Thought Leadership

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

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Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Data migration is often referred as the most painful part of the implementation process. This blog post includes many tips and tricks for cleaning your data

Using Salesforce for Performance Monitoring and Program Evaluation

Salesforce can be a powerful tool that can enable an effectively implemented evaluation. However, there are ways to use Salesforce for program evaluation successfully, and some

Idealware Report: The Landscape of Salesforce for Nonprofits

When our friends at Idealware approached us with their plans to research and write a new report, The Landscape of Salesforce for Nonprofits: A Report on

Salesforce Peer to Peer Fundraising: Click and Pledge

Click & Pledge has pioneered the trend toward individual “peer-to-peer” fundraising. Watch this webinar to learn about their Salesforce integration.

Where Is My Salesforce Data?!

One of the most common complaints on the various forums that serve the nonprofit community is that data has somehow either mysteriously disappeared, or that it

You CAN Do It: Moving Metadata Between Production Instances

When implementing a new Salesforce instance from an existing one, sometimes it’s not just the data you need to move. It’s the heavy stuff: Metadata. Without

Why a System Administrator Profile Is Not For Everyone

Before assigning the System Administrator profile to a user, think carefully about the power and responsibility you are conveying on that user and try to right-size

Using Field Trip App to Clean Up Your Salesforce Instance

So how do you go about identifying fields that are underutilized? The folks at Qandor developed a great app called Field Trip that is perfect for

Salesforce Peer-to-Peer Fundraising E-Book

Written by Cloud for Good Team Cloud for Good is proud to release the first edition of our Salesforce Peer-to-Peer Fundraising E-Book. Our E-Book provides an

Why CRM Implementations Fail and How to Avoid It

Know that the clearer your vision, the more ready, supportive of, and willing for change, and the more you understand your own desired outcomes and metrics,

Latest Posts

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

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?

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?

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

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

Read 12 reasons why Dreamforce is hard to wait for. See you at Dreamforce 2013.

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

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

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

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

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

Celebrate a year of resilience, innovation, and community impact with Cloud for Good. This 2025 reflection highlights transformative client outcomes, advancements in AI-powered IP, expanded partnerships,

7 Ways to Optimize Your End-of-Year Giving

Year-end giving is a major opportunity. With unified data, smart segmentation, and personalized outreach, nonprofits can boost donations and build lasting donor relationships.

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Salesforce Nonprofit Cloud for Grantmaking streamlines every stage of the grant lifecycle, empowering funders and grantees to focus on impact.

Meet the Monsters of Fundraising and Discover How to Defeat Them

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Education Keynote at Dreamforce 2025: What You Need to Know

The education keynote at Dreamforce 2025 unveiled groundbreaking announcements and innovations in Education Cloud and Agentforce from Salesforce. Here's what you need to know.

Nonprofit Keynote at Dreamforce 2025: What You Need to Know

At the nonprofit keynote at Dreamforce 2025, Cloud for Good and other nonprofit Trailblazers learned about some innovations and a name change for Nonprofit Cloud, and

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Preparing for Your Data Import: Some Useful Excel Tips and Tricks

Using Salesforce for Performance Monitoring and Program Evaluation

Idealware Report: The Landscape of Salesforce for Nonprofits

Salesforce Peer to Peer Fundraising: Click and Pledge

Where Is My Salesforce Data?!

You CAN Do It: Moving Metadata Between Production Instances

Why a System Administrator Profile Is Not For Everyone

Using Field Trip App to Clean Up Your Salesforce Instance

Salesforce Peer-to-Peer Fundraising E-Book

Why CRM Implementations Fail and How to Avoid It

Latest Posts

Salesforce Administrators and Puppies

The Future is Now: Taking your Chatter Publisher Actions Mobile

To CRM or not to CRM: Is that the question?

Custom Code: Are you ready?

At Project’s End: Separation Anxiety and User Adoption

12 Ways Dreamforce is Hard

Best (of the Best) Practice with Salesforce

Better Living Through Training and Documentation

Ensuring Training Success

Using Salesforce to Cultivate Donor Relationships

Hope, Gratitude, and Impact: Reflections on 2025 at Cloud for Good

7 Ways to Optimize Your End-of-Year Giving

Reimagining the Grantmaking Experience on Salesforce Nonprofit Cloud

Meet the Monsters of Fundraising and Discover How to Defeat Them

Education Keynote at Dreamforce 2025: What You Need to Know

Nonprofit Keynote at Dreamforce 2025: What You Need to Know