Thought Leadership

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

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at

Latest Posts

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

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you

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

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

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

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?

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, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

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 is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Solving the Salesforce Talent Gap

Written by Cloud for Good Team Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was

Save the Date: Giving Tuesday 2021

Written by Cloud for Good Team Giving Tuesday 2021 is just 60 days away, but don’t stress, if you haven’t started planning yet, you still have

How Cloud for Good Gives Back To Our Communities

Written by Cloud for Good Team 2020 was, by all accounts, a landmark year for Cloud for Good. Not only was it the company’s tenth anniversary,

The Role of Data Warehouses in Nonprofit Technology Strategies

Written by Cloud for Good Team Written by Kestryl Lowrey and Stephen Earheart When you migrate to Salesforce, you become deeply familiar with your organization’s data—the

Getting the Most From Technology With Salesforce Digital 360

Written by Cloud for Good Team Salesforce Digital 360 has become the new industry standard for creating more meaningful customer experiences through digital-first solutions. Connecting the

What Can Marketing Cloud Do for Education?

Written by Cloud for Good Team Often campuses come to Cloud for Good with their data spread out across various systems, departments, and sometimes even spreadsheets.

Thought Leadership

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Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Ready To Start With Your Implementation? Think Again

The Power of US Hub

Cloud for Good Goes to Washington for NTC14

Latest Posts

Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Solving the Salesforce Talent Gap

Save the Date: Giving Tuesday 2021

The Role of Data Warehouses in Nonprofit Technology Strategies

Getting the Most From Technology With Salesforce Digital 360

What Can Marketing Cloud Do for Education?