Thought Leadership

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

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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

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you

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,

Latest Posts

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

Volunteer Management in Salesforce

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.

5 Ways to Get Staff on Board with Chatter

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.

You Can Do Anything With Salesforce

Implementing Salesforce so that it can do “anything” requires leadership, capacity, and lots of expectations management. Learn why.

Three Ways To Make Sure that Your Next Big Software Project Is A Success

Buying a new fundraising CRM or replacing your finance and HR systems are big investments with critical outcomes. How can you make sure that big software

4.5 Great Ways to use Pinterest and Salesforce

It hasn't exploded yet like the #askforce twitter channel, but it is gaining traction. Here are the top 5 ways Pinterest and Salesforce go together, like

Why Integrations and Clean Manageable Data Help Change the World

For your non-profit, nothing can be more helpful than good, clean data. How to can you do that? Capitalize on integrations.

5 Key Items to Run a Successful Salesforce Implementation

When implementing new technology into your organization or expanding your existing system, a little bit of planning can go a long way in ensuring the success

Why Donating to Higher Education Still Makes a Difference

Written by Cloud for Good Team I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good;

New Salesforce Education Cloud Release Provides Connection in Times of Separation

Written by Cloud for Good Team The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need.

5 Ways to Prepare for Your Salesforce Migration

Written by Cloud for Good Team When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Learn how Salesforce helped National Aquarium navigate the turbulent waters of COVID-19 and prepare for a post-pandemic world.

Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story

Human Rights Watch is navigating the changing market to bring in funds and find new donors with Salesforce.

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

How Women In Tech (WIT) Changed My Career

Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

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

Latest Posts

Apsona Mail Merge for Salesforce

4 Steps to Integrate Social Media Into Your Campaigns

Salesforce Sandbox and How To Use It

Volunteer Management in Salesforce

5 Ways to Get Staff on Board with Chatter

You Can Do Anything With Salesforce

Three Ways To Make Sure that Your Next Big Software Project Is A Success

4.5 Great Ways to use Pinterest and Salesforce

Why Integrations and Clean Manageable Data Help Change the World

5 Key Items to Run a Successful Salesforce Implementation

Why Donating to Higher Education Still Makes a Difference

New Salesforce Education Cloud Release Provides Connection in Times of Separation

How Calbright College is Withstanding a Pandemic Without Compromise

5 Ways to Prepare for Your Salesforce Migration

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story