Thought Leadership

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

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.

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

Best Practices: Salesforce Fields

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

Implementation Best Practices: Data

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

Latest Posts

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record

A Recap of Dreamforce – Day 3

Thursday was Product Keynote day at Dreamforce ‘15 and the Cloud for Good team spread out to cover them all. The Cloud for Good team left

A Recap of Dreamforce 2015 – Day 2

Written by Cloud for Good Team DREAMFORCE: DAY TWO Another day has come and gone, and we are at the halfway mark of the 2015 edition

A Recap of Dreamforce 2015 – Day 1

Day one is coming to a wrap here at Dreamforce 2015, and what a day it has been! Many (including the Cloud for Good team) were

Simplify Salesforce Requirements Gathering with Use Cases

Defining system requirements and grouping them into a usable format is often a daunting task, but is a key component to successful Salesforce implementation. Utilizing use

NPSP 3.0 Feature Overview

The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.

5 Thoughts about Salesforce Lightning Experience

The Salesforce universe was introduced to the Salesforce Lightning Experience, a gigantic change encompassing the framework, design, administration and use of Salesforce. Here are five key

Meet Us at Dreamforce

Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.

Force Off- Online Donation Tools for Salesforce Recap

To help you evaluate the various online donation tools available on the Salesforce platform, we hosted a Force Off featuring iATS Payments/ Brickwork, Click&Pledge and Network

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field

Thought Leadership

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Adding it Up: Understanding Roll-Up Summary Fields

Tracking In-Kind Gifts in Salesforce

Navigating NGO Connect Batch Upload

Make Those Moves and Track Them Too: Salesforce Moves Management

What Can We Learn From the Health Care Community?

Data Management Tips for the Lone Wolf Admin

#NPForce Tweet Chat

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

Best Practices: Salesforce Fields

Implementation Best Practices: Data

Latest Posts

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

A Recap of Dreamforce – Day 3

A Recap of Dreamforce 2015 – Day 2

A Recap of Dreamforce 2015 – Day 1

Simplify Salesforce Requirements Gathering with Use Cases

NPSP 3.0 Feature Overview

5 Thoughts about Salesforce Lightning Experience

Meet Us at Dreamforce

Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch

Force Off- Online Donation Tools for Salesforce Recap

Work.com: Time for Another Look

Salesforce Scheduled Unit Tests

Investing in Salesforce Success

The 360 on roundCause

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce