Thought Leadership

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

Explore by Topic:

Industry
- Cloud for Good
- Financial Services
- Higher Education
- Nonprofit
- Public Sector
- Salesforce
Topic / Function
- Academic Operations & Research
- Advancement & Alumni Engagement
- AI & Automation
- Change Management & User Adoption
- Company News & Culture
- Constituent & Customer Experience
- Data & Analytics
- Events
- Financial Aid
- Fundraising & Donor Engagement
- Governance, Security & Compliance
- Grantmaking
- Impact Measurement
- Implementation & Optimization
- Marketing & Communications
- Member Experience & Lending
- Migration & Integration
- Patient Engagement & Care
- Program & Case Management
- Public Sector Services
- Recruitment & Admissions
- Salesforce Administration
- Student Information Systems
- Student Success & Advising
- Technology Strategy
- Volunteer & Membership Management
- Workforce & Staffing
Product / Service
- Admissions Connect
- Agentforce
- Blackbaud CRM & Luminate
- Cirrus Financial Aid
- Cirrus Fundraising Agent
- Commerce Cloud
- Crystal Reports
- Cumulus Fundraising
- Cumulus Grantmaking
- Data Cloud
- Direct Response Services
- EDA / HEDA
- Elevate
- Experience Cloud
- Financial Services Cloud
- Headless 360
- Health Cloud
- Managed Services
- Marketing Cloud
- Marketing Cloud Account Engagement
- Marketing Cloud Intelligence
- Marketing Cloud Personalization
- MuleSoft
- NGO Connect
- NPSP
- OmniStudio
- Other Apps & Integrations
- Public Sector Solutions
- Raiser's Edge
- Revenue Cloud
- Sales Cloud
- Salesforce Education Cloud
- Salesforce Nonprofit Cloud
- Salesforce Platform
- Salesforce Shield
- Salesforce SIS
- Service Cloud
- Slack
- Stratus
- Student Success Hub / Salesforce Advisor Link
- Tableau & CRM Analytics
- Talent for Good

New Salesforce Visual Workflow Features

With a drag and drop user interface, Salesforce Visual Workflow allows you to automate a series of business process steps. Read why we are excited about

Handling Anonymous Donors With Salesforce

Respecting a donor’s request for anonymity is critical to your relationship with your donors but your organization should retain the donor’s name and contact information when

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

If you’re like me and went to both ExactTarget Connections in Indianapolis as well as Dreamforce in San Francisco back to back, you’re probably nursing a

Invest in Your Salesforce Administrator

It took 11 years, but salesforce.com finally created an “Admin Zone” at their annual Dreamforce conference. They have a Developer Zone for the coders, a Foundation

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Cloud for Good has been shortlisted in the 2014-2015 Cloud Awards Program in the category Cloud Consultancy / SI of the Year.

Getting the WHOLE Team On Board: Lessons Learned About Change Management

The system has been customized, all packages have been installed, all custom fields have been configured, data migration completed, even training has been scheduled. But there

5 Things to Consider When You Integrate Quickbooks and Salesforce

Written by Cloud for Good Team Salesforce and Quickbooks are two of the preeminent cloud apps globally with large, passionate customer communities. Given the large installed

User Adoption: Naming Your Salesforce

Naming software and software releases is a fairly common practice now. Operating systems are no longer just numbers they are Cheetah, Jaguar, Mountain Lion, Ice Cream

Salesforce1 Mobile App

The possibilities are endless with Salesforce1, the Salesforce mobile app which gives you access to your data allowing you to continue to add and improve upon

Latest Posts

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

Ready To Start With Your Implementation? Think Again

You choose a platform, signed with an awesome implementation partner who can translate your needs into technology, and you are extremely excited to get started. Wait…

Receipting Canadian Tax Receipts

Written by Cloud for Good Team Are you recording your donations in Salesforce? Yes, that’s great! You’re probably using the Opportunities object to do so. But how

Salesforce.org Announces A New Philanthropic Brand

Salesforce.org announces a unified brand for Salesforce Foundation and Salesforce.org. A brand that more accurately describes their long-term goals: a nonprofit, social enterprise dedicated to Salesforce’s

#NoCodeNovember – Our Favorite Salesforce Features

In honor of #NoCodeNovember, the Cloud for Good team has compiled a list of 11 features in Salesforce that require NO code! Check out this post

Join Us at the Salesforce World Tour in New York!

On November 18. 2015, the Salesforce World Tour is going to New York and Cloud for Good will be there! We're presenting in the Admin Zone

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Cloud for Good had the opportunity to send two of our team members to participate in the second ever Nonprofit Starter Pack Sprint (#NPSPsprint). A room

Account Models in NPSP Added to Nonprofits 101

We are continuing to add to and update our Nonprofits 101 manual - the Salesforce user manual for nonprofit organizations. This article will over what account

Thought Leadership

Latest Posts

Explore by Topic:

Industry

Topic / Function

Product / Service

Introducing Social Customer Service

New Salesforce Visual Workflow Features

Handling Anonymous Donors With Salesforce

Oh, What a Journey! A Closer Look at the Exact Target Marketing Cloud Journey Builder

Invest in Your Salesforce Administrator

Cloud for Good Shortlisted for the 2014-15 Cloud Awards Program

Getting the WHOLE Team On Board: Lessons Learned About Change Management

5 Things to Consider When You Integrate Quickbooks and Salesforce

User Adoption: Naming Your Salesforce

Salesforce1 Mobile App

Latest Posts

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

Ready To Start With Your Implementation? Think Again

Receipting Canadian Tax Receipts

Salesforce.org Announces A New Philanthropic Brand

#NoCodeNovember – Our Favorite Salesforce Features

Join Us at the Salesforce World Tour in New York!

Open Source, Open Hearts: Sprinting for the Nonprofit Starter Pack (NPSP)

Account Models in NPSP Added to Nonprofits 101