

Meet Cloud for Good at WITness Success

WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to learn, network, grow, get inspired and...