Thought Leadership

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

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Who is the Site Guest User?

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com
Top 11 Salesforce Blog Posts You Should Read Again

Top 11 Salesforce Blog Posts You Should Read Again

The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11
Your Nonprofit Needs a Technology Vision

Your Nonprofit Needs a Technology Vision

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.
Is the Fear of Failure Hurting Your Fundraising?

Is the Fear of Failure Hurting Your Fundraising?

Fear is a powerful thing. The fear of failure is something that most people struggle with because nobody wants to fail. Learn how the fear of
PCI Compliance_ Why You Should Know What This Means

PCI Compliance: Why You Should Know What This Means

The Payment Card Data Industry Security Standard - PCI Standard for short - is a baseline of technical and operational requirements to help you protect your
Cloud for Good is Sponsoring Circles of Success on July 13, 2016

Cloud for Good is Sponsoring Circles of Success on July 13, 2016

We are excited to announce on July 13, 2016 Cloud for Good will be sponsoring the Salesforce Bay Area Nonprofit User Group Meeting for Circles of
Improvements to Your Salesforce - Documenting Database Changes

Improvements to Your Salesforce – Documenting Database Changes

Making improvements to your Salesforce platform is a process. We have provided some best practices to help you establish clear database improvement policies for your organization.
Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics 101: Organizing Your Reports and Dashboards

Salesforce Analytics (reports and dashboards) are awesome tools to help you view and work with your data, as well as present your data to your supporters.
Content Builder Adds Pizazz to Marketing Cloud

Content Builder Adds Pizazz to Marketing Cloud

Content Builder is Marketing Cloud’s new cross-channel content app. It’s been in beta for over a year and it will be fully released this July. If

Latest Posts

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?- Cloud for Good

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- Cloud for Good

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

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- Cloud for Good

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- Blog- Cloud for Good

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
Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Salesforce Agentforce for Government

Salesforce Agentforce for Government: The AI Layer That Is Redefining State and Local Service Delivery 

Stop making residents wait for simple status updates. See how Cloud for Good deploys Salesforce Agentforce to resolve constituent inquiries 24/7, flag incomplete applications, and free
Before Your AI Investment Pays Off,

Before Your AI Investment Pays Off, Your Data Has to Be Ready. 

Every credit union leader I work with right now is navigating the same tension: the board wants an AI strategy, the technology budget isn't unlimited, and
Your CRM Should Grow With You. BBCRM Cannot

Your CRM Should Grow With You. BBCRM cannot.

For nonprofits still running on Blackbaud CRM, the question is no longer whether to move. It is how soon, and how well.
Stratus for Blackbaud Migration

Stratus for Blackbaud Migration: A Smarter Path to Salesforce 

Nonprofits and higher education institutions are outgrowing legacy Blackbaud systems. Explore why organizations are moving to Salesforce and how Cloud for Good supports a structured, strategic
Agentforce Education Migration

Agentforce Education Migration: Helping Your Student Data Work Smarter

Academic records. Advising notes. Financial aid flags. Engagement history. Years of it, carefully built across your Salesforce environment by the people who show up every day
From Go-Live to Real Value What Credit Unions Actually Need From an FSC Implementation

From Go-Live to Real Value: What Credit Unions Actually Need From an FSC Implementation

See how the right FSC implementation strategy helps credit unions unify member data, support AI initiatives, improve adoption, and deliver consistent service experiences.