Thought Leadership

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

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

Talk To Your Data

Every day there should be a conversation that happens between you and the data inside of your Salesforce instance. Starting that conversation is not always easy

Latest Posts

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

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

Salesforce for Global Nonprofits

Much like their for-profit counterparts, Nonprofits and NGO’s also reach across international borders in order to run their programs, connect with their constituents, and raise resources.

Finding a Trusted Advisor

When you hire a consultant to help you with your Salesforce implementation, you’re hiring them because you have a problem you need help with whether it

How Nonprofits Can Get Past Technology Culture Shock

We are in the midst of a major technology revolution and succeeding in this revolution does not mean consuming additional technology, or as many of our

MS Excel Tools for Salesforce

As a Salesforce Admin, you have to be responsible for creating Salesforce data, maintaining that data and even extracting it so it can be analyzed and

Tahoe Dreamin’ – The Advent of User Group Led Conferences

I had the pleasure of attending Tahoe Dreamin' – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed

#BestTeamEver: A True Story of Virtual Working

“So what does that mean that your company is virtual? Is your paycheck virtual too?” Those were the first questions my dad asked me when I

Thought Leadership

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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

Talk To Your Data

Latest Posts

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

Thank You Letters: Leveraging Donation Split & Conga Composer

Salesforce for Global Nonprofits

Finding a Trusted Advisor

How Nonprofits Can Get Past Technology Culture Shock

MS Excel Tools for Salesforce

Tahoe Dreamin’ – The Advent of User Group Led Conferences

#BestTeamEver: A True Story of Virtual Working