Thought Leadership

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

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

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
Salesforce Leads: Pros and Cons for Nonprofits

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object
Back to School: Research Methods 101 - Surveys

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.
Slice, Dice, and Dedupe Data - What's The Right Tool for Data Cleanup?

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several
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
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

Latest Posts

Salesforce Nonprofit Dashboards: Not Just For Fundraising

Salesforce Nonprofit Dashboards: Not Just For Fundraising

If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress
NPSP and NGO Connect Product Roadmaps

NPSP and NGO Connect Product Roadmaps

Dreamforce 2014 was filled with lots of exciting announcements of new Salesforce products, features, and functionality. I'm greatly looking forward to what's in store for both
Lightning Strikes Dreamforce - What It Means for Your Organization

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 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

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

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

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

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

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

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
Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Apprenticeship Fund Announces Salesforce Investment in Cloud for Good

Written by Cloud for Good Team Achieve Partners’ newest deal backs solutions provider to help close talent gap in fast-growing Salesforce ecosystem August 19, 2021 [New

Measuring Your Impact With Salesforce Tableau

Measuring Your Impact With Salesforce Tableau

Written by Cloud for Good Team You know you are making a difference in your communities, but do you know how to showcase that impact to

How Culture Makes Cloud for Good a Great Place to Work- Cloud for Good

How Culture Makes Cloud for Good a Great Place to Work

Written by Cloud for Good Team Cloud for Good was recently recognized as one of the 2021 Best Small & Medium Workplaces™ by Great Place to

Students working on laptops in a classroom. Text: SUPPORT AND MAINTENANCE OF YOUR UNIVERSITY'S SALESFORCE ORG: GOVERNANCE

Support and Maintenance of Your University’s Salesforce Org: Leading Through Governance

Written by Cloud for Good Team In part one of our Support and Maintenance of Your University’s Salesforce Org blog series, we explored long-term maintenance and

Sunsetting Luminate CRM: What Nonprofits Should Expect

Sunsetting Luminate CRM: What Nonprofits Should Expect

Written by Cloud for Good Team Cloud for Good recently hosted a virtual roundtable diving into the implications for nonprofit organizations as it relates to the

How to Increase Conversion Rates Using Pardot- Cloud for Good

How to Increase Conversion Rates Using Pardot

Written by Cloud for Good Team Increasing website conversion rates is a perpetual priority for both higher education institutions and nonprofit organizations. Considering the massive investments