Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
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Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Flexibility in Flows: Custom Settings and Dynamic Picklists
Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Make the Most of Salesforce Security: Added Assurance in a World of Compromises
Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,
As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you
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
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
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
With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over
The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and
Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys
While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have
How The Sausage Gets Made: Vetting Your Business Processes
If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by
