Thought Leadership

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

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

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

Latest Posts

Volunteer Time Off Makes You Better at Your Job

Volunteer Time Off (VTO) is a growing trend as an employee benefit offered by companies. Volunteer time off provides benefits to both the company and the

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

A Balanced Approach to Driving Your Salesforce Vision

You have reached the point where you’ve launched Salesforce – congratulations! Now it’s time to take a step back and think about supporting a Salesforce vision for your

Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left

A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

Thought Leadership

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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

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Ready To Start With Your Implementation? Think Again

Latest Posts

Volunteer Time Off Makes You Better at Your Job

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

A Balanced Approach to Driving Your Salesforce Vision

Moving House: Steps for a Successful Data Migration

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

A Recap of Dreamforce – Day 3

A Recap of Dreamforce 2015 – Day 2