Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
Salesforce can Help with US Tax Receipts for Donors

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their
Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
Data Segmentation: Categorize Your Constituents With Salesforce

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

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

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

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

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

Latest Posts

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
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
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
Nonprofits and Recurring Donations

Nonprofits and Recurring Donations

Written by Cloud for Good Team It has been said that the best things come in small packages and the same can be said of small

Engage Your Constituents with Text Messaging

Engage Your Constituents with Text Messaging

Written by Cloud for Good Team Communication in a Digital Age Before coming to Cloud for Good, I worked for an organization that provides multiple income

Which Pardot edition do I choose?

Which Pardot edition do I choose?

Written by Cloud for Good Team When I bought my first car, I hemmed and hawed over which Toyota Celica I wanted, the basic GT or

Salesforce Advisor Link: A Game Changer for Higher Ed

Written by Cloud for Good Team We hear it time and time again – the higher education landscape is changing. Colleges and universities are competing for

Meet Cloud for Good at WITness Success

Meet Cloud for Good at WITness Success

Written by Cloud for Good Team WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to

Is it Time to Spring Clean Your Fundraising Database?

Is it Time to Spring Clean Your Fundraising Database?

Written by Cloud for Good Team Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and