Thought Leadership

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

Explore by Topic:

Industry
- Cloud for Good
- Financial Services
- Higher Education
- Nonprofit
- Public Sector
- Salesforce
Topic / Function
- Academic Operations & Research
- Advancement & Alumni Engagement
- AI & Automation
- Change Management & User Adoption
- Company News & Culture
- Constituent & Customer Experience
- Data & Analytics
- Events
- Financial Aid
- Fundraising & Donor Engagement
- Governance, Security & Compliance
- Grantmaking
- Impact Measurement
- Implementation & Optimization
- Marketing & Communications
- Member Experience & Lending
- Migration & Integration
- Patient Engagement & Care
- Program & Case Management
- Public Sector Services
- Recruitment & Admissions
- Salesforce Administration
- Student Information Systems
- Student Success & Advising
- Technology Strategy
- Volunteer & Membership Management
- Workforce & Staffing
Product / Service
- Admissions Connect
- Agentforce
- Blackbaud CRM & Luminate
- Cirrus Financial Aid
- Cirrus Fundraising Agent
- Commerce Cloud
- Crystal Reports
- Cumulus Fundraising
- Cumulus Grantmaking
- Data Cloud
- Direct Response Services
- EDA / HEDA
- Elevate
- Experience Cloud
- Financial Services Cloud
- Headless 360
- Health Cloud
- Managed Services
- Marketing Cloud
- Marketing Cloud Account Engagement
- Marketing Cloud Intelligence
- Marketing Cloud Personalization
- MuleSoft
- NGO Connect
- NPSP
- OmniStudio
- Other Apps & Integrations
- Public Sector Solutions
- Raiser's Edge
- Revenue Cloud
- Sales Cloud
- Salesforce Education Cloud
- Salesforce Nonprofit Cloud
- Salesforce Platform
- Salesforce Shield
- Salesforce SIS
- Service Cloud
- Slack
- Stratus
- Student Success Hub / Salesforce Advisor Link
- Tableau & CRM Analytics
- Talent for Good

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

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

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

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 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

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

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

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

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

Latest Posts

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Nonprofit Starter Pack - where its been and where it is going and why you should consider upgrading to the soon to be released Version 3.0.

Celebrating the You in Community: Why Salesforce Just Does It Better

You are the Community that sets Salesforce apart as a an exceptional customer company. Don't believe me? See how your involvement makes the product grow.

Click & Pledge Event Management

Many nonprofits hold fundraising events as a way of generating awareness deepening constituent engagement and, of course, raising money. Events take a lot of planning, hard

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

Breaking Through the Noise This #GivingTuesday

Written by Cloud for Good Team On average, your constituents receive around 121 emails every day, including emails from their favorite restaurants, stores, or even meeting

Nonprofit Success Pack (NPSP) for Higher Education Advancement

While NPSP was historically associated with the nonprofit sector, the versatility and customizability of the solution can also support large-scale fundraising for higher education institutions.

You Can Have it all (With External Data Architectures)

Written by Cloud for Good Team It doesn’t always make sense to keep all of your data in Salesforce. Learn how organizations like the American Kennel

Managing Your Programs with Salesforce

Written by Cloud for Good Team Human Service organizations work hard every day to make our world a better place. Whether you have one, twenty or

Unified customer experience with Service Cloud

Written by Cloud for Good Team The need for intuitive customer experiences is at an all-time high. Your customers deserve an intelligently-designed system that will enable,

Options for Your Accounting Reconciliation with Salesforce

Written by Cloud for Good Team We often see a disconnect in nonprofit organizations between the fundraising process and the reconciliation of those details into finance.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Introducing Social Customer Service

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce

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

Invest in Your Salesforce Administrator

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

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

5 Things to Consider When You Integrate Quickbooks and Salesforce

User Adoption: Naming Your Salesforce

Salesforce1 Mobile App

Latest Posts

Nonprofit Starter Pack 3.0 – It’s Come a Long Way Baby

Celebrating the You in Community: Why Salesforce Just Does It Better

Click & Pledge Event Management

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

Breaking Through the Noise This #GivingTuesday

Nonprofit Success Pack (NPSP) for Higher Education Advancement

You Can Have it all (With External Data Architectures)

Managing Your Programs with Salesforce

Unified customer experience with Service Cloud

Options for Your Accounting Reconciliation with Salesforce