Thought Leadership

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Engagement Plans and Levels Make Moves Management Work for You

Engagement Plans and Levels Make Moves Management Work for You

Engagement Plans have been added to the Nonprofit Success Pack (NPSP) and will provide an even more seamless experience in managing your moves to cultivate donors
Choosing the Best MailChimp to Salesforce Connector

Choosing the Best MailChimp to Salesforce Connector

Choosing the best MailChimp to Salesforce Connector will ensure that you deliver the right message at the right time to your constituents. Cloud for Good has
Lightning Experience: Winter 17 and Beyond

Lightning Experience: Winter 17 and Beyond

The Salesforce Winter '17 release brought many changes to the Lightning Experience. We cover some of those changes and what's to come in this post.
Destination Adoption: Get Your Users Using Salesforce

Destination Adoption: Get Your Users Using Salesforce

Adoption can be a challenge for some organizations. Here are some tips to help you increase it!
Connected Nonprofits Use Technology to Manage Volunteers

Connected Nonprofits Use Technology to Manage Volunteers

Volunteers are often key to nonprofits' work but managing them with limited staff and budget can be a challenge. Utilizing technology effectively in volunteer management can
Paying It Forward: Nonprofits Helping Nonprofits

Paying It Forward: Nonprofits Helping Nonprofits

Nonprofits are helping each other in the Salesforce community through the Power of Us HUB and now with the Solutions Exchange. Learn how you, too, can
5 Nonprofit New Years Resolutions for Salesforce

5 Nonprofit New Years Resolutions for Salesforce

The new year is always a time to resolve to do better, try harder, and move farther toward your goals, but we all know keeping your
Process Builder: Tips and Tricks

Process Builder: Tips and Tricks

Process Builder is one of the more powerful tools to be added to the Salesforce platform in recent years. Much of what Process Builder can do
Make Salesforce Work for You: Workflows and Email Automations

Make Salesforce Work for You: Workflows and Email Automations

Workflows take processes that can be standardized and automate them when certain criteria are met. This can be especially useful for development teams, as they can
Burst your Silos and Become a Connected Nonprofit

Burst your Silos and Become a Connected Nonprofit

Functional silos or information silos refer to business processes or data systems that are incompatible or not integrated with other processes or systems. A silo is

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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
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.
Hands using a laptop on a video call. Text: BETTER ENGAGEMENT WITH DONORS AND VOLUNTEERS

Better Engagement for Donors and Volunteers

Written by Cloud for Good Team Learn how you can better engage your donors and volunteers throughout their entire journey with your organization. From newsletters, preference

Hand dropping a coin into a jar. Text: FINDING A NEW HOME FOR YOUR FUNDRAISING

Finding a New Home for Your Fundraising

Written by Cloud for Good Team Are you thinking of migrating your organization’s fundraising technology from a legacy system, like Raiser’s Edge, to Salesforce? Let’s dive

Smiling woman working at a computer. Text: MANAGING STUDENT SUCCESS WITH ADVISOR LINK

Managing Student Success with Advisor Link

Written by Cloud for Good Team Using Salesforce to enroll students is a great choice but using Salesforce to help keep them at your institution is

Two women studying together. Text: POWER UP YOUR ACADEMIC RESEARCH CENTER

Power up your academic research center

Written by Cloud for Good Team Learn how you can leverage the Salesforce platform to power up your academic research center’s missions. We’ll discuss use cases

Person wearing headphones using a laptop. Text: BETTER ENGAGEMENT ACROSS THE STUDENT LIFECYCLE

Better Engagement Across the Student Lifecycle

Written by Cloud for Good Team Learn how you can better engage your students throughout their entire journey with your university. From recruitment and admission to

Person wearing a graduation cap. Text: BEST PRACTICES WITH ADVANCEMENT ON SALESFORCE

Best Practices with Advancement on Salesforce

Written by Cloud for Good Team Your school relies on the generosity of alumni, your community, and friends of your university. Cloud for Good has spent