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Thought Leadership

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

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Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to
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Data Segmentation: Categorize Your Constituents With Salesforce

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to
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Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
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Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
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Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
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Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
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Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
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Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify
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3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
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How Women In Tech (WIT) Changed My Career

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the
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Latest Posts

Migrating from Common Ground to NGO Connect: Tips for Migration

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team
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Talk To Your Data

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy
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Top 5 Chrome Extensions for Salesforce Administrators

Top 5 Chrome Extensions for Salesforce Administrators

If you’re a Salesforce admin or power user, listen up! There are some great community-developed Chrome extensions meant specifically to enhance the Salesforce user experience. Have
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Making it Seamless: Autolaunched Flows and Custom Settings

Making it Seamless: Autolaunched Flows and Custom Settings

How autolaunched flows can help your users, and how you can combine them with custom settings to make your life as an administrator easier.
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Top 10 Single Largest Nonprofit Fundraising Events of 2014

Top 10 Single Largest Nonprofit Fundraising Events of 2014

Last year, Rallybound produced their inaugural infographic: Top 10 Single Largest Nonprofit Fundraising Events. In keeping with this tradition, they have recently released their new infographic
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Target Your Constituents with the Right Message at the Right Time

Target Your Constituents with the Right Message at the Right Time

Automate your email, mobile, and social marketing to ensure you reach the right people in your network with the right messaging at the right time to
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My Favorite Things: Apsona for Salesforce

My Favorite Things: Apsona for Salesforce

Written by Cloud for Good Team Apsona for Salesforce is an app available on the AppExchange.  It is a supplement to your existing Salesforce that significantly

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Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Where Are We Growing and How Are We Going to Get There? You Need a Roadmap.

Implementing a roadmap helps us to properly set expectations and follow a strategic path in order to get to those places we are growing. Here are
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Publish or Perish: The Promise and Pitfalls of Publisher Actions

Publish or Perish: The Promise and Pitfalls of Publisher Actions

Using the Salesforce Publisher Actions can help speed up how your users enter data, all while keeping it clean. Be careful, though--you'll want to think your
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Introducing Social Customer Service

Introducing Social Customer Service

For organizations of any size, listening to constituents online doesn't only present the opportunity to uncover and address complaints and issues, but the opportunity to learn,
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Engaging Staff to Use Salesforce

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.
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Cartoon Einstein by a campfire. Text: 7 WAYS SALESFORCE EINSTEIN CAN MAKE YOUR ORGANIZATION...

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!
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Streamline Your Merge Documents with Conditional Logic

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.
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Your Board of Directors and Salesforce

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in
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International Women's Day: Recognizing Members of the #BestTeamEver

International Women’s Day: Recognizing Members of the #BestTeamEver

On International Women's Day 2018, Cloud for Good recognizes eight women who make up the #BestTeamEver. We celebrate your successes and are glad to have you
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Strategic Higher Education Communication with Marketing Cloud

Strategic Higher Education Communication with Marketing Cloud

With Salesforce Sales and Marketing Clouds, higher education institutions can build a system of record for their marketing efforts and integrate with their existing student information
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