Thought Leadership

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Take Note! Migrating Notes to New Content Notes in Salesforce

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

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

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

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?

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: 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.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

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: 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 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

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

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Logos for Cloud for Good, Brickwork, Click & Pledge, Network for Good.

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
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Merchant Accounts, Payment Gateways, Virtual Terminals, Oh My!

It’s a digital age and you’re behind the times if you’re not accepting online donations from your donors. So you start to weigh the options, researching
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Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board

Cloud for Good has nominated its founder and CEO, Tal Frankfurt, to the Salesforce Foundation Nonprofit Starter Pack Advisory Board. Please vote for him today.
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Recipes for Success: Salesforce and IFTTT

Automate Salesforce and Social Media with IFTTT. Work smarter, not harder by automating common tasks.
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What Nonprofits Don’t Know About Salesforce Data Loss Can Hurt Them (And Their Mission)

What would happen to a nonprofit that uses Salesforce and loses donor information or program evaluation data? At best, it would mean a loss of team
We Are A Great Place to Work ®

We Are A Great Place to Work ®

Cloud for Good today was Reviewed by its employees and Great Place to Work®. The Review highlights what makes its workplace culture great in areas like
Just Do It! : Tips for Passing a Salesforce Certification Exam

Just Do It! : Tips for Passing a Salesforce Certification Exam

I encourage everyone to take a certification exam. They are not only a stamp in your Salesforce passport, but they expose you to parts of Salesforce
Connections 2015: Bringing the Marketing Cloud to Nonprofits

Connections 2015: Bringing the Marketing Cloud to Nonprofits

Connections just wrapped up in New York, and by far this was the best showing of the whole Marketing Cloud to the public. Click here to
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
Choosing the Right Email Provider for Your Salesforce - Cloud for Good

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your
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Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep
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How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below