Thought Leadership

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

Latest Posts

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...

Meet Us at Dreamforce 2016

Join the Cloud for Good team at Dreamforce! Fill out our form to schedule a meeting and pick up your copy of the State of Nonprofit...

FREEZE!!! What’s a Data Freeze and How to Come Out of It in One Piece

You're ready for the data migration, but now it's time to manage the data freeze. Here are some tips to work through shutting down your old...

Salesforce Communities: Getting Started

At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a...

Don’t Drive a Rocketship to 7-11 – Implementing Salesforce for Small-to-Midsize Nonprofits

Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce...

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com...

Your Nonprofit Needs a Technology Vision

Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people who work there. These visions get...

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need....

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of...

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

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

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?

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, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes....

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,...