Thought Leadership

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Best Practices: Salesforce Fields- Cloud for Good

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- Blog- Cloud for Good

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- Cloud for Good

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

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

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?

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

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

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

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

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
The Ethical Consultant - Cloud for Good

The Ethical Consultant

I got into a discussion with a client recently about ethical consulting. I’ve had this discussion with colleagues, co-workers, friends and mentors through the years, but
Going to Dreamforce? Let's Meet! -Cloud for Good

Going to Dreamforce? Let’s Meet!

Are you going to Dreamforce? Let's schedule a time to meet!
Don't Be a Fish Out of Water: Preparing for a Salesforce Migration - Cloud for Good

Don’t Be a Fish Out of Water: Preparing for a Salesforce Migration

Each Salesforce organization is housed at one of Salesforce’s data centers. Salesforce calls these groupings of clients instances and it is a good practice as a

Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
Icon of a person with a backpack looking at a sign or map.

Audit Trail – A Hidden Gem

The Audit Trail helps you track the recent Setup changes that you and other administrators have made to your organization. Learn more.
Salesforce Administrators and Puppies - Cloud for Good

Salesforce Administrators and Puppies

Too often, in my experience, I’ve had clients treat a Salesforce implementation as a discrete moment in time: “We wanted Salesforce, we got Salesforce, we have
The Future is Now: Taking your Chatter Publisher Actions Mobile - Cloud for Good

The Future is Now: Taking your Chatter Publisher Actions Mobile

Chatter Publisher Publisher actions allow you to perform simple tasks such as creating child records from within the record’s Chatter feed. Read more about publisher.
To CRM or not to CRM: Is that the question? - Cloud for Good

To CRM or not to CRM: Is that the question?

When evaluating your needs and choosing to implement a CRM solution, I recommend starting by asking the five W’s: Who, What, Where, When and Why.
Custom Code: Are you ready? - Cloud for Good

Custom Code: Are you ready?

It is an interesting dichotomy that while writing custom code allows you to manipulate the system in very sophisticated ways, every bit of custom code that
Illustrated portraits of three people. Text: 10TH ANNUAL SALESFORCE EDUCATION SUMMIT: WHAT YOU NEED TO KNOW

10th Annual Salesforce Education Summit: What You Need to Know

Join Cloud for Good at the 10th Annual Salesforce Education Summit. This completely virtual summit is free to attend and packed with 40+ sessions to inspire
Laptop with email icons and coffee cup. Text: TAKING YOUR MARKETING AUTOMATION TO NEW HEIGHTS: MARKETING CLOUD VS. HUBSPOT

Taking Your Marketing Automation To New Heights: Marketing Cloud vs. HubSpot

Marketing Cloud and HubSpot are both great tools, but Marketing Cloud stands out as the more powerful, dynamic, and all-encompassing tool.
Talent For Good mountain logo. Text: CLOUD FOR GOOD RECOGNIZED AS A NATIONALLY REGISTERED APPRENTICESHIP PROGRAM

Cloud for Good Recognized as a Nationally Registered Apprenticeship Program by the U.S. Department of Labor

Talent for Good has been recognized as a Registered Apprenticeship Program by the U.S. Department of Labor, the first in the Salesforce ecosystem.
Person on video call with NTC22 logo. Text: WHY CLOUD FOR GOOD IS EXCITED ABOUT NONPROFIT TECHNOLOGY CONFERENCE (NTC22)

Why Cloud for Good Is Excited About Nonprofit Technology Conference (NTC22)

The Nonprofit Technology Enterprise Network (NTEN) will be holding its annual Nonprofit Technology Conference (NTC) on March 23-25, 2022.
Row of colorful numbered mailboxes. Text: INTRODUCING CLOUD FOR GOOD CAMPAIGN SERVICES

Introducing Cloud for Good Campaign Services

Introducing Campaign Services allows Cloud for Good to become an even greater full-service provider for our valued nonprofit clients.
Magnifying glass over bar charts and spreadsheets. Text: EXPLORING THE REPORTING ADVANTAGES OF SALESFORCE OVER BLACKBAUD CRM

Exploring the Reporting Advantages of Salesforce Over Blackbaud CRM (BBCRM)

If you’ve just migrated from Blackbaud CRM onto Salesforce, you’ve made the right choice, and we’re here to help ease your transition.