Thought Leadership

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

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the

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

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

Latest Posts

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Cloud for Good had the opportunity to send two of our team members to participate in the second ever Nonprofit Starter Pack Sprint (#NPSPsprint). A room

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Written by Cloud for Good Team There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an

Exciting Times To Be Part of the Salesforce Ecosystem

Written by Cloud for Good Team From where I am standing today, it is hard to rewind back to 8 years ago when I joined the

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able

Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret.

Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events

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

My Favorite Things: Apsona for Salesforce

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange. It is a supplement to your existing Salesforce that significantly

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Salesforce Leads: Pros and Cons for Nonprofits

Back to School: Research Methods 101 – Surveys

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

3 Considerations for Your First Nonprofit Drip Program

How Women In Tech (WIT) Changed My Career

Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Latest Posts

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Account Models in NPSP Added to Nonprofits 101

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Grants Management in NPSP 3.0 Added to Nonprofits 101

Exciting Times To Be Part of the Salesforce Ecosystem

Giving Back – My Day Volunteering At Cradles to Crayons

Six Simple Steps to Improve Your Salesforce User Experience

Cloud for Good at Dreamforce 2015!

Moving House: Steps for a Successful Data Migration

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

My Favorite Things: Apsona for Salesforce

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Publish or Perish: The Promise and Pitfalls of Publisher Actions

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Salesforce Leads: Pros and Cons for Nonprofits

Back to School: Research Methods 101 – Surveys

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

3 Considerations for Your First Nonprofit Drip Program

How Women In Tech (WIT) Changed My Career

Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Latest Posts

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Account Models in NPSP Added to Nonprofits 101

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Grants Management in NPSP 3.0 Added to Nonprofits 101

Exciting Times To Be Part of the Salesforce Ecosystem

Giving Back – My Day Volunteering At Cradles to Crayons

Six Simple Steps to Improve Your Salesforce User Experience

Cloud for Good at Dreamforce 2015!

Moving House: Steps for a Successful Data Migration

Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

My Favorite Things: Apsona for Salesforce

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Introducing Social Customer Service

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce