Thought Leadership

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

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

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

Latest Posts

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

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our

Gift Processing With Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Written by Cloud for Good Team Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to

What Is My Salesforce Instance and When Will I Need It?

Written by Cloud for Good Team Much like knowing how many and what kind of licenses you have, whether you’re on Salesforce’s Sales or Service Cloud,

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Salesforce integrations have allowed the Hispanic Scholarship Fund to stay flexible and greatly enhance digital marketing capabilities.

Happy Holidays from Cloud for Good: Reflecting on 2020

Written by Cloud for Good Team Here at Cloud for Good, we pride ourselves on our ability to adapt and overcome any hurdle we might face.

Human Rights Watch: Migrating From Raiser’s Edge to Salesforce for a Global Fundraising Perspective

Human Rights Watch entered a partnership with Cloud for Good to leverage Salesforce and evolve past their previous Raiser’s Edge system.

Thought Leadership

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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

Ready To Start With Your Implementation? Think Again

Latest Posts

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

Best Practices: Salesforce Fields

Implementation Best Practices: Data

Flexibility in Flows: Custom Settings and Dynamic Picklists

Spring Resolutions for the Nonprofit Salesforce Admin

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

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

Making Salesforce Chatter Work for Your Nonprofit

Salesforce Foundation Higher Education Summit 2015

Gift Processing With Cloud for Good’s Advancement Accelerator

Using Marketing Cloud as a Lead Funnel Tool, Part 2

What Is My Salesforce Instance and When Will I Need It?

Empowering Latino Families with Hispanic Scholarship Fund + Salesforce: From Luminate CRM to Nonprofit Success Pack

Happy Holidays from Cloud for Good: Reflecting on 2020

Human Rights Watch: Migrating From Raiser’s Edge to Salesforce for a Global Fundraising Perspective