Thought Leadership

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

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A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left
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A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

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A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were
Messy room filled with cardboard boxes, miscellaneous items, and two guitars.

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use
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NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.
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5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key
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Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see
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Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.
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Force Off- Online Donation Tools for Salesforce Recap

To help you evaluate the various online donation tools available on the Salesforce platform, we hosted a Force Off featuring iATS Payments/ Brickwork, Click&Pledge and Network
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Merchant Accounts, Payment Gateways, Virtual Terminals, Oh My!

It’s a digital age and you’re behind the times if you’re not accepting online donations from your donors. So you start to weigh the options, researching

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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
Spring, Summer and Winter Cleaning

Spring, Summer and Winter Cleaning

Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent
Improving Advancement with HEDA

Improving Advancement with HEDA

Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your
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Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep
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How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below