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Thought Leadership

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

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Choosing the Best MailChimp to Salesforce Connector

Choosing the Best MailChimp to Salesforce Connector

Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has
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Lightning Experience: Winter 17 and Beyond

Lightning Experience: Winter 17 and Beyond

The Salesforce Winter '17 release brought many changes to the Lightning Experience. We cover some of those changes and what's to come in this post.
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Destination Adoption: Get Your Users Using Salesforce

Destination Adoption: Get Your Users Using Salesforce

Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
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Connected Nonprofits Use Technology to Manage Volunteers

Connected Nonprofits Use Technology to Manage Volunteers

Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can
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Paying It Forward: Nonprofits Helping Nonprofits

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can
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5 Nonprofit New Years Resolutions for Salesforce

5 Nonprofit New Years Resolutions for Salesforce

The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your
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Process Builder: Tips and Tricks

Process Builder: Tips and Tricks

Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do
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Make Salesforce Work for You: Workflows and Email Automations

Make Salesforce Work for You: Workflows and Email Automations

Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can
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Burst your Silos and Become a Connected Nonprofit

Burst your Silos and Become a Connected Nonprofit

Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is
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Meet Us at the Salesforce World Tour in New York

Meet Us at the Salesforce World Tour in New York

The Salesforce World Tour in New York will be here on Dec. 15. Come out and see the Cloud for Good team and catch sessions by
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Latest Posts

Roll Up Your ROI with Campaign Hierarchies

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
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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
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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
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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
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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
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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
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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.
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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,
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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
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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
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What Is Salesforce Headless 360 and Why Does It Matter 

What Is Salesforce Headless 360 and Why Does It Matter 

A new capability is available to Salesforce organizations, and it is generating a lot of conversation.
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CFG2026_Blog - 1

The Digital Government Imperative: Why Salesforce is Transforming State and Local Services

State and local agencies are at an inflection point. Citizens expect Amazon-grade experiences. Budgets are shrinking. Legacy systems are holding progress hostage.
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Software Fragmentation - 1

Why Long-Term Salesforce Partnerships Matter More Than Fragmented Integrations 

Digital transformation has led many organizations to adopt a growing number of tools to support their operations.
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The Future of Student Information Systems

Salesforce SIS: The Future of Student Information Systems Prioritizes User Experience and AI, No Record Keeping

Salesforce SIS connects admissions, advising, financial aid, and student success in one platform, helping institutions deliver better outcomes and experiences.
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Salesforce Winter ‘26 Release_ What You Need to Know

Salesforce Winter ‘26 Release: What You Need to Know

Salesforce’s Winter ‘26 release is here, and it brings enhancements to reporting, simplifies org management, and helps you and your team get even more out of
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Education Leadership Summit 2026_ Advancing the Future-Ready Institution with Data and AI

Education Leadership Summit 2026: Advancing the Future-Ready Institution with Data and AI

Higher education continues to evolve under increasing pressure to deliver better outcomes with greater efficiency. From enrollment challenges to rising expectations around the student experience, institutions

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