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Major Donors: Cultivating and Implementing A Salesforce Strategy

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
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
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
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
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
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
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
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.
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

Latest Posts

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
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.
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
Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies

Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies

#GivingTuesday, one of the biggest fundraising days of the year, is coming up. This post contains tips to avoid fraud on #GivingTuesday and throughout the year.
Nonprofits Are Creating Value With Salesforce

Nonprofits Are Creating Value With Salesforce

More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of
5 Fundraising Processes You Should Track in Salesforce

5 Fundraising Processes You Should Track in Salesforce

Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Salesforce can be a
Blazing Trails Beyond Dreamforce

Blazing Trails Beyond Dreamforce

Dreamforce 2016 was the year of the trail blazer. Cloud for Good has put together a summary of the highlights from this year's Dreamforce.
Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

The key to the success of your Salesforce implementation is moderation and this is especially true when it comes to custom object creation. Even if an
Right or Wrong: How Do I Decide?

Right or Wrong: How Do I Decide?

When there’s more than one way to get something done, how do you make the best choice? Consistency is the key. If you’ve used Salesforce for
Change Doesn’t Always Have To Be Scary

Change Doesn’t Always Have To Be Scary

Change is all about how you manage the process. Implementing a new CRM like Salesforce can certainly lead to unintended consequences if you don’t manage the
Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Celebrating What Makes Cloud for Good a Great Place to Work on National Certification Day

Written by Cloud for Good Team Today is Certification Nation Day, and for its tenth consecutive year Cloud for Good was recognized as a Great Place To

CFG2024_Blog_NPSP-to-Salesforce-Nonprofit-Cloud-Understand-the-Impact-of-Your-Data

Considerations for Migrating from NPSP to Salesforce Nonprofit Cloud: Understand the Impact of Your Data

Written by Cloud for Good Team Another new iPhone model has arrived, and for many of us that means switching over all our data, applications, and

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but

Dreamforce 2024_ Nonprofit Keynote Highlights_ Amplifying Your Mission and Impact with AI

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

The Cloud for Good team at Salesforce’s highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Nonprofit Cloud from
Dreamforce 2024_ Education Keynote Highlights_ Elevate Every Education Journey with AI + Data + Action

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

The Cloud for Good team at Salesforce's highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Education Cloud from
Where to Find Cloud for Good: Dreamforce 2024

Where to Find Cloud for Good: Dreamforce 2024

Written by Cloud for Good Team Get ready for Dreamforce 2024! Salesforce’s flagship event is set to kick off on Tuesday, September 17th in San Francisco,