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...
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
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...
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....
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...
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...
Seeing vs Doing: Understanding Learning Styles for Successful Training
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or...
Everyone at Cloud for Good is passionate about nonprofits. I love hearing about all the different organizations everyone is involved with - the variety allows us...
How to Convince Your Management to Implement Salesforce
Tips to help you convince your organization's management that implementing Salesforce is the right move for your nonprofit. Be prepared by doing your research, citing use...
