Thought Leadership

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

Best Practices: Salesforce Fields

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

Implementation Best Practices: Data

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

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help.

Make the Most of Salesforce Security: Added Assurance in a World of Compromises

Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder.

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it.

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our

Migrating from Common Ground to NGO Connect: Tips for Migration

Switching between two systems is always a tough process. The data migration, getting used to something new, having to change the way you and your team

Latest Posts

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

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

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

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,

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

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

I had the pleasure of sitting in on the Dreamforce '22 Nonprofit Keynote and was so inspired. Here are some of my favorite highlights.

How to Keep Donors Engaged Using Emerging Technologies

Keeping donors engaged during uncertain times can feel like a challenge, but new technologies are available to keep us centered.

Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance.

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important.

For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th straight year, Cloud for Good appears on the Inc. 5000 list, the most prestigious ranking of growing private companies in America.

7 Ways to Get Ready for End-Of-Year Giving Today

Getting your Salesforce org ready for end-of-year giving is an essential part of being prepared for success.

Thought Leadership

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Best Practices: Salesforce Fields

Implementation Best Practices: Data

Flexibility in Flows: Custom Settings and Dynamic Picklists

Spring Resolutions for the Nonprofit Salesforce Admin

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

Which Salesforce Instance Am I On and Why Do I Care?

Making Salesforce Chatter Work for Your Nonprofit

Salesforce Foundation Higher Education Summit 2015

Migrating from Common Ground to NGO Connect: Tips for Migration

Latest Posts

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

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

Avoiding Growing Pains Through Good Governance

What You Should Do Before an Enterprise-Wide CRM Implementation

Recovering from Dreamforce

Highlights + Takeaways from the Dreamforce ‘22 Nonprofit Keynote

How to Keep Donors Engaged Using Emerging Technologies

Salesforce Winter ’23 Release: What You Need to Know

Why All Companies Must Explore the Role of Ethics in Technology

For the 9th Time, Cloud for Good Appears on the Inc. 5000

7 Ways to Get Ready for End-Of-Year Giving Today