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FREEZE!!!  What's a Data Freeze and How to Come Out of It in One Piece

FREEZE!!!  What’s a Data Freeze and How to Come Out of It in One Piece

You're ready for the data migration, but now it's time to manage the data freeze. Here are some tips to work through shutting down your old
Salesforce Communities: Getting Started

Salesforce Communities: Getting Started

At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a
Don’t Drive a Rocketship to 7-11 - Implementing Salesforce for Small-to-Midsize Nonprofits

Don’t Drive a Rocketship to 7-11 – Implementing Salesforce for Small-to-Midsize Nonprofits

Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce
Who is the Site Guest User?

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com
Top 11 Salesforce Blog Posts You Should Read Again

Top 11 Salesforce Blog Posts You Should Read Again

The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11
Your Nonprofit Needs a Technology Vision

Your Nonprofit Needs a Technology Vision

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
Is the Fear of Failure Hurting Your Fundraising?

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of
PCI Compliance_ Why You Should Know What This Means

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your
Cloud for Good is Sponsoring Circles of Success on July 13, 2016

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of

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
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
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
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
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
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
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.
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,
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
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
Revenue Cloud in the Impact Sector_ Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud in the Impact Sector: Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud is opening new possibilities for nonprofits and higher education institutions alike. When combined with Nonprofit Cloud and Education Cloud, it can help organizations break
The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

A technology roadmap provides higher education leaders with a clear, intentional path forward.
Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025_ Impact Sector Summit

Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025: Impact Sector Summit

Dreamforce offers thousands of sessions and experiences, but the Impact Sector Summit creates a unique space for our community to come together with a shared purpose.
Graduate in cap and gown at university commencement ceremony - Cloud for Good

What Marketing Cloud Advanced Can Do For Higher Education

Marketing Cloud Advanced gives institutions advanced tools to understand constituents, personalize engagement, optimize campaigns, strengthen relationships, and act on unified data insights. It’s a powerful way
Education Cloud’s New Data Models_ Ushering in a New Era of Philanthropic Giving in the Education Sector

Education Cloud’s New Data Models: Ushering in a New Era of Philanthropic Giving in the Education Sector

With a new generation of philanthropy tools for Education Cloud, Salesforce is addressing a critical need: helping advancement teams optimize and scale the work of fundraisers,
Volunteer Management Reimagined_ Salesforce’s Native Solution for Nonprofits Has Arrived

Volunteer Management Reimagined: Salesforce’s Native Solution for Nonprofits Has Arrived

Volunteer Management for Nonprofit Cloud is finally here - and it’s a big deal.