Thought Leadership

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

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

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

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

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

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

The Future of Predictive Analytics in Higher Education

Written by Cloud for Good Team What is Predictive Analytics? We’ve all heard about artificial intelligence, predictive analytics and other forms of technology being the way of the

See Cloud for Good at Dreamforce 2018

Written by Cloud for Good Team The countdown to Dreamforce is on and Cloud for Good is excited to see you there! We love coming together with so

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Written by Cloud for Good Team Salesforce has always shown strong support for nonprofit organizations with their 1-1-1 philanthropy model. Now they’ve taken their commitment to the next

Discover Donor Giving Power Through Wealth Screening

Written by Cloud for Good Team Prospecting within your existing database of constituents is a great place to start your fundraising efforts, but it can be

Nonprofits and Recurring Donations

Written by Cloud for Good Team It has been said that the best things come in small packages and the same can be said of small

Engage Your Constituents with Text Messaging

Written by Cloud for Good Team Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income

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Recovering from Dreamforce

Thank You Letters: Leveraging Donation Split & Conga Composer

The Ethical Consultant

Going to Dreamforce? Let’s Meet!

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

To CRM or not to CRM: Is that the question?

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

The Future of Predictive Analytics in Higher Education

See Cloud for Good at Dreamforce 2018

Dreamforce 2018: Discovering the Nonprofit & Education Clouds

Discover Donor Giving Power Through Wealth Screening

Nonprofits and Recurring Donations

Engage Your Constituents with Text Messaging