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Thought Leadership

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

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Talk To Your Data

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy
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Top 5 Chrome Extensions for Salesforce Administrators

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have
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Making it Seamless: Autolaunched Flows and Custom Settings

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier.
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Top 10 Single Largest Nonprofit Fundraising Events of 2014

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic
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Target Your Constituents with the Right Message at the Right Time

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to
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My Favorite Things: Apsona for Salesforce

My Favorite Things: Apsona for Salesforce

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange.  It is a supplement to your existing Salesforce that significantly

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Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are
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Publish or Perish: The Promise and Pitfalls of Publisher Actions

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your
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Introducing Social Customer Service

Introducing Social Customer Service

For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,
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New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about
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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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Graduates celebrating with text: THE COMPLETE PICTURE OF ALUMNI AND DONORS WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to

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Pattern of padlocks. Text: KEEPING YOUR DATA SAFE: FINDING PEACE OF MIND WITH SALESFORCE

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Written by Cloud for Good Team Security has been one of the most prevailing through-lines of 2020 and 2021.  Through taking donor information over the phone

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Person smiling at laptop. Text: CRAFTING A CONSTITUENT-CENTRIC EXPERIENCE IN THE POST-PANDEMIC WORLD

Crafting A Constituent-Centric Experience In The Post-Pandemic World

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. There’s no denying the profound impact COVID-19 has had

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Network nodes graphic over a graduation cap. Text: GIFT PROCESSING WITH CLOUD FOR GOOD'S ADVANCEMENT ACCELERATOR

Gift Processing With Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack

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People walking up stairs. Text: USING MARKETING CLOUD AS A LEAD FUNNEL TOOL, PART 2

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Written by Cloud for Good Team Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to

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What Is My Salesforce Instance and When Will I Need It?

What Is My Salesforce Instance and When Will I Need It?

Written by Cloud for Good Team Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud,

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