Thought Leadership

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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
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
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

It’s Business Processes Time

In my four years at Cloud for Good, I have had the benefit of participating in every stage of implementing new solutions for organizations. I have seen

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
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
Major Donors: Cultivating and Implementing A Salesforce Strategy

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of

Convert Volunteers to Donors and Vice Versa

Prior to joining Cloud for Good, I worked with a nonprofit in Atlanta called Points of Light whose mission was to increase capacity for other nonprofit

Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the

Latest Posts

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

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- Cloud for Good

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- Blog- Cloud for Good

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- Cloud for Good

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

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

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?

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

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

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
A New Year for Salesforce Resolutions

A New Year for Salesforce Resolutions

Written by Cloud for Good Team This is my favorite time of the year. The holidays are bringing families together, and as the year ends it

Change Management_ Understanding the Type and Drivers of Change

Change Management: Understanding the Type and Drivers of Change

Change is inevitable and one of the main forces behind improvement, strength and progress. For nonprofits, change, especially in technology, can be a game-changer. I’m a

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Cloud for Good Ranked Number 418 on Deloitte’s 2018 Technology Fast 500™

Written by Cloud for Good Team Asheville, NC, August 15, 2018 – Cloud for Good today announced it ranked 418 on Deloitte’s Technology Fast 500™, a ranking of

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce- Customer Story- Cloud for Good

Duke Health Development and Alumni Affairs: Creating Efficient Prospecting Through Salesforce

Using Salesforces Nonprofit Success Pack (NPSP), Duke Health Development and Alumni Affairs were both able to alleviate bottlenecks, improve collaboration, and ultimately raise more funds to
How Grant Management in Salesforce Can Improve Your Fundraising Strategy

How Grant Management in Salesforce Can Improve Your Fundraising Strategy

Written by Cloud for Good Team Grant Management in Salesforce A grant is a sum of money given to an organization or individuals for a specific

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Helping Veterans, Military and Their Families Connect with Their Communities Through Salesforce

Written by Cloud for Good Team Happy Veterans Day! Veterans Day was originally created as a day to reflect upon the heroism of those who died