Thought Leadership

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

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.

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

Latest Posts

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of

Spring, Summer and Winter Cleaning

Data cleanliness in Salesforce is important. Explore these tips to keep your data clean throughout the year and kick-off your spring cleaning with the most recent

Improving Advancement with HEDA

Colleges and universities implementing the Salesforce platform have a wealth of options for building a system that supports every department on campus. The Higher Education Data

Meet Cloud for Good at the Salesforce World Tour in Washington, DC

On Tuesday, April 4, 2017, come meet Cloud for Good at the Salesforce World Tour in Washington, DC. We'll be in the Customer Success Expo to

Webinar Recap: Unboxing the Nonprofit Success Pack with Lightning

On March 9, 2017, Cloud for Good hosted a webinar covering the Nonprofit Success Pack with Lightning. This post offers resources to help your organization get

Create Emails That Gain Traction With Your Constituents

Get more traction with emails and communications to your constituents. Learn how to create emails that will get higher conversions rates and improve the actions your

The Connected Nonprofit

Good data leads to more self-awareness and an increasing ability to better steer the nonprofit organization toward its mission. Jeff Rule shares his insights on becoming

Make Donor Engagement Plans Work for You

Put donor engagement plans to work for your organization. Utilize Engagement Plans in the Nonprofit Success Pack to assist with your fundraising efforts.

Seven Complaints From Accountants That Salesforce Can Solve

Fundraisers and accountants have different views at times. Salesforce can help solve the seven most common complaints from accountants and we explain how in this post.

Engagement Plans and Levels Make Moves Management Work for You

Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors

Cloud for Good at EDUCAUSE Annual Conference 2021

The EDUCAUSE Annual Conference brings together professionals and technology providers to explore solutions to continuing challenges. Learn how to find Cloud for Good will be at

What Can Apsona Do for Nonprofits?

Apsona for Salesforce is a vital tool for any nonprofit organization and is particularly valuable for those operating within NPSP.

Salesforce Winter ’22 Release: What You Need to Know

Written by Cloud for Good Team In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Written by Cloud for Good Team Following the considerable success the University of Vermont (UVM) found using Salesforce Marketing and Service Cloud to safely and efficiently

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Written by Cloud for Good Team Dreamforce 2021 Some of our Goodies received an exclusive invitation to attend Dreamforce 2021 live in person! While this was

Solving the Salesforce Talent Gap

Written by Cloud for Good Team Salesforce today is a much different company than it was when I first entered the ecosystem in 2005. I was

Thought Leadership

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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?

Custom Code: Are you ready?

Latest Posts

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Spring, Summer and Winter Cleaning

Improving Advancement with HEDA

Meet Cloud for Good at the Salesforce World Tour in Washington, DC

Webinar Recap: Unboxing the Nonprofit Success Pack with Lightning

Create Emails That Gain Traction With Your Constituents

The Connected Nonprofit

Make Donor Engagement Plans Work for You

Seven Complaints From Accountants That Salesforce Can Solve

Engagement Plans and Levels Make Moves Management Work for You

Cloud for Good at EDUCAUSE Annual Conference 2021

What Can Apsona Do for Nonprofits?

Salesforce Winter ’22 Release: What You Need to Know

Leveraging Salesforce CRM for the University of Vermont Office of Research (OVPR)

Dreamforce 2021 for the Nonprofit and Education Sectors: A Hybrid Experience

Solving the Salesforce Talent Gap