image section
Dreamforce 2026
Contact Us
Site Logo

Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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
Learn More
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.
Learn More
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,
Learn More
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
Learn More

Latest Posts

Stressed woman at a desk holding her head while multiple hands offer her devices and coffee.

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
Learn More
Vector icon of a red screwdriver and blue wrench crossed inside a green gear.

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
Learn More
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  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
Learn More
Blue wavy cloud logo with text Cloud for Good.

#BestTeamEver: A True Story of Virtual Working

“So 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
Learn More
Pliers and a tape measure lying on top of architectural blueprints.

Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like
Learn More
Word cloud featuring words like learning, thinking, skills, successful, strategies.

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
Learn More
Blue world map showing various white pins scattered across different continents.

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
Learn More
Silhouette of a teacher pointing at a whiteboard, presenting to a class of students.

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
Learn More
Stressed woman at a desk holding her head while multiple hands offer her devices and coffee.

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
Learn More
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.
Learn More
Highlights from the CASE Summit for Leaders in Advancement

Highlights from the CASE Summit for Leaders in Advancement

Jordan Sites shares the highlights of the 2024 CASE Summit for Leaders in Advancement, where the Cloud for Good team and other advancement leaders learned, connected,
Learn More
CFG2024_Blog_Find-Success-with-Event-Management

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

This guest blog by Blackthorn CEO Chris Federspiel dives into the importance of choosing the right event management platform that can meet your current event management
Learn More
CFG2024_SuccessStory_A-Path-to-Success-Strategic-Salesforce-Roadmap

A Path to Success: Strategic Salesforce Roadmap

By laying a comprehensive strategic roadmap, Cloud for Good is helping the college harness the full potential of Salesforce, ensuring that its technology would both support
Learn More
CFG2024_Blog_Salesforce-Announces-New-Product-Innovations-for-Education-Cloud-at-the-CASE-Summit-For-Leaders-In-Advancement-1

Salesforce Announces New Product Innovations for Education Cloud at the CASE Summit for Leaders in Advancement

Salesforce announced three new product innovations for Education Cloud for Advancement & Alumni Relations at the CASE Summit for Leaders in Advancement in New York City
Learn More
CFG2024_Blog_Where-to-Find-Cloud-for-Good-This-Summer-Upcoming-Events-1

Where to Find Cloud for Good This Summer: Upcoming Events

Written by Cloud for Good Team Summer is a season that many of us look forward to. Whether it’s because of the beautiful weather, scenic transformations

Learn More
CFG2024_Blog_Review-the-Timing-for-Your-Technology-Transformation

Considerations for Migrating from NPSP to NPC: Review the Timing for Your Technology Transformation

Learn about some key questions you should ask as you determine the best time to make the change from Salesforce Nonprofit Success Pack (NPSP) to Nonprofit
Learn More