Thought Leadership

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

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CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

Stack of three printed forms: Sign Up, Survey, Contact Us.

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

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
People First, Everywhere We Work -Cloud for Good

People First, Everywhere We Work: Cloud for Good Is Great Place to Work Certified Across the US, Canada, and India

Cloud for Good, a Salesforce Implementation Partner, is now Great Place to Work Certified in the US, Canada, and India. See how a human-driven tech company
A resident and a DMV staff member at a service counter with a digital interface between them, representing a modernized citizen experience.- Cloud for Good

From the First Click to the Counter: How AI Is Transforming DMV Operations

The scale a DMV carries is hard to overstate. Federal figures put the number of licensed drivers in the United States at more than 237 million,
Credit union executive reviewing an AI strategy for member services using Agentforce

Agentforce for Financial Services: What Credit Unions Need to Know

AI in credit unions is no longer a future conversation. At Dreamforce 2026, Salesforce reported Fulton Bank saved 80,000 hours with Agentforce. Nicole Johnson, Cloud for
Diagram showing Claudeforce, Agentforce, Headless, and Slackbot as four connected components of the Anthropic-Salesforce partnership stack

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Claudeforce, Agentforce, Headless 360, and Slackbot: how the Salesforce AI stack fits together for nonprofits, higher ed, credit unions, and government.
Two directional arrows between the Claude and Salesforce wordmarks representing the Claudeforce two-way partnership

Salesforce in Claude. Claude in Salesforce. 

A two-way road.  Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

A public sector emergency operations center at night with live staffing and location data on screen, illustrating coordinated real-time response.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System 

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error