Thought Leadership

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Meet Cloud for Good at WITness Success

Meet Cloud for Good at WITness Success

Written by Cloud for Good Team WITness Success is a 1½ day, community-led career development event in Colorado where woman in the Salesforce ecosystem meet to

Voices at the Table: Who are the Internal Stakeholders for Your Salesforce Implementation Project?

You just signed off on a Salesforce implementation project, and you’re about to schedule your kick-off call with your consultant. When you sit down to look

Is it Time to Spring Clean Your Fundraising Database?

Is it Time to Spring Clean Your Fundraising Database?

Written by Cloud for Good Team Data Cleanliness Since many nonprofits rely on fundraising to support their cause, the accuracy and cleanliness of all donor and

Relieving the Pain of a Data Migration to Salesforce

Relieving the Pain of a Data Migration to Salesforce

Making the move from a legacy system, like Raiser's Edge? We have shared tips and tools to help you relieve the pain that many face during

Navigating Change Management From a Non-Leadership Role

Let’s face it, change is hard. Sometimes it can be fun and exciting, but changes that involve a person’s day-to-day routine are typically very challenging. When

Tools graphics. Text: TOP TEN CHROME EXTENSIONS FOR SALESFORCE ADMINISTRATORS

Top Ten Chrome Extensions for Salesforce Consultants and Administrators

We've shared our list of the top 10 Chrome extensions for Salesforce Administrators. These extensions can help save you time and energy.
Engaging Staff to Use Salesforce

Engaging Staff to Use Salesforce

You're organization has chosen Salesforce as your Constituent Relationship Management (CRM) platform. Engage your users to be active with the platform by following these tips.
Cartoon Einstein by a campfire. Text: 7 WAYS SALESFORCE EINSTEIN CAN MAKE YOUR ORGANIZATION...

7 Ways Salesforce Einstein Makes Your Nonprofit or University Smarter

Einstein Analytics provides additional insights into the data you are storing in Salesforce. We've presented seven ways that Einstein can make your organization smarter!
Streamline Your Merge Documents with Conditional Logic

Streamline Your Merge Documents with Conditional Logic

Acknowledgment letters and other documents are key to making sure your donors and other supporters feel recognized. Streamline your merge documents with conditional logic in Salesforce.
Your Board of Directors and Salesforce

Your Board of Directors and Salesforce

Your Board of Directors (BoD) is made up of key constituents and stakeholders. We share ideas so you can to track their activities and interactions in

Latest Posts

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
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

Convert Volunteers to Donors and Vice Versa

Prior to joining Cloud for Good, I worked with a nonprofit in Atlanta called Points of Light whose mission was to increase capacity for other nonprofit

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

How Businesses Must Adapt to a 21st Century Workforce

This post was originally published on the Salesforce blog. From self-driving cars to personalized marketing journeys, the world is changing and it is changing fast. In many

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