Thought Leadership

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

Latest Posts

Explore by Topic:

  • Industry

  • Topic / Function

  • Product / Service

Appearances Do Matter...in Your Salesforce Org! A Tale of Configuration

Appearances Do Matter…in Your Salesforce Org! A Tale of Configuration

As your organization grows and evolves, so too do the influences on your Salesforce organization such as change of staff for administration, change of leadership within
Best Practices: Salesforce Fields- Cloud for Good

Best Practices: Salesforce Fields

Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these β€œbuilding blocks” of your CRM. A
Implementation Best Practices: Data- Blog- Cloud for Good

Implementation Best Practices: Data

Nothing sinks a new implementation faster than bad data. Users will quickly lose faith in the tool as well as those leading the implementation effort if
Flexibility in Flows: Custom Settings and Dynamic Picklists- Cloud for Good

Flexibility in Flows: Custom Settings and Dynamic Picklists

Visual Flows are a powerful tool for any administrator on the Salesforce platform. With a drag and drop interface and a suite of possible actions, Visual
Spring Resolutions for the Nonprofit Salesforce Admin

Spring Resolutions for the Nonprofit Salesforce Admin

What are your Salesforce Spring Resolutions? Haven’t had time to put them together yet? Not to worry, the Cloud for Good team is here to help.
Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

Process Builder and Cloud for Good Donation Split: A Case Study in Awesomeness

A case study in how to make Cloud for Good's Donation Split even better with Process Builder.
Which Salesforce Instance Am I On and Why Do I Care?

Which Salesforce Instance Am I On and Why Do I Care?

"Salesforce Instance" is one of those terms that many people assume they know - like what Wi-Fi stands for. Click here to know all about it.
Making Salesforce Chatter Work for Your Nonprofit

Making Salesforce Chatter Work for Your Nonprofit

As a leader at your nonprofit - whether you are the Executive Director, Chief Information Officer, Salesforce Administrator, or motivated staff member, it’s up to you
Salesforce Foundation Higher Education Summit 2015

Salesforce Foundation Higher Education Summit 2015

Last week I had the pleasure of participating in the 3rd annual Salesforce Higher Education Summit at the University of Miami. I was joined by our

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
Marketing Cloud Social Studio Retirement

Marketing Cloud Social Studio Retirement: What’s Next for Salesforce and Social Media Management?

Planning a migration from Social Studio or looking for a new platform? Sprout Social puts data at your fingertips in one central location.
What Can Slack Do For Higher Education?

What Can Slack Do For Higher Education?

The value of Slack is generated from its ability to connect people, tools, and operations, creating a repository of accessible knowledge.
xr:d:DAFYgU3BowY:4,j:2409677493,t:23012317

Salesforce Spring ’23 Release: What You Need to Know

Salesforce is flying into the New Year with even more features to enhance your users’ experience in the Spring '23 release.
Five Tips For Selecting A CRM Implementation Partner

Five Tips For Selecting A CRM Implementation Partner

No matter which CRM solution your organization implements, the overall success of the implemented technology is tied directly to your partner.
Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating Mobile Solutions Into Your Marketing Strategy

Incorporating mobile solutions into your nonprofit or higher education marketing strategy is a vital key to modern marketing success.
maximizing Your Advancement Investment with Salesforce

Maximizing Your Advancement Investment with Salesforce

Salesforce represents a shift in the momentum for so many institutions looking to modernize and build for the future of advancement success.