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...

Resilience, Recovery, Reimagining: How Salesforce Can Help Hospitals Survive COVID-19

The COVID-19 pandemic has exposed the incredible weaknesses that currently exist in the American public health system. While the strengths and selfless bravery of our medical...

Cloud for Good is Great Place to Work Certified for the 7th Year in a Row

Asheville, North Carolina – February 23, 2021 – Cloud for Good has been certified as a Great Place to Work for the 7th year in a row....

Salesforce Spring ’21 Release Recap

One of my favorite things about Salesforce is that it is constantly evolving, with regular releases three times a year. These releases include many new features....

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked, the data that each side maintains...

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to dive deeper into the connection between...

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Security has been one of the most prevailing through-lines of 2020 and 2021. Through taking donor information over the phone from our home offices, increased cyber-attacks,...