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Thought Leadership

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

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Consultant vs. Volunteer Help with Salesforce?

Salesforce.com generously donates their top grade—Enterprise—version of the application to nonprofits. Nonprofits get ten licenses and for many organizations, that is more than enough to make

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CRM is Exactly What Your Nonprofit Needs

I recently had a conversation with a colleague about the advantages and disadvantages of using a constituent relationship management (CRM) system such as Salesforce to manage

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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
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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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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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New Salesforce Education Cloud Release Provides Connection in Times of Separation

New Salesforce Education Cloud Release Provides Connection in Times of Separation

Written by Cloud for Good Team The need for creative solutions and progressive thinking within the world of higher education has never been greater. While the

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How Calbright College is Withstanding a Pandemic Without Compromise

How Calbright College is Withstanding a Pandemic Without Compromise

Through Salesforce, Calbright College is offering invaluable education to the underserved and underemployed in their time of need.
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Person holding a glowing digital interface. Text: 5 WAYS TO PREPARE FOR YOUR SALESFORCE MIGRATION

5 Ways to Prepare for Your Salesforce Migration

Written by Cloud for Good Team When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation

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National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

National Aquarium: Using Technology to Traverse Turbulent Waters with National Aquarium

Learn how Salesforce helped National Aquarium navigate the turbulent waters of COVID-19 and prepare for a post-pandemic world.
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Fundraising During a Crisis is All About Relationships: The Human Rights Watch Story

Human Rights Watch is navigating the changing market to bring in funds and find new donors with Salesforce.
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5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

5 Tips for Higher Education Institutions and Nonprofit Organizations Working Remotely

Written by Cloud for Good Team The Rise of Remote Workers When the internet was born in the 1980s, employers began allowing employees to work from

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