Thought Leadership

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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.
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
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
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.
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

Latest Posts

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.
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
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
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…
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
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
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
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
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.
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
Computer displaying cloud computing network and global data - Cloud for Good

Doing More With Less: A Conversation With Salesforce On How Technology Can Power Your Organization Through Uncertainty

A conversation between Salesforce and Cloud for Good on how mission-driven organizations can leverage smart, scalable technology to deepen impact, drive efficiency, and future-proof their missions.
Smiling students in uniforms in school classroom - Cloud for Good

Reimagining the Student Experience: A Conversation with Salesforce on Building the Next-Gen Student Information System

A conversation between Salesforce and Cloud for Good on the future of student information systems (SIS), why legacy tools are no longer enough, and how AI
Salesforce Summer '25 Release: What You Need to Know

Salesforce Summer ’25 Release: What You Need to Know

Learn about the most important highlights in Security & Permissions enhancements, automation and screen flow updates, and more in Salesforce's Summer '25 Release.
Smiling volunteers packing food donations at nonprofit drive - Cloud for Good

Less Admin, More Impact: How Salesforce Nonprofit Cloud Transforms Grantmaking

Through empowering grantmakers to streamline operations, enhance transparency, and make data-informed decisions that amplify impact, Salesforce Nonprofit Cloud for Grantmaking is transforming grantmaking processes for organizations.
Hand touching AI chip interface with digital technology - Cloud for Good

7 Key Advancement Insights From CASE Drive 2025

The importance of being data-driven, AI, enhancing fundraising efforts, the need for innovative solutions, strategic planning, and more took center stage at CASE Drive 2025, and
Woman facing AI humanoid robot exploring human-AI interaction - Cloud for Good

Why Salesforce Outpaces the Marketing AI Competition: Marketing Cloud vs HubSpot

In this post, we compare Salesforce Marketing Cloud’s AI for marketing with HubSpot’s AI for marketing, diving deep into their features, performance, scalability, and results.