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Thought Leadership

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

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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
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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
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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
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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

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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
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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
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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
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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

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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
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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
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Latest Posts

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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Where Purpose Meets Excellence: A Certified Great Place to Work

By continuing to elevate our people, listening and adapting, collaborating, and creating experiences that resonate, we remain dedicated to not only being a great place to
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Five Ways Managed Services Can Improve User Engagement

By enhancing user experiences, providing tailored support, and driving continuous improvements, Managed Services fosters a culture of adoption within your organization that maximizes the value of
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Data Models and DeLorean's_ How Salesforce Beats Microsoft in the Nonprofit Space

Data Models and DeLoreans: How Salesforce Beats Microsoft in the Nonprofit Space

Microsoft can learn from the success of fellow technology giant Salesforce in creating a bold, powerful data model that has lived up to its name. Here’s
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The Future of Student Information Systems with Salesforce Education Cloud

The Future of Student Information Systems with Salesforce Education Cloud

Cloud for Good CEO and Founder Tal Frankfurt shares his thought leadership and expert insights on the future of Student Information Systems (SIS) with Salesforce Education
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What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

What to Know About Data Segmentation and Activation in Salesforce Data Cloud for Direct Response

Here's what direct response customers should know about data segmentation, analytics, and activation within Salesforce Data Cloud for Direct Response and how to leverage them to
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Why Organizations Must Continue AI Investment Despite Budget Pressures

Why Organizations Must Continue AI Investment Despite Budget Pressures

This guest blog by Applied AI expert James Villarrublia examines a fundamental shift happening in our workforce that encourages organizations to continue investing in AI amid
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