Thought Leadership

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

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New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about
Handling Anonymous Donors With Salesforce

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a
Invest in Your Salesforce Administrator

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation
Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.
Getting the WHOLE Team On Board: Lessons Learned About Change Management

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there
5 Things to Consider When You Integrate Quickbooks and Salesforce

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream
Salesforce1 Mobile App

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
Get Connected, Lightning Fast

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?

Latest Posts

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

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
Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If
Dreamforce 2016 Registration is Open!

Dreamforce 2016 Registration is Open!

Registration for Dreamforce 2016 is now open! Take advantage of the discounted registration rate for nonprofits and higher education institution.! Learn, network, and develop your Salesforce
Stages of CRM Adoption

Stages of CRM Adoption

Through my work as a Salesforce consultant I believe there are three key levels or “energy states” an organization can potentially occupy. They run from low-adoption,
Data Validation for Your Salesforce Project

Data Validation for Your Salesforce Project

It's time for data validation. Here are some tips and tricks to making sure that you get your data looking exactly like you want it.
Data Proofing Your Salesforce Data

Data Proofing Your Salesforce Data

Data is a nonprofits best friend and should be treated as one of it's most powerful tools. Consider the information your organization may be recording on
Leveraging NPSP's Employer Gift Match Functionality to Take Your Fundraising to the Next Level

Leveraging NPSP’s Employer Gift Match Functionality to Take Your Fundraising to the Next Level

We all know that managing matching gifts can be a frustrating process for nonprofits, but it is becoming a far simpler and more worthwhile endeavor. The
Come See Us at the Salesforce World Tour in Washington, DC!

Come See Us at the Salesforce World Tour in Washington, DC!

The Salesforce World Tour is in Washington, DC on Thursday, April 28. There are many great sessions for nonprofits. We look forward to seeing you there!
Blazing Trails Beyond Dreamforce

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

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?

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 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

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

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