Thought Leadership

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

Latest Posts

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...

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration....

Where Is My Salesforce Data?!

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...

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for...

Salesforce Peer-to-Peer Fundraising E-Book

Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an overview of current solutions available to...

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,...

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;...

Avoiding Growing Pains Through Good Governance

When working with Salesforce.com (or any system for that matter), following the principles of good governance can make life easier for administrators and users alike by...

Pardot’s Name Has Changed—What Does This Impact?

Although Pardot has been renamed to Marketing Cloud Account Engagement, the product’s functionality has not changed....

Salesforce Summer ’22 Release: What You Need to Know

The Salesforce Summer ’22 Release is packed with intuitive new features, updates, and functionalities sure to enhance your instance....

Understanding the New Vision + Vocabulary of Marketing Cloud

Salesforce recently shared its vision for the next generation of Marketing Cloud, including many commonly used products being rebranded....

Key Takeaways from Salesforce Connections 2022

Salesforce Connections brings together the brightest minds in digital marketing and commerce from across the ecosystem....

Cloud for Good is the Salesforce.org 2022 Nonprofit Consulting Partner of the Year

Cloud for Good has been recognized as the Salesforce.org Nonprofit Consulting Partner of the Year for the fourth consecutive year....

The Role of Data Warehouses in Higher Education Technology Strategies

A data warehouse supports a lean, performant CRM to help propel staff forward without stashing legacy data in an inaccessible local archive....