Thought Leadership

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Major Donors: Cultivating and Implementing A Salesforce Strategy

Major Donors: Cultivating and Implementing A Salesforce Strategy

Major donors and the strategies around managing these portfolios can be one of the trickiest beasts to tame. Let's explore how you can match highlights of
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
Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,
Theory of Change: Metrics and Monitoring

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Latest Posts

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
Data Migration: Apsona for Salesforce- Cloud for Good

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
Graphic of a small house with snow on roof and the number 13 in the snow.

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
Stack of three printed forms: Sign Up, Survey, Contact Us.

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
Person putting on a face mask. Text: REOPENING YOUR CAMPUS WITH SALESFORCE

Reopening Your Campus with Salesforce

Written by Cloud for Good Team This year has been anything but ‘business as usual.’ Institutions want to open their doors to students, alumni, faculty, and

Smiling man in suit. Text: IMPROVING THE EXECUTIVE LEARNER EXPERIENCE WITH COMMERCE CLOUD

Improving the Executive Learner Experience with Commerce Cloud

Written by Cloud for Good Team Executive learners have come to expect a seamless experience from course selection to in-course learning. Find out how you can

Snowy forest path. Text: RECAPPING THE SALESFORCE WINTER '21 RELEASE

Recapping the Salesforce Winter ’21 Release

Written by Cloud for Good Team The Winter ’21 Release is here! System Administrators are going to love the new features designed to optimize user experience,

Cloudy sky. Text: CLOUD FOR GOOD NAMED ON FORTUNE'S 2020 BEST SMALL & MEDIUM WORKPLACES

Cloud for Good Named on Fortune’s 2020 Best Small & Medium Workplaces + Comparably’s Best Companies for Work-Life Balance Lists

Written by Cloud for Good Team October 16, 2020 [Asheville, NC]  – Cloud for Good, a certified BCorp and Salesforce.org 2020 Nonprofit Consulting Partner of the

Cloudy sky with laurels. Text: CLOUD FOR GOOD AWARDED SALESFORCE.ORG NONPROFIT CONSULTING PARTNER OF THE YEAR FOR 2ND YEAR

Cloud for Good Awarded Salesforce.org Nonprofit Consulting Partner of the Year for Second Year in a Row

Written by Cloud for Good Team October 12, 2020 [Asheville, NC] –Cloud for Good was awarded the Salesforce.org 2020 AMER Consulting Partner of the Year – Nonprofit

Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Getting Over Raiser’s Edge with Salesforce + Anabaptist Mennonite Biblical Seminary

Taking a strategic approach to transforming their technology, Anabaptist Mennonite Biblical Seminary partnered with Cloud for Good in their migration from Raiser’s Edge to Salesforce Nonprofit