Thought Leadership

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

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within

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

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

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

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.

Make the Most of Salesforce Security: Added Assurance in a World of Compromises

Most organization’s choose Salesforce because of its reputation for reliability, and Salesforce does a great job of maintaining a high level of security on its servers,

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?

"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

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

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

Latest Posts

Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Breaking down organizational silos sounds easy. Any Internet search will yield articles with advice, most of which boils down to improving your communication: Share information widely;

Don’t Get Spooked by Salesforce Data Security

The term “data security” can be frightening for many people, especially solo admins! However, never fear, by double-checking and enabling a few features, the worry over

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

NOTE: This blog was originally posted on Forbes. Read it here. Ask any academic institution what its top concern is this year, and you’ll probably hear something along

Budget Planning Season is Underway – Remember to Leave Room for Technology

Planning Your Budget Nonprofits do a great job at budgeting for fixed operating costs, such as personnel (salaries and benefits), office expenses (rent and utilities) and program costs (supplies and materials). More often than not, technology

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDG’s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

7 Salesforce Implementation Best Practices Tips

Are you looking to make the move to a new CRM, yet don’t know where to begin? Are you feeling overwhelmed or perhaps finding the transition

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Written by Cloud for Good Team April 11, 2019 [Asheville, NC] – Cloud for Good has announced that it has become a Salesforce.org Premium Partner in

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Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

Best Practices: Salesforce Fields

Implementation Best Practices: Data

Flexibility in Flows: Custom Settings and Dynamic Picklists

Spring Resolutions for the Nonprofit Salesforce Admin

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

Which Salesforce Instance Am I On and Why Do I Care?

Making Salesforce Chatter Work for Your Nonprofit

Salesforce Foundation Higher Education Summit 2015

Latest Posts

Using Salesforce for Performance Monitoring and Program Evaluation

Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Make it Flatter with Chatter: 5 Ways to Break Down Organizational Silos

Don’t Get Spooked by Salesforce Data Security

How Academic Institutions Are Reducing Expenses With Cross-Institution Collaboration

Budget Planning Season is Underway – Remember to Leave Room for Technology

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

7 Salesforce Implementation Best Practices Tips

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education