Thought Leadership

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

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The Power of US Hub - Cloud for Good

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there
Cloud for Good Goes to Washington for NTC14 - Cloud for Good

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
Email to Case - An Overview - Cloud for Good

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
Why Cloud for Good is Excited About Dreamforce

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this
Choosing the Right Email Provider for Your Salesforce - Cloud for Good

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
Data Migration: Apsona for Salesforce- Cloud for Good

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

Graphic of a small house with snow on roof and the number 13 in the snow.

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make

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

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

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?

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

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

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.
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How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our
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MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and
Blue graphic with skiers, a mountain, and a sledder. Text: TAHOE 2016 Dreamin'.

Tahoe Dreamin’ –  The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed
Blue wavy cloud logo with text Cloud for Good.

#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I
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Before You Build the House: Preparing to Implement Salesforce

Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like
Word cloud featuring words like learning, thinking, skills, successful, strategies.

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