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Thought Leadership

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

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Better Living Through Training and Documentation - Cloud for Good

Better Living Through Training and Documentation

As a system administrator, it’s not only your job to ensure that reports are created, data is kept clean, and new fields and workflows are created.
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Ensuring Training Success - Cloud for Good

Ensuring Training Success

Whether you arrange for training from a consultant, manage it yourself, or use some combination of the two, there are a few techniques you can employ
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Using Salesforce to Cultivate Donor Relationships - Cloud for Good

Using Salesforce to Cultivate Donor Relationships

From finding new donors, growing gifts from existing supporters, or managing the back-end fundraising efforts, Salesforce helps organizations establish and grow donor relationships in addition to
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Ready To Start With Your Implementation? Think Again - Cloud for Good

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…
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The Power of US Hub - Cloud for Good

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there
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Cloud for Good Goes to Washington for NTC14 - Cloud for Good

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
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Email to Case - An Overview - Cloud for Good

Email to Case – An Overview

In Salesforce, the Case Object is often used to track a constituent issue or problem that needs resolution. Just like anything else in Salesforce, it can
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Why Cloud for Good is Excited About Dreamforce

Why Cloud for Good is Excited About Dreamforce

I have been inspired by Dreamforce every year since 2005, so I decided to take the majority of the Cloud for Good team to Dreamforce this
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Choosing the Right Email Provider for Your Salesforce - Cloud for Good

Choosing the Right Email Provider for Your Salesforce

We reviewed the common email service providers who offer Salesforce integration including MyEmma, VerticalReponse, iContact, ExactTarget, and MailChimp.
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Choosing Between the NPSP and Standard EE - Cloud for Good

Choosing Between the NPSP and Standard EE

When you apply for the Power of Us grant you need to select between two trial configurations the EE + NPSP (“Pre-configured for Donor Management”) or
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Latest Posts

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
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Winter ’14 Release: My Favorite Features for Nonprofits

Check out Trish Perkins top new features in the Salesforce Winter '14 release.
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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.
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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
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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.
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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.
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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
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At Project's End: Separation Anxiety and User Adoption - Cloud for Good

At Project’s End: Separation Anxiety and User Adoption

Some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride
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12 Ways Dreamforce is Hard - Cloud for Good

12 Ways Dreamforce is Hard

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.
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Best (of the Best) Practice with Salesforce - Cloud for Good

Best (of the Best) Practice with Salesforce

There’s a lot of talk about Best Practice in the nonprofit sector, and having consulted on projects large and small, I want to take moment to
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Cloud for Good at Dreamforce 2025_ The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good at Dreamforce 2025: The Ultimate Guide to Nonprofit, and Higher Education Sessions, Roundtables, and Events

Cloud for Good has created a dynamic, immersive experience at Dreamforce 2025 designed to connect, educate, and inspire nonprofit, higher ed, and public sector Trailblazers.
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Education Cloud Summit_ Dreamforce2U

Education Cloud Summit: Dreamforce2U

Education Cloud Summit: Dreamforce2U Shaping the Future of Education with Salesforce Please save the date for this special event highlighting key updates from Dreamforce and upcoming

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Salesforce’s Approach to Reimagining the Student Information System_ A Learner-Centered and AI-Powered System

Salesforce’s Approach to Reimagining the Student Information System: A Learner-Centered and AI-Powered System

Salesforce, with support from Cloud for Good, is reimagining what a SIS can and should be by taking the power of a CRM and combining it
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Revenue Cloud in the Impact Sector_ Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud in the Impact Sector: Simplifying Revenue Management for Mission-Driven Organizations

Revenue Cloud is opening new possibilities for nonprofits and higher education institutions alike. When combined with Nonprofit Cloud and Education Cloud, it can help organizations break
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The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

The Strategic Value of a Technology Roadmap for Higher Education Technology Transformations

A technology roadmap provides higher education leaders with a clear, intentional path forward.
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Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025_ Impact Sector Summit

Cloud for Good’s Can’t-Miss Experiences at Dreamforce 2025: Impact Sector Summit

Dreamforce offers thousands of sessions and experiences, but the Impact Sector Summit creates a unique space for our community to come together with a shared purpose.
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