Thought Leadership

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

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Major Donors: Cultivating and Implementing A Salesforce Strategy

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of
Roll Up Your ROI with Campaign Hierarchies

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

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

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

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

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?

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: 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.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

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: 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

Latest Posts

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How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –Β  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed
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#BestTeamEver: A True Story of Virtual Working

β€œSo what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right β€œout of the box” for the base price. There are some things, like
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Seeing vs Doing: Understanding Learning Styles for Successful Training

Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or
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A Nonprofit Guide to the Salesforce AppExchange

We have been hosting Apps for Good webinars over the last couple of years and we have written many great articles about the different apps that
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Creating a Data Map When You’re Lost in Data!

A data map is a great way to document the process of uncovering the secrets of a data set. We use them for so many different
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Volunteer Time Off: Engineering the Future

Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Salesforce Trailhead Guides You to Success

Are you looking for training resources for your users? Check out Salesforce's free, fun interactive learning path, Trailhead.
Data Models and DeLorean's_ How Salesforce Beats Microsoft in the Nonprofit Space

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
The Future of Student Information Systems with Salesforce Education Cloud

The Future of Student Information Systems with Salesforce Education Cloud

Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education
What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to
Why Organizations Must Continue AI Investment Despite Budget Pressures

Why Organizations Must Continue AI Investment Despite Budget Pressures

This guest blog by Applied AI expert James Villarrublia examines a fundamental shift happening in our workforce that encourages organizations to continue investing in AI amid
AI Agents in Education_ Highlights of the Education Summit 2025 Keynote

AI Agents in Education: Highlights of the Education Summit 2025 Keynote

The Education Summit 2025 Keynote opened our eyes to all the innovations and ways the higher education space can use AI agents and Agentforce to empower
3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

Here are three ways Cloud for Good's Managed Services offering empowers Salesforce admins.