Thought Leadership

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

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if

Latest Posts

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

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

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

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

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?

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 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

Public Sector Keynote at Dreamforce 2025: What You Need to Know

The public sector keynote at Dreamforce 2025 unveiled a bold vision to help public sector organizations and government agencies meet their mandate with the launch of

Cloud for Good at Dreamforce 2025: The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good has created a dynamic, immersive experience at Dreamforce 2025 designed to connect, educate, and inspire nonprofit, higher ed, and public sector Trailblazers.

Education Cloud Summit: Dreamforce2U

Education Cloud Summit: Dreamforce2U Shaping the Future of Education with Salesforce Please save the date for this special event highlighting key updates from Dreamforce and upcoming

Salesforce’s Approach to Reimagining the Student Information System: A Learner-Centered and AI-Powered System

Salesforce, with support from Cloud for Good, is reimagining what a SIS can and should be by taking the power of a CRM and combining it

Revenue Cloud in the Impact Sector: Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud is opening new possibilities for nonprofits and higher education institutions alike. When combined with Nonprofit Cloud and Education Cloud, it can help organizations break

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

A technology roadmap provides higher education leaders with a clear, intentional path forward.

Thought Leadership

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Adding it Up: Understanding Roll-Up Summary Fields

Tracking In-Kind Gifts in Salesforce

Navigating NGO Connect Batch Upload

Make Those Moves and Track Them Too: Salesforce Moves Management

What Can We Learn From the Health Care Community?

Data Management Tips for the Lone Wolf Admin

#NPForce Tweet Chat

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

Best Practices: Salesforce Fields

Implementation Best Practices: Data

Latest Posts

Guarding Against Online Fraud on #GivingTuesday: 3 Expert Strategies

Nonprofits Are Creating Value With Salesforce

5 Fundraising Processes You Should Track in Salesforce

Blazing Trails Beyond Dreamforce

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Object Overkill

Right or Wrong: How Do I Decide?

Change Doesn’t Always Have To Be Scary

Meet Us at Dreamforce 2016

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

Salesforce Communities: Getting Started

Public Sector Keynote at Dreamforce 2025: What You Need to Know

Education Cloud Summit: Dreamforce2U

Salesforce’s Approach to Reimagining the Student Information System: A Learner-Centered and AI-Powered System

Revenue Cloud in the Impact Sector: Simplifying Revenue Management for Mission-Driven Organizations

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations