Thought Leadership

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

Are You Ready for Some Dreamforce?!

As an organization we like to provide as much useful and relevant information to the nonprofit community we serve. If you frequent our blog you will

Adding it Up: Understanding Roll-Up Summary Fields

Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to

Tracking In-Kind Gifts in Salesforce

Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.

Navigating NGO Connect Batch Upload

Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When

Make Those Moves and Track Them Too: Salesforce Moves Management

Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your

What Can We Learn From the Health Care Community?

At Cloud for Good, we have our own version of what is called a M & M Conference in the healthcare industry (Morbidity and Mortality Conference-

Data Management Tips for the Lone Wolf Admin

As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data

#NPForce Tweet Chat

The #NPForce chat will provide a chance to network and grow your knowledge of how nonprofit organizations are using Salesforce. Join us on April 23rd.

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within

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

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

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Cloud for Good had the opportunity to send two of our team members to participate in the second ever Nonprofit Starter Pack Sprint (#NPSPsprint). A room

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Written by Cloud for Good Team There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, a Partner or other Salesforce

Exciting Times To Be Part of the Salesforce Ecosystem

Written by Cloud for Good Team From where I am standing today, it is hard to rewind back to 8 years ago when I joined the

Grants Management in NPSP 3.0 Added to Nonprofits 101

We are in the process of updating and adding to our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. We recently added an

Giving Back – My Day Volunteering At Cradles to Crayons

Donating to a charity is a great way to ensure that their mission is accomplished, but there is something so much more rewarding about being able

Thought Leadership

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Are You Ready for Some Dreamforce?!

Adding it Up: Understanding Roll-Up Summary Fields

Tracking In-Kind Gifts in Salesforce

Navigating NGO Connect Batch Upload

Make Those Moves and Track Them Too: Salesforce Moves Management

What Can We Learn From the Health Care Community?

Data Management Tips for the Lone Wolf Admin

#NPForce Tweet Chat

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

Best Practices: Salesforce Fields

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

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Account Models in NPSP Added to Nonprofits 101

Celebrate the Year of the Awesome Admin (or How Users and Stakeholders Can Win Their Salesforce Admin’s Heart)

Exciting Times To Be Part of the Salesforce Ecosystem

Grants Management in NPSP 3.0 Added to Nonprofits 101

Giving Back – My Day Volunteering At Cradles to Crayons