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

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

Stack of three printed forms: Sign Up, Survey, Contact Us.

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
AI Agents in Education_ Highlights of the Education Summit 2025 Keynote

AI Agents in Education: Highlights of the Education Summit 2025 Keynote

The Education Summit 2025 Keynote opened our eyes to all the innovations and ways the higher education space can use AI agents and Agentforce to empower
3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

3 Ways Cloud for Good Managed Services Empower Salesforce Administrators

Here are three ways Cloud for Good's Managed Services offering empowers Salesforce admins.
Visionary CIOs Shaping the Future of Nonprofit and Education_ Highlights of Cloud for Good’s CIO for Good Summit in New York City

Visionary CIOs Shaping the Future of Nonprofit and Education: Highlights of Cloud for Good’s CIO for Good Summit in New York City

We kicked off 2025 with our CIO for Good Summit in New York City. The summit is the second of its kind, following in the heels
Preparing Your Salesforce Environment for AI in 2025 with Managed Services

Preparing Your Salesforce Environment for AI in 2025 with Managed Services

If using AI in Salesforce to elevate your organization’s impact and workflows is a goal you want to accomplish in 2025, here are the key steps
Data Cloud for Education_ Creating Meaningful Relationships Across the Student Lifecycle

Data Cloud for Education: Creating Meaningful Relationships Across the Student Lifecycle

Many innovative and modern technology solutions for the education industry are available today that higher education institutions can utilize to unify, unlock, and bring meaning to
Where to Find Cloud for Good at Education Summit 2025

Where to Find Cloud for Good at Education Summit 2025

If meeting and connecting with Cloud for Good at Education Summit 2025 is a top priority on your agenda, here are all the industry events, customer