Thought Leadership

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

Latest Posts

#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...

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...

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help....

Make the Most of Salesforce Security: Added Assurance in a World of Compromises

Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,...

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder....

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it....

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you...

Unified customer experience with Service Cloud

The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable, not hinder, their experience with your...

Options for Your Accounting Reconciliation with Salesforce

We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance. This means the valuable time from...

Reducing technology debt with Salesforce

The Nonprofit Cloud is a tool that is designed to break down departmental silos by increasing collaboration across your organization. In this discussion, we’ll address reasons...

Better Engagement for Donors and Volunteers

Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference centers, and an omnichannel experience; we’ll...

Finding a New Home for Your Fundraising

Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive deep into the differences between your...

Managing Student Success with Advisor Link

Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is even better! Advisor Link is the...