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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
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
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.
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
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
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
3 Considerations for Your First Nonprofit Drip Program
Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
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
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.
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
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
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
Security vs Convenience: Securing Your Salesforce Org
When implementing Salesforce, we rightly focus on designing the system; what data do we need to input and the reports and dashboards we want as output.
The Nonprofit Starter Pack 3.0 (NPSP 3.0) is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases.
Meet with us at Dreamforce. We will have Cloud for Good team members presenting at multiple sessions discussing great Salesforce topics. We can't wait to see
Raiser’s Edge to Salesforce: 10 Reasons to Make the Switch
The ongoing development of the Salesforce Foundation’s tools for nonprofits has encouraged more and more nonprofits to consider a switch from their legacy system to Salesforce.
Force Off- Online Donation Tools for Salesforce Recap
To help you evaluate the various online donation tools available on the Salesforce platform, we hosted a Force Off featuring iATS Payments/ Brickwork, Click&Pledge and Network
It’s a digital age and you’re behind the times if you’re not accepting online donations from your donors. So you start to weigh the options, researching
Tal Frankfurt Nominated to the Nonprofit Starter Pack Advisory Board
Cloud for Good has nominated its founder and CEO, Tal Frankfurt, to the Salesforce Foundation Nonprofit Starter Pack Advisory Board. Please vote for him today.