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Thought Leadership

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

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Best of Salesforce Winter ’18 Lightning Features for Nonprofits

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.
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Salesforce can Help with US Tax Receipts for Donors

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
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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
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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
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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
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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.
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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
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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
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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
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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
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Latest Posts

Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

Tearing the Wrapping Paper Off Cumulus / NPSP 3.0

The Salesforce Foundation has updated their Nonprofit Starter Pack application, and the new release gives us plenty of reasons to be as excited as a young
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Nonprofit Starter Pack 3.0 - It’s Come a Long Way Baby

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

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.
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Click & Pledge Event Management

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
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Make it Awesome: Salesforce and Eventbrite

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.
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Work.com: Time for Another Look

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
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Salesforce Scheduled Unit Tests

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
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Investing in Salesforce Success

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
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The 360 on roundCause

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
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Let it Flow: Salesforce Visual Flows

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
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Cloudy sky with laurels. Text: CLOUD FOR GOOD AWARDED SALESFORCE.ORG NONPROFIT CONSULTING PARTNER OF THE YEAR FOR 2ND YEAR

Cloud for Good Awarded Salesforce.org Nonprofit Consulting Partner of the Year for Second Year in a Row

Written by Cloud for Good Team October 12, 2020 [Asheville, NC] –Cloud for Good was awarded the Salesforce.org 2020 AMER Consulting Partner of the Year – Nonprofit

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Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Taking a strategic approach to transforming their technology, Anabaptist Mennonite Biblical Seminary partnered with Cloud for Good in their migration from Raiser’s Edge to Salesforce Nonprofit
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Empty road through a forest. Text: HOW MY HISPANIC HERITAGE EMPOWERED MY SALESFORCE JOURNEY

How My Hispanic Heritage Empowered My Salesforce Journey

Written by Cloud for Good Team As we continue to celebrate Hispanic Heritage Month, and cherish Hispanic culture year-round, I find myself reflecting on the journey

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Person in a graduation gown from behind. Text: PREDICTING SUMMER MELT WITH SALESFORCE EINSTEIN

Predicting Summer Melt with Salesforce Einstein

Written by Cloud for Good Team The term “summer melt” is used to describe students who apply, get admitted, and then commit to a college but

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Empty classroom with desks and chairs. Text: ARE OUR SCHOOLS BUILT FOR CONTINUED STUDENT ENGAGEMENT?

Are Our Schools Built For Continued Engagement?

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. Technology is changing the way we interact with our

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Video call grid with many people smiling. Text: CREATING A CULTURE OF CARE

Creating a Culture of Care

Written by Cloud for Good Team I have been working in the Salesforce ecosystem for 10+ years, but my entire career has been dedicated to the

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