Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Salesforce: Managing Animal Welfare Constituents

Salesforce: Managing Animal Welfare Constituents

Organizations that help animals find forever homes are turning to Salesforce to track adopters, donors, volunteers, events and more in a central location. Managing all animal
Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Facebook Fundraising Trends and the Expanding Nonprofit Technology Landscape

Facebook's waived donation fees and expanded fundraising and disaster relief tools have implications for the crowded nonprofit technology landscape in 2018.
The Benefits of Triggers in Salesforce

The Benefits of Triggers in Salesforce

With Workflow Rules, Flows, and Process Builder at your fingertips, you may feel like code isn't necessary. However, there are times when code is needed over
Using Webforms for Useful and Actionable Data

Using Webforms for Useful and Actionable Data

The information your nonprofit gets out of Salesforce is only as good as the information your organization puts into it. Use webforms to collect useful and
#C4GGives - Cloud for Good Volunteer Week 2017

#C4GGives – Cloud for Good Volunteer Week 2017

Cloud for Good held it's first ever Volunteer Week in 2017. Members of our team gave their time at area food banks and pantries. We not
Creating Donor Journeys to Increase Fundraising

Creating Donor Journeys to Increase Fundraising

Significant changes to the digital communication landscape help savvy organizations pivot to better engage their supporters. Salesforce Marketing Cloud’s Journey Builder allow sophisticated, intelligent donor journeys
Having Fun and Playing Salesforce

Having Fun and Playing Salesforce

While a Constituent Relationship Management (CRM) platform is a must for many organizations, Salesforce can also be fun. We provide tips so your nonprofit can have
How The Sausage Gets Made: Vetting Your Business Processes

How The Sausage Gets Made: Vetting Your Business Processes

If your organization sometimes feels like a rodent warren of haphazard business processes, there are some things you can do to make them better. Start by
Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Each Salesforce release brings new and updated features to the platform. We explore some of the best Lightning features for nonprofits in the Winter '18 Release.
Salesforce can Help with US Tax Receipts for Donors

Salesforce can Help with US Tax Receipts for Donors

Donors are crucial to your nonprofit's success. They are required to have a written acknowledgement of any single contribution over $250 to claim it on their

Latest Posts

New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about
Handling Anonymous Donors With Salesforce

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a
Invest in Your Salesforce Administrator

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation
Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.
Getting the WHOLE Team On Board: Lessons Learned About Change Management

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there
5 Things to Consider When You Integrate Quickbooks and Salesforce

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream
Salesforce1 Mobile App

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
Get Connected, Lightning Fast

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?
Salesforce Communities: Getting Started

Salesforce Communities: Getting Started

At Cloud for Good it has been exciting to work with clients to help them envision what they can do with communities, make those visions a
Don’t Drive a Rocketship to 7-11 - Implementing Salesforce for Small-to-Midsize Nonprofits

Don’t Drive a Rocketship to 7-11 – Implementing Salesforce for Small-to-Midsize Nonprofits

Whether you’re a tiny 2-person shop that provides lunch for the homeless, or a 30-staffed water safety watchdog growing from local to statewide in scope, Salesforce
Who is the Site Guest User?

Who is the Site Guest User?

The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com
Top 11 Salesforce Blog Posts You Should Read Again

Top 11 Salesforce Blog Posts You Should Read Again

The #BestTeamEver has been busy this year writing blog posts to share information with nonprofits and within the Salesforce ecosystem. Today, we want to share 11
Your Nonprofit Needs a Technology Vision

Your Nonprofit Needs a Technology Vision

Written by Cloud for Good Team Nonprofits are great at vision. It’s a strength of mission-driven organizations: picturing a better future comes naturally to the people

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Common Pitfalls When Implementing Salesforce for Nonprofits: Custom Record Types

Creating a new, custom record type for everything is a mistake. Learn more about how to maximize your Salesforce investment while customizing only what you need.