Thought Leadership

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

Latest Posts

Have a Salesforce Question? The Hub May Have the Answer!

Have a Salesforce Question? The Hub May Have the Answer!

The Power of Us Hub is a valuable resource for any Salesforce user where one can find articles, groups, ask questions, and lots more to help...
Handling Donations Made via Third-Party Organizations

Handling Donations Made via Third-Party Organizations

It is common for nonprofit organizations to receive gifts from donors made through third-party organizations. These third party organizations might be the United Way, a community...
Are You Ready for Some Dreamforce?!

Are You Ready for Some Dreamforce?!

As an organization we like to provide as much useful and relevant information to the nonprofit community we serve. If you frequent our blog you will...
Adding it Up: Understanding Roll-Up Summary Fields

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

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

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

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?

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

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

#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....
Using Field Trip App to Clean Up Your Salesforce Instance

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for...
Salesforce Peer-to-Peer Fundraising E-Book

Salesforce Peer-to-Peer Fundraising E-Book

Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an overview of current solutions available to...

Why CRM Implementations Fail and How to Avoid It

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,...
Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;...
Avoiding Growing Pains Through Good Governance

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by...
What You Should Do Before an Enterprise-Wide CRM Implementation

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,...