Thought Leadership

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

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Latest Posts

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

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

Become a Connected Organization with NGO Connect

If you are a major gift manager, super fundraiser, or a volunteer mobilizer, you have a great reason to get excited. The Salesforce Foundation has recently

Making Your Back Office Hum with Salesforce

All companies, whether for or nonprofit, need to hire and onboard new employees. In many cases, the hiring process may be run through a job board

Your Organization Needs a Salesforce Administrator – Could It Be You?

Written by Cloud for Good Team At many nonprofits, and in particular at smaller organizations, staff members tend to wear many hats. There may not be

So, you think you want to upgrade to NPSP 3.0…

The NPSP 3.0 brings lots of great new features for nonprofits on Salesforce. Here's what you should consider and what you need to do to upgrade.

The Community’s Salesforce Hidden Gems

In an effort to unveil “hidden” best features of Salesforce I asked people on the Hub recently to share their tips. The responses I received were

Cloud for Good Named to Inc. 500 List

Inc. magazine ranked Cloud for Good No. 434 on the 2014 Inc. 500|5000, an exclusive ranking of the nation's fastest-growing private companies. The list represents the

Thought Leadership

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Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Winter ’14 Release: My Favorite Features for Nonprofits

Audit Trail – A Hidden Gem

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

To CRM or not to CRM: Is that the question?

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Latest Posts

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

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

Become a Connected Organization with NGO Connect

Making Your Back Office Hum with Salesforce

Your Organization Needs a Salesforce Administrator – Could It Be You?

So, you think you want to upgrade to NPSP 3.0…

The Community’s Salesforce Hidden Gems

Cloud for Good Named to Inc. 500 List