Thought Leadership

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

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

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,

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

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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

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

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

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of

Using Salesforce Education Cloud as a Modern Student Information System

Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,

The Top Ways Technology Expands Access To Donor-Advised Funds

Thanks to technology and digital platforms, access to donor-advised funds (DAFs) has expanded for a wider spectrum of donors.

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.

Thought Leadership

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Roll Up Your ROI with Campaign Hierarchies

Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Social Engagement Management: The New Sheriff in Town

Latest Posts

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

Who is the Site Guest User?

Top 11 Salesforce Blog Posts You Should Read Again

Your Nonprofit Needs a Technology Vision

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Is the Fear of Failure Hurting Your Fundraising?

PCI Compliance: Why You Should Know What This Means

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

Using Salesforce Education Cloud as a Modern Student Information System

The Top Ways Technology Expands Access To Donor-Advised Funds

Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

Salesforce Summer ’25 Release: What You Need to Know