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Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration
Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a
Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile
Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025: Impact Sector Summit
Dreamforce offers thousands of sessions and experiences, but the Impact Sector Summit creates a unique space for our community to come together with a shared purpose.
What Marketing Cloud Advanced Can Do For Higher Education
Marketing Cloud Advanced gives institutions advanced tools to understand constituents, personalize engagement, optimize campaigns, strengthen relationships, and act on unified data insights. It’s a powerful way
Education Cloud’s New Data Models: Ushering in a New Era of Philanthropic Giving in the Education Sector
With a new generation of philanthropy tools for Education Cloud, Salesforce is addressing a critical need: helping advancement teams optimize and scale the work of fundraisers,
Using Salesforce Education Cloud as a Modern Student Information System
Salesforce Education Cloud offers a new path forward, not by replacing everything overnight, but by reimagining what the modern student information system (SIS) can be: modular,
Agentic Marketing with Salesforce: Exciting Marketing Announcements at Connections 2025
The Cloud for Good team had an opportunity to learn about Salesforce’s bold vision of agentic marketing with Agentforce and some exciting marketing announcements at Salesforce's
Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty
A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.
Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System
A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
Using Salesforce for Performance Monitoring and Program Evaluation
Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some
Idealware Report: The Landscape of Salesforce for Nonprofits
When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on
One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it
You CAN Do It: Moving Metadata Between Production Instances
When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without
Why a System Administrator Profile Is Not For Everyone
Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size