Thought Leadership

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

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Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff

Latest Posts

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

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

Making Sense of the Marketing Cloud

Written by Cloud for Good Team Salesforce is an excellent tool for tracking information about constituents, programs, fundraising, and so much more. But when you want

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

On November 18, Cloud for Good attended the Salesforce World Tour in NYC and had the opportunity to meet with hundreds of local nonprofits utilizing Salesforce

Chili for a Cause: Volunteer Time Off

The Hanover Chili Cookoff may look like just another festival or fair but at its core is a group of extremely dedicated volunteers who organize an

Receipting Canadian Tax Receipts

Written by Cloud for Good Team Are you recording your donations in Salesforce? Yes, that’s great! You’re probably using the Opportunities object to do so. But how

Salesforce.org Announces A New Philanthropic Brand

Salesforce.org announces a unified brand for Salesforce Foundation and Salesforce.org. A brand that more accurately describes their long-term goals: a nonprofit, social enterprise dedicated to Salesforce’s

#NoCodeNovember – Our Favorite Salesforce Features

In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Avoiding Growing Pains Through Good Governance

What You Should Do Before an Enterprise-Wide CRM Implementation

Recovering from Dreamforce

Latest Posts

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

Major Donors: Cultivating and Implementing A Salesforce Strategy

Making Sense of the Marketing Cloud

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

Chili for a Cause: Volunteer Time Off

Receipting Canadian Tax Receipts

Salesforce.org Announces A New Philanthropic Brand

#NoCodeNovember – Our Favorite Salesforce Features