Thought Leadership

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Salesforce-Winter-23-Release-What-You-Need-To-Know

Salesforce Winter ’23 Release: What You Need to Know

The Salesforce Winter '23 Release is loaded with features sure to make your user experience easier and enhance your Salesforce instance.
Why All Companies Must Explore the Role of Ethics in Technology- Cloud for Good

Why All Companies Must Explore the Role of Ethics in Technology

The widespread adoption of technology has made the continued role of ethics in technology all the more important.
For the 9th Time, Cloud for Good Appears on the Inc. 5000- Cloud for Good

For the 9th Time, Cloud for Good Appears on the Inc. 5000

For the 9th straight year, Cloud for Good appears on the Inc. 5000 list, the most prestigious ranking of growing private companies in America.
7 Ways to Get Ready for End-Of-Year Giving Today- Cloud for Good

7 Ways to Get Ready for End-Of-Year Giving Today

Getting your Salesforce org ready for end-of-year giving is an essential part of being prepared for success.
Marketing Cloud Multi-Factor Authentication Security Options- Cloud for Good

Marketing Cloud Multi-Factor Authentication Security Options

Multi-factor Authentication (MFA) is required for Salesforce Marketing Cloud as of August 9, 2022. Here's what you need to know about the latest security updates.
How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession- Cloud for Good

How Lessons Learned During the Pandemic Help Prepare Nonprofits and Higher Education for a Recession

Learn how the lessons we've learned during the pandemic can help prepare your nonprofit or higher education institution for the impending recession.
Salesforce-Summer-22-Release-What-You-Need-To-Know-1

Salesforce Summer ’22 Release: What You Need to Know

The Salesforce Summer ’22 Release is packed with intuitive new features, updates, and functionalities sure to enhance your instance.
Understanding the New Vision + Vocabulary of Marketing Cloud- Cloud for Good

Understanding the New Vision + Vocabulary of Marketing Cloud

Salesforce recently shared its vision for the next generation of Marketing Cloud, including many commonly used products being rebranded.
Key Takeaways from Salesforce Connections 2022- Cloud for Good

Key Takeaways from Salesforce Connections 2022

Salesforce Connections brings together the brightest minds in digital marketing and commerce from across the ecosystem.

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: β€œWe 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
Roll Up Your ROI with Campaign Hierarchies

Roll Up Your ROI with Campaign Hierarchies

Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you
Take Note! Migrating Notes to New Content Notes in Salesforce

Take Note! Migrating Notes to New Content Notes in Salesforce

The Notes & Attachments related list is on the way out. Content Notes and Files will replace these features, and both have major advantages over the
Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The
Is a Salesforce Community the Right Fit for Your Nonprofit?

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond