Thought Leadership

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

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

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

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

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

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

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

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

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

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to

Latest Posts

Lightning Strikes Dreamforce – What It Means for Your Organization

What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so

Top 5 Favorite Salesforce Announcements at Dreamforce

After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to

Dance Me To The End – 5 Tips for After Dreamforce

As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have

4 Steps to Become Salesforce Analytics Cloud Ready

This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization.

Lessons Learned: Great Customer Service Through Humanity

There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key

How Dreamforce Changed Me

For me, 2013 was the first year I was able to attend Dreamforce and I must say I had no clue what to expect. Sure I

White Paper: Becoming a Connected Organization

Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the

10 Reasons Your Nonprofit Should Attend Dreamforce

You may be asking yourself, “But why should my nonprofit attend? Isn’t it just another tech conference?” To answer this question I’ve put together the following

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

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The Benefits of Triggers in Salesforce

Using Webforms for Useful and Actionable Data

#C4GGives – Cloud for Good Volunteer Week 2017

Creating Donor Journeys to Increase Fundraising

Having Fun and Playing Salesforce

How The Sausage Gets Made: Vetting Your Business Processes

Best of Salesforce Winter ’18 Lightning Features for Nonprofits

Salesforce can Help with US Tax Receipts for Donors

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Data Segmentation: Categorize Your Constituents With Salesforce

Latest Posts

Lightning Strikes Dreamforce – What It Means for Your Organization

Clicktools Surveys: Collecting Constituents Feedback in Salesforce

Integrating Google Apps and Salesforce: A Bridge Between Clouds

Top 5 Favorite Salesforce Announcements at Dreamforce

Dance Me To The End – 5 Tips for After Dreamforce

4 Steps to Become Salesforce Analytics Cloud Ready

Lessons Learned: Great Customer Service Through Humanity

How Dreamforce Changed Me

White Paper: Becoming a Connected Organization

10 Reasons Your Nonprofit Should Attend Dreamforce

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos