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Thought Leadership

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

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You CAN Do It: Moving Metadata Between Production Instances- Cloud for Good

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
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Why a System Administrator Profile Is Not For Everyone- Cloud for Good

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
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Using Field Trip App to Clean Up Your Salesforce Instance- Cloud for Good

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
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Salesforce Peer-to-Peer Fundraising E-Book- Cloud for Good

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

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Why CRM Implementations Fail and How to Avoid It- Cloud for Good

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

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;
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Avoiding Growing Pains Through Good Governance

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
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What You Should Do Before an Enterprise-Wide CRM Implementation - Cloud for Good

What You Should Do Before an Enterprise-Wide CRM Implementation

Implementing a constituent relationship management (CRM) application can be a difficult project for organizations with multiple large complex departments. An assessment of the organization's CRM strategy,
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Recovering from Dreamforce - Cloud for Good

Recovering from Dreamforce

Dreamforce 2013 is over. In theory, you've bodily recovered from the walking, talking, learning, and partying. Now what? How can you best leverage all the stuff
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Thank You Letters: Leveraging Donation Split & Conga Composer - Cloud for Good

Thank You Letters: Leveraging Donation Split & Conga Composer

How are you currently generating thank you letters for your donations? More importantly, how can you generate a thank you letter from a donor that has
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Latest Posts

Developing a High-Quality Salesforce Solution

Developing a High-Quality Salesforce Solution

Salesforce makes it simple to quickly create useful solutions for your business. “Modify your database schema - no DBA required!” “Clicks - not code!” “Become an
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Wrapping Up NTEN's Nonprofit Technology Conference with Radian6

Wrapping Up NTEN’s Nonprofit Technology Conference with Radian6

NTEN’s Nonprofit Technology Conference (NTC) took place March 13 through the 15th. Using Salesforce Radian6 we took a look at the conversations happening around the 2014
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User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) Isn’t Scary!

User Acceptance Testing (UAT) is process of verifying that a solution works for the user. The solution, in this case, is Salesforce and the processes we've
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5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

5 Ways to Make it Easy for People to Fill Out Your Form (And Decrease the Dropout Rate)

Your forms should be easy to understand. A cluttered layout and vague language are just some of the hurdles that could trip up your respondents. Here's
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Life After Raiser’s Edge

Life After Raiser’s Edge

While Raiser’s Edge is still one of the most common fundraising solutions for nonprofit organizations, it is about time to say out loud what our clients
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Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data
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Using Salesforce for Performance Monitoring and Program Evaluation-blog-Cloud for Good

Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some
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Idealware Report: The Landscape of Salesforce for Nonprofits- Cloud for Good

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
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Salesforce Peer to Peer Fundraising: Click and Pledge- Cloud for Good

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.
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Where Is My Salesforce Data?- Cloud for Good

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
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Six Simple Steps to Improve Your Salesforce User Experience

When configuring your Salesforce org, it is important to present your data in a manner that makes it easy for your users to access and interpret.
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Cloud for Good at Dreamforce 2015!

In case you weren't able to attend Dreamforce, or if you were in attendance and missed seeing us, don't worry! We've got pictures from our events
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Moving House: Steps for a Successful Data Migration

It doesn't matter if8ixn547AT you have 100 records or 1 million records, the data import phase of a project can seem like a daunting task. It's
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Nonprofit Starter Pack (NPSP) Data Importer Tool Deep Dive

Does the thought of migrating data make you want to run screaming? Is your organization using the NonProfit Starter Pack (NPSP)? Do you have data you
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Two pie charts showing Public Cloud Spending by Service Type and by Region, 2014.

Diversity at Dreamforce – A Promising Start, But Challenges Remain

Last week was Dreamforce, Salesforce’s annual customer conference, which basically takes over the city of San Francisco for a week of keynotes, educational sessions and parties.
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Blue wavy cloud logo with text Cloud for Good.

Declarative Lookup Rollup Summaries: An Admin’s Must-Have Tool

Rollup summaries are great things to have in your admin toolkit. With a rollup summary, you can summarize information about child records on a parent record
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