Thought Leadership

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

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Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.
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Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it
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How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed
Blue wavy cloud logo with text Cloud for Good.

#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like
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Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or
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A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that
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Creating a Data Map When You’re Lost in Data!

A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different

Latest Posts

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
Six Reasons to Attend the Salesforce Higher Ed Summit 2017

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

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

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

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

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

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

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
Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Spring Resolutions for the Nonprofit Salesforce Admin

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help.