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Adding it Up: Understanding Roll-Up Summary Fields
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration
As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System
A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
Salesforce Summer ’25 Release: What You Need to Know
Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.
Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking
Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that amplify impact, Salesforce Nonprofit Cloud for Grantmaking is transforming grantmaking processes for organizations.
The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and
Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot
In this post, we compare Salesforce Marketing Cloud’s AI for marketing with HubSpot’s AI for marketing, diving deep into their features, performance, scalability, and results.
Where Purpose Meets Excellence: A Certified Great Place to Work
By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to
Five Ways Managed Services Can Improve User Engagement
By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of
Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space
Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
The Future of Student Information Systems with Salesforce Education Cloud
Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education
What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response
Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to
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
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
