Thought Leadership

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

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

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

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

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?

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, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

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 is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of

Latest Posts

Nonprofit Tech Strategies for the Season of Giving

Written by Cloud for Good Team Guest post By Sean Alpert, Senior Director of Product Marketing, Salesforce It’s hard to wrap your head around how large

Igniting Education Reform Through Salesforce

The Salesforce platform is great for organizations who are working to reform education. Implementing Salesforce allows your organization to develop a strategic plan to manage your

Advocacy Tools for Salesforce

Written by Cloud for Good Team Advocacy organizations and organizations that are working to influence policy can choose from a number of cloud-based technology options to

Making Sense of the Marketing Cloud

Written by Cloud for Good Team Salesforce is an excellent tool for tracking information about constituents, programs, fundraising, and so much more. But when you want

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

On November 18, Cloud for Good attended the Salesforce World Tour in NYC and had the opportunity to meet with hundreds of local nonprofits utilizing Salesforce

Chili for a Cause: Volunteer Time Off

The Hanover Chili Cookoff may look like just another festival or fair but at its core is a group of extremely dedicated volunteers who organize an

Receipting Canadian Tax Receipts

Written by Cloud for Good Team Are you recording your donations in Salesforce? Yes, that’s great! You’re probably using the Opportunities object to do so. But how

Salesforce.org Announces A New Philanthropic Brand

Salesforce.org announces a unified brand for Salesforce Foundation and Salesforce.org. A brand that more accurately describes their long-term goals: a nonprofit, social enterprise dedicated to Salesforce’s

#NoCodeNovember – Our Favorite Salesforce Features

In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post

Join Us at the Salesforce World Tour in New York!

On November 18. 2015, the Salesforce World Tour is going to New York and Cloud for Good will be there! We're presenting in the Admin Zone

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

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 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

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

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

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

Thought Leadership

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Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Social Engagement Management: The New Sheriff in Town

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Latest Posts

Nonprofit Tech Strategies for the Season of Giving

Igniting Education Reform Through Salesforce

Advocacy Tools for Salesforce

Making Sense of the Marketing Cloud

Hundreds of Nonprofits Attended Salesforce World Tour in NYC

Chili for a Cause: Volunteer Time Off

Receipting Canadian Tax Receipts

Salesforce.org Announces A New Philanthropic Brand

#NoCodeNovember – Our Favorite Salesforce Features

Join Us at the Salesforce World Tour in New York!

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

Invest in Your Salesforce Administrator

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

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

5 Things to Consider When You Integrate Quickbooks and Salesforce

User Adoption: Naming Your Salesforce