Thought Leadership

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

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Have a Salesforce Question? The Hub May Have the Answer!

Have a Salesforce Question? The Hub May Have the Answer!

The Power of Us Hub is a valuable resource for any Salesforce user where one can find articles, groups, ask questions, and lots more to help
Handling Donations Made via Third-Party Organizations

Handling Donations Made via Third-Party Organizations

It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community
Are You Ready for Some Dreamforce?

Are You Ready for Some Dreamforce?!

As an organization we like to provide as much useful and relevant information to the nonprofit community we serve. If you frequent our blog you will
Adding it Up: Understanding Roll-Up Summary Fields

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Tracking In-Kind Gifts in Salesforce

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Navigating NGO Connect Batch Upload

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
What Can We Learn From the Health Care Community?- Cloud for Good

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-
Data Management Tips for the Lone Wolf Admin- Cloud for Good

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
#NPForce Tweet Chat

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.

Latest Posts

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

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

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

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

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?

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

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

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

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

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

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
Top 10 Reasons Nonprofits Love Marketing Cloud

Top 10 Reasons Nonprofits Love Marketing Cloud

Nonprofits are maximizing their communication strategies with the Salesforce Marketing Cloud. Learn about the top 10 features that make it a great tool for any organization.
Do You Know How to ERD?

Do You Know How to ERD?

Written by Cloud for Good Team First, let’s break down that scary little acronym: ERD = Entity Relationship Diagram. Still sound too techy? How about this:

Blue world map showing various white pins scattered across different continents.

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.
Silhouette of a teacher pointing at a whiteboard, presenting to a class of students.

Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it
Stressed woman at a desk holding her head while multiple hands offer her devices and coffee.

How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and