Thought Leadership

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

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to

Latest Posts

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!

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

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?!

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

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

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

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

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

The Cloud Is Transforming Higher Education

NOTE: This blog was originally posted on Forbes. Read it here. American youths have a keen desire to learn, often leading them to pursue additional education after

Don’t Get Spooked by Salesforce Data Security

The term “data security” can be frightening for many people, especially solo admins! However, never fear, by double-checking and enabling a few features, the worry over

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

NOTE: This blog was originally posted on Forbes. Read it here. Ask any academic institution what its top concern is this year, and you’ll probably hear something along

Budget Planning Season is Underway – Remember to Leave Room for Technology

Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and benefits), office expenses (rent and utilities) and program costs (supplies and materials). More often than not, technology

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDG’s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

7 Salesforce Implementation Best Practices Tips

Are you looking to make the move to a new CRM, yet don’t know where to begin? Are you feeling overwhelmed or perhaps finding the transition

Thought Leadership

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Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

To CRM or not to CRM: Is that the question?

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Latest Posts

Connections 2015: Bringing the Marketing Cloud to Nonprofits

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

Handling Donations Made via Third-Party Organizations

Are You Ready for Some Dreamforce?!

Adding it Up: Understanding Roll-Up Summary Fields

Tracking In-Kind Gifts in Salesforce

Navigating NGO Connect Batch Upload

Make Those Moves and Track Them Too: Salesforce Moves Management

What Can We Learn From the Health Care Community?

Data Management Tips for the Lone Wolf Admin

The Cloud Is Transforming Higher Education

Don’t Get Spooked by Salesforce Data Security

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

Budget Planning Season is Underway – Remember to Leave Room for Technology

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

7 Salesforce Implementation Best Practices Tips