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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
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.
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
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
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
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
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
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.
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
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
Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025
The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's
Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty
A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.
Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System
A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
Salesforce Summer ’25 Release: What You Need to Know
Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.
Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking
Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that amplify impact, Salesforce Nonprofit Cloud for Grantmaking is transforming grantmaking processes for organizations.
The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and
