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Thought Leadership

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

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Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
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A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left
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A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

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A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were
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Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use
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NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.
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5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key
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Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see
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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.
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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
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Latest Posts

Destination Adoption: Get Your Users Using Salesforce

Destination Adoption: Get Your Users Using Salesforce

Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
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Connected Nonprofits Use Technology to Manage Volunteers

Connected Nonprofits Use Technology to Manage Volunteers

Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can
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Paying It Forward: Nonprofits Helping Nonprofits

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can
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5 Nonprofit New Years Resolutions for Salesforce

5 Nonprofit New Years Resolutions for Salesforce

The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your
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Process Builder: Tips and Tricks

Process Builder: Tips and Tricks

Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do
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Make Salesforce Work for You: Workflows and Email Automations

Make Salesforce Work for You: Workflows and Email Automations

Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can
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Burst your Silos and Become a Connected Nonprofit

Burst your Silos and Become a Connected Nonprofit

Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is
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Meet Us at the Salesforce World Tour in New York

Meet Us at the Salesforce World Tour in New York

The Salesforce World Tour in New York will be here on Dec. 15. Come out and see the Cloud for Good team and catch sessions by
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Fundraising is Easier with Social Studio

Fundraising is Easier with Social Studio

Learn how to listen, engage and connect with your constituents on their turf using Social Studio from the Salesforce Marketing Cloud.
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Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the
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Three Ways To Make Sure that Your Next Big Software Project Is A Success

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software
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4.5 Great Ways to use Pinterest and Salesforce

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like
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Why Integrations and Clean Manageable Data Help Change the World

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.
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5 Key Items to Run a Successful Salesforce Implementation

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success
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Questions to Ask Before Your Next Data Migration

Questions to Ask Before Your Next Data Migration

If your nonprofit is considering a data migration in the near future, you can start planning now by asking some preliminary question.
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Security vs Convenience: Securing Your Salesforce Org

Security vs Convenience: Securing Your Salesforce Org

When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output.
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