Thought Leadership

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New Salesforce Visual Workflow Features

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about
Handling Anonymous Donors With Salesforce

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when
Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a
Invest in Your Salesforce Administrator

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation
Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.
Getting the WHOLE Team On Board: Lessons Learned About Change Management

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there
5 Things to Consider When You Integrate Quickbooks and Salesforce

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream
Salesforce1 Mobile App

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon
Get Connected, Lightning Fast

Get Connected, Lightning Fast

What if I told you that Lightning Connect enables you to create a real-time integration in an amount of time best measured by hours not days?

Latest Posts

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.
Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Celebrating National Dog Day: American Kennel Club Goes Live with Service Cloud and Community Cloud

Salesforce has enabled American Kennel Club to serve its dog-loving constituency through technology like never before.
Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

Reporters Committee for Freedom of the Press: Utilizing Technology in the Fight for Press Rights

The Reporters Committee defends American journalists, scaling their efforts through Salesforce to meet an unprecedented rise in need.
Defending American Dreamers with New York Immigration Coalition + Salesforce

Defending American Dreamers with New York Immigration Coalition + Salesforce

New York Immigration Coalition has delivered unprecedented crisis assistance to its most under-supported immigrant groups through Salesforce.
Putting Predictions Into Your Alumni Sustainer Program- blog- Cloud for Good

Putting Predictions Into Your Alumni Sustainer Program

Written by Cloud for Good Team The Salesforce Einstein Analytics tool provides organizations with the ability to visualize the activity taking place within their unique Salesforce environment, offering

Sunglasses and hat on a beach. Text: THE LATEST NPSP RELEASES FOR SUMMER '20

The Latest NPSP Releases for Summer ’20

Written by Cloud for Good Team The highly-anticipated Summer ’20 Release is finally here! This new NPSP release introduces timely enhancements for user experience and features

Why Donating to Higher Education Still Makes a Difference- blog- Cloud for Good

Why Donating to Higher Education Still Makes a Difference

Written by Cloud for Good Team I have a number of connections to the higher education industry: I’m on an EDA team at Cloud for Good;