Thought Leadership

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

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Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Relationships as a general idea are fundamental to Salesforce. After all, Salesforce is a CRM – or constituent relationship management – tool. Let's explore how to

Data Segmentation: Categorize Your Constituents With Salesforce

There are many ways to categorize your data. After you understand how you’d like to categorize your constituents, the next step is thinking about how to

Salesforce Leads: Pros and Cons for Nonprofits

The Salesforce Lead standard object holds records representing individual people, typically as part of a sales process in the B2B (business-to-business) model. Using the Leads object

Back to School: Research Methods 101 – Surveys

Writing strong, concise survey questions will get you the data that you need. We've shared some best practices for collecting information from your constituents.

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

There are many tools out there to assist with data cleanup and it's not always easy to know which one to choose. We have explored several

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the

Latest Posts

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

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

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

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

Data Migration: Apsona for Salesforce

Apsona for Salesforce is another exceptionally useful ETL (Export Transform Load) app, with some unique advantages that make it an essential tool to keep in your

Winter 13 Release for Nonprofits – Sales Cloud

Winter ’13 has more surprises for us in the nonprofit community, the Sales Cloud are the ones aimed specifically at the development directors who help keep

How to Integrate Online Forms with Salesforce.com?

There are number of ways to integrate your online website forms with Salesforce. How do they compare? We did the leg work for you and below

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

Written by Cloud for Good Team Accounting and fundraising are two connected, yet disparate, departments found within most nonprofit organizations. While the departments are intrinsically linked,

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As a continuation of our Gift Processing with Cloud for Good’s Advancement Accelerator blog published last month, I wanted to

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Written by Cloud for Good Team Security has been one of the most prevailing through-lines of 2020 and 2021. Through taking donor information over the phone

Crafting A Constituent-Centric Experience In The Post-Pandemic World

Written by Cloud for Good Team NOTE: This blog was originally posted on Forbes. Read it here. There’s no denying the profound impact COVID-19 has had

Gift Processing With Cloud for Good’s Advancement Accelerator

Written by Cloud for Good Team As outlined in Tal Frankfurt and Kestryl Lowrey’s illuminating examination on Salesforce Advancement for Higher Education, the Nonprofit Success Pack

Using Marketing Cloud as a Lead Funnel Tool, Part 2

Written by Cloud for Good Team Welcome back to our exploration of using Marketing Cloud as a lead funnel! If you haven’t yet, make sure to

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Harness the Power of Your Constituent Network with Relationship Tracking in NPSP

Data Segmentation: Categorize Your Constituents With Salesforce

Salesforce Leads: Pros and Cons for Nonprofits

Back to School: Research Methods 101 – Surveys

Slice, Dice, and Dedupe Data – What’s The Right Tool for Data Cleanup?

Implementing a Major Donor Strategy Using Salesforce Tools

Five Tips for Customizing the Lightning Experience

Leveraging Salesforce and HEDA for Student Recruitment

3 Considerations for Your First Nonprofit Drip Program

How Women In Tech (WIT) Changed My Career

Latest Posts

Email to Case – An Overview

Why Cloud for Good is Excited About Dreamforce

Choosing the Right Email Provider for Your Salesforce

Choosing Between the NPSP and Standard EE

Data Migration: Apsona for Salesforce

Winter 13 Release for Nonprofits – Sales Cloud

How to Integrate Online Forms with Salesforce.com?

An Interview with Omatic: Connecting Accounting + Fundraising Departments with Salesforce Integration

The Complete Picture of Alumni and Donors with Cloud for Good’s Advancement Accelerator

Keeping Your Data Safe: Finding Peace of Mind With Salesforce

Crafting A Constituent-Centric Experience In The Post-Pandemic World

Gift Processing With Cloud for Good’s Advancement Accelerator

Using Marketing Cloud as a Lead Funnel Tool, Part 2