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Thought Leadership

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

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Join Us at the Salesforce World Tour in New York!

On November 18. 2015, the Salesforce World Tour is going to New York and Cloud for Good will be there! We're presenting in the Admin Zone
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Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Cloud for Good had the opportunity to send two of our team members to participate in the second ever Nonprofit Starter Pack Sprint (#NPSPsprint). A room
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Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account
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Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Written by Cloud for Good Team There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce

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Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an
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Exciting Times To Be Part of the Salesforce Ecosystem

Written by Cloud for Good Team From where I am standing today, it is hard to rewind back to 8 years ago when I joined the

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Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able
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Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret.
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Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events
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Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's
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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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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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Smiling woman using Salesforce on laptop at desk - Cloud for Good

Using Salesforce Education Cloud as a Modern Student Information System

Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,
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The Top Ways Technology Expands Access To Donor-Advised Funds

Thanks to technology and digital platforms, access to donor-advised funds (DAFs) has expanded for a wider spectrum of donors.
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Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's
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Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.
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Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
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Salesforce Summer '25 Release: What You Need to Know

Salesforce Summer ’25 Release: What You Need to Know

Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.
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