image section
Dreamforce 2026
Contact Us
Site Logo

Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Why a System Administrator Profile Is Not For Everyone- Cloud for Good

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
Learn More
Using Field Trip App to Clean Up Your Salesforce Instance- Cloud for Good

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
Learn More
Salesforce Peer-to-Peer Fundraising E-Book- Cloud for Good

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

Learn More
Why CRM Implementations Fail and How to Avoid It- Cloud for Good

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

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;
Learn More
Avoiding Growing Pains Through Good Governance

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
Learn More
What You Should Do Before an Enterprise-Wide CRM Implementation - Cloud for Good

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,
Learn More
Recovering from Dreamforce - Cloud for Good

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
Learn More
Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
Learn More
The Ethical Consultant - Cloud for Good

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Learn More

Latest Posts

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
Learn More
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
Learn More
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
Learn More
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
Learn More
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.
Learn More
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,
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
CFG2024_Blog_Salesforce-Announces-New-Product-Innovations-for-Education-Cloud-at-the-CASE-Summit-For-Leaders-In-Advancement-1

Salesforce Announces New Product Innovations for Education Cloud at the CASE Summit for Leaders in Advancement

Salesforce announced three new product innovations for Education Cloud for Advancement & Alumni Relations at the CASE Summit for Leaders in Advancement in New York City
Learn More
CFG2024_Blog_Where-to-Find-Cloud-for-Good-This-Summer-Upcoming-Events-1

Where to Find Cloud for Good This Summer: Upcoming Events

Written by Cloud for Good Team Summer is a season that many of us look forward to. Whether it’s because of the beautiful weather, scenic transformations

Learn More
CFG2024_Blog_Review-the-Timing-for-Your-Technology-Transformation

Considerations for Migrating from NPSP to NPC: Review the Timing for Your Technology Transformation

Learn about some key questions you should ask as you determine the best time to make the change from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit
Learn More
CFG2024_Blog_Why-Salesforce-is-the-Right-Solution-for-Moving-From-Raisers-Edge

Why Salesforce is the Right Solution for Organizations Moving from Raiser’s Edge

At Cloud for Good, we have migrated over 250 nonprofit organizations and higher education institutions from Raiser’s Edge to Salesforce. Here are the top reasons why
Learn More
CFG2024_Blog_Data-Cloud-Myths

Salesforce Data Cloud Myths: Truth or False?

As Data Cloud rapidly develops, questions about Data Cloud's function and how it can address their challenges are becoming increasingly complex and misconceptions about Data Cloud
Learn More
CFG2024_Blog_Assessing-Your-Current-Salesforce-Footprint

Considerations for Migrating from NPSP to NPC: Assess Your Current Salesforce Footprint

Written by Cloud for Good Team Salesforce’s Nonprofit Success Pack (NPSP) was built on top of Salesforce by Salesforce.org and the fundraising community. Since its inception,

Learn More