Thought Leadership

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

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

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

It’s Business Processes Time

In my four years at Cloud for Good, I have had the benefit of participating in every stage of implementing new solutions for organizations. I have seen

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the

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

Convert Volunteers to Donors and Vice Versa

Prior to joining Cloud for Good, I worked with a nonprofit in Atlanta called Points of Light whose mission was to increase capacity for other nonprofit

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

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.

Force Off- Online Donation Tools for Salesforce Recap

To help you evaluate the various online donation tools available on the Salesforce platform, we hosted a Force Off featuring iATS Payments/ Brickwork, Click&Pledge and Network

Merchant Accounts, Payment Gateways, Virtual Terminals, Oh My!

It’s a digital age and you’re behind the times if you’re not accepting online donations from your donors. So you start to weigh the options, researching

Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board

Cloud for Good has nominated its founder and CEO, Tal Frankfurt, to the Salesforce Foundation Nonprofit Starter Pack Advisory Board. Please vote for him today.

Recipes for Success: Salesforce and IFTTT

Automate Salesforce and Social Media with IFTTT. Work smarter, not harder by automating common tasks.

What Nonprofits Don’t Know About Salesforce Data Loss Can Hurt Them (And Their Mission)

What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team

Thought Leadership

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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?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Latest Posts

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

It’s Business Processes Time

3 Considerations for Your First Nonprofit Drip Program

How Women In Tech (WIT) Changed My Career

Major Donors: Cultivating and Implementing A Salesforce Strategy

Convert Volunteers to Donors and Vice Versa

Roll Up Your ROI with Campaign Hierarchies

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

Force Off- Online Donation Tools for Salesforce Recap

Merchant Accounts, Payment Gateways, Virtual Terminals, Oh My!

Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board

Recipes for Success: Salesforce and IFTTT

What Nonprofits Don’t Know About Salesforce Data Loss Can Hurt Them (And Their Mission)