Ideas and strategies to help purpose-driven organizations create greater, lasting impact.
Latest Posts
Explore by Topic:
User Acceptance Testing (UAT) Isn’t Scary!
User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)
Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients
Preparing for Your Data Import: Some Useful Excel Tips and Tricks
Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data
Using Salesforce for Performance Monitoring and Program Evaluation
Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some
Idealware Report: The Landscape of Salesforce for Nonprofits
When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on
One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it
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
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
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
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.
There are a handful of Salesforce apps that specialize in volunteer management, three of which stood out for me; HandsOn Connect, Volunteers for Salesforce, and Skillanthropy.
Learn how Kids Included Together implemented a social chatter approach across their organizations. Read more to learn about their 5 tips for keeping it social.
How AI Is Transforming Salesforce Migrations: What’s Next in the Stratus Roadmap
AI-powered Salesforce migration is redefining modernization. Explore how Stratus automates configuration, code, and UI migration to reduce risk and technical debt.
Technology Alone Won’t Transform Your Fundraising – People Will
Technology doesn’t transform fundraising—people do. During CRM implementations and data migrations, trust, confidence, and readiness determine whether Salesforce delivers real impact or becomes just another system.
Modernize with Confidence: Moving from NPSP to Nonprofit Cloud with Stratus
Migrating from NPSP to Nonprofit Cloud is no longer just a technical upgrade—it’s an operational shift. This blog explores how Stratus, Cloud for Good’s AI-powered migration
Salesforce Managed Services: Cloud for Good’s Reimagined Model for a New Year of Scalable Salesforce Success
Salesforce Managed Services have become essential for organizations that rely on Salesforce as a mission-critical platform. But as environments grow more complex, traditional managed services models
The Great Migration: Why Moving to Nonprofit Cloud is About More Than Data
As nonprofits face rising expectations and increasing complexity, the move from NPSP to Salesforce Nonprofit Cloud marks a pivotal opportunity—one that transforms data into insight, modernizes
Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good
Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,