Thought Leadership

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Implementing a Major Donor Strategy Using Salesforce Tools

Implementing a Major Donor Strategy Using Salesforce Tools

There are several ways to manage major donors in Salesforce. Depending on the size of your development team and formal fundraising processes utilized, your organization may
Five Tips for Customizing the Lightning Experience

Five Tips for Customizing the Lightning Experience

Customizing Salesforce's Lightning Experience is more involved than just changing page layouts, but it's also more powerful. We share five tips to help you customize the
Leveraging Salesforce and HEDA for Student Recruitment

Leveraging Salesforce and HEDA for Student Recruitment

In the face of a more competitive and increasingly diverse recruitment pool, it's important for higher education institutions to leverage recruitment data and analytics to identify

It’s Business Processes Time

In my four years at Cloud for Good, I have had the benefit of participating in every stage of implementing new solutions for organizations. I have seen

3 Considerations for Your First Nonprofit Drip Program

3 Considerations for Your First Nonprofit Drip Program

Nonprofit drip programs shouldn't feel overwhelming. In fact, your first nonprofit drip program can be very simple. Let us help guide you through this process and
How Women In Tech (WIT) Changed My Career

How Women In Tech (WIT) Changed My Career

Women in Tech (WIT) and Salesforce are helping more women go after technology focused careers. One of our Goodies shares her story with WIT and the
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

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

Latest Posts

The Power of US Hub - Cloud for Good

The Power of US Hub

Are you sometimes confused about where to go to get the answers you need in using Salesforce at your nonprofit? As you may have discovered there
Cloud for Good Goes to Washington for NTC14 - Cloud for Good

Cloud for Good Goes to Washington for NTC14

It’s that time of year everyone - the Nonprofit Technology Network has opened up voting for proposed sessions at the 2014 Nonprofit Technology Conference. We at
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

Reporting Calculus with Analytic Snapshots

One of my esteemed clients recently asked me whether they could track attendance in their Saturday classes over a semester or a school year. They wanted

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

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

People First, Everywhere We Work -Cloud for Good

People First, Everywhere We Work: Cloud for Good Is Great Place to Work Certified Across the US, Canada, and India

Cloud for Good, a Salesforce Implementation Partner, is now Great Place to Work Certified in the US, Canada, and India. See how a human-driven tech company
A resident and a DMV staff member at a service counter with a digital interface between them, representing a modernized citizen experience.- Cloud for Good

From the First Click to the Counter: How AI Is Transforming DMV Operations

The scale a DMV carries is hard to overstate. Federal figures put the number of licensed drivers in the United States at more than 237 million,
Credit union executive reviewing an AI strategy for member services using Agentforce

Agentforce for Financial Services: What Credit Unions Need to Know

AI in credit unions is no longer a future conversation. At Dreamforce 2026, Salesforce reported Fulton Bank saved 80,000 hours with Agentforce. Nicole Johnson, Cloud for
Diagram showing Claudeforce, Agentforce, Headless, and Slackbot as four connected components of the Anthropic-Salesforce partnership stack

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Claudeforce, Agentforce, Headless 360, and Slackbot: how the Salesforce AI stack fits together for nonprofits, higher ed, credit unions, and government.
Two directional arrows between the Claude and Salesforce wordmarks representing the Claudeforce two-way partnership

Salesforce in Claude. Claude in Salesforce. 

A two-way road.  Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

A public sector emergency operations center at night with live staffing and location data on screen, illustrating coordinated real-time response.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System 

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error