Thought Leadership

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

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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

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Social Engagement Management: The New Sheriff in Town

Social media today is not just how we keep in touch with high school friends or a place to share vacation photos with distant relatives. Social

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

As we approach the 5th Annual Higher Ed Summit in Austin, Texas, we thought it would be a great opportunity to share just a few of

Latest Posts

Make it Awesome: Salesforce and Eventbrite

Eventbrite is an ideal solution for nonprofit events. So why do nonprofit orgs with Salesforce shy away from it? Here's four ways to make it awesome.

Work.com: Time for Another Look

One of the biggest obstacles to using Work.com to effectively manage goals was that it wasn’t integrated with Salesforce.com, so there was no automated way to

Salesforce Scheduled Unit Tests

One of the simplest steps you can take to maintain the integrity of your Salesforce data is to implement automated unit tests. The up-front work is

Investing in Salesforce Success

Roll out is often considered the end of a software or systems project, but the end of every Salesforce project is really just the beginning. Investing

The 360 on roundCause

Even on a powerful platform like Salesforce, we’ve all had moments where we need a little bit more. Maybe your nonprofit is using the Non-Profit Starter

Let it Flow: Salesforce Visual Flows

A simple, streamlined process can improve data quality and reduce user frustration. Visual Flows are a powerful tool for streamlining and simplifying data entry. After you

The Evils of Multi-Select Picklists in Salesforce

None of us likes to limit our choices if we don’t have to, so on its surface Salesforce’s multi-select picklist (MSP) seems like a great field

Apsona Mail Merge for Salesforce

Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance --to exporting the data to

4 Steps to Integrate Social Media Into Your Campaigns

4 Steps to Integrating Social Media into Successful Campaigns, is a helpful guide for understanding and using social media to meet your campaign goals.

Salesforce Sandbox and How To Use It

Who doesn’t like the idea of a sandbox? You can get creative, get dirty, and get better at what you’re looking to accomplish. Salesforce has some

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Written by Cloud for Good Team To OPM? Or n(O)PM? That is the question. No, that wasn’t the question that made it into Shakespeare’s tragedy Hamlet, but

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

The Cloud for Good team at Salesforce’s highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Nonprofit Cloud from

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

The Cloud for Good team at Salesforce's highly-anticipated Dreamforce 2024 conference unpack the key insights, highlights, and product innovations on AI, data, and Education Cloud from

Where to Find Cloud for Good: Dreamforce 2024

Written by Cloud for Good Team Get ready for Dreamforce 2024! Salesforce’s flagship event is set to kick off on Tuesday, September 17th in San Francisco,

Highlights from the CASE Summit for Leaders in Advancement

Jordan Sites shares the highlights of the 2024 CASE Summit for Leaders in Advancement, where the Cloud for Good team and other advancement leaders learned, connected,

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform

This guest blog by Blackthorn CEO Chris Federspiel dives into the importance of choosing the right event management platform that can meet your current event management

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

Pre-Checking: Good for Baggage, Bad for Email Opt-In

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Social Engagement Management: The New Sheriff in Town

Six Reasons to Attend the Salesforce Higher Ed Summit 2017

Latest Posts

Make it Awesome: Salesforce and Eventbrite

Work.com: Time for Another Look

Salesforce Scheduled Unit Tests

Investing in Salesforce Success

The 360 on roundCause

Let it Flow: Salesforce Visual Flows

The Evils of Multi-Select Picklists in Salesforce

Apsona Mail Merge for Salesforce

4 Steps to Integrate Social Media Into Your Campaigns

Salesforce Sandbox and How To Use It

OPM or (N)OPM? How Salesforce Can Transform Your Approach to Online Program Management

Dreamforce 2024: Nonprofit Keynote Highlights: Amplifying Your Mission and Impact with AI

Dreamforce 2024: Education Keynote Highlights: Elevate Every Education Journey with AI + Data + Action

Where to Find Cloud for Good: Dreamforce 2024

Highlights from the CASE Summit for Leaders in Advancement

Find Success with Event Management: 5 Key Considerations for Your Event Management Platform