Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Copy-of-CFG2024_Blog_Salesfcorce-Spring-24-Release

Salesforce Spring ‘24 Release: What You Need to Know

We've pulled out the highlights from the Salesforce Spring '24 Release Notes that our customers are sure to love.
Introduction to Nonprofit Cloud for Fundraising

Introduction to Nonprofit Cloud for Fundraising

Nonprofit Cloud for Fundraising streamlines donor engagement, fundraising, and outcomes through data-driven approaches.
Blog_Investment-In-Overhead-

Investment In Overhead Improves Outcomes

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. In ancient Egypt, the Nile River provided fertile land

Happy-Holidays-From-Cloud-for-Good-2023

Happy Holidays From Cloud for Good: 2023 in Review

As we bid farewell to 2023, Cloud for Good would like to take one final look back at the year that was.
xr:d:DAF2DHa3ep8:6,j:7030530591650943125,t:23120718

Empowering State and Local Government with Salesforce Public Sector Solutions

Salesforce's Public Sector Solutions stand out as a transformative force in the realm of government technology.
A-Beginners-Guide-to-OmniStudio.

A Beginner’s Roadmap to OmniStudio

OmniStudio is a powerful solution offering skill-building and automation options included in the new Nonprofit and Education Clouds.
CFG2023_Blog_Goodies-Give-Back-Food-Insecurity-1

Goodies Give Back: Fighting Food Insecurity

During this time of reflection, we would like to highlight a new initiative we’re particularly proud of: Goodies Give Back.
Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum

Museum Membership Management, Ticketing, and Fundraising: A Journey from Blackbaud to Salesforce with the Guggenheim Museum

Migrating from Blackbaud to Salesforce has made a profound impact on Guggenheim Museum's membership management, ticketing, and fundraising. Learn more in this customer success story.
All-Treats-No-Tricks-5-Cloud-for-Good-Partners-Sweetening-the-Nonprofit-and-Education-Spaces

All Treats, No Tricks: 5 Cloud for Good Partners Sweetening the Nonprofit and Education Spaces

These five Cloud for Good partners offer solutions as sweet as candy for your nonprofit and education needs.

Latest Posts

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,
Theory of Change: Metrics and Monitoring

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision
Social Engagement Management: The New Sheriff in Town

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social
Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.
Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.