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Adding it Up: Understanding Roll-Up Summary Fields
Roll-up summaries are a powerful tool within Salesforce to help you analyze your data without running a summary report. They can give you data specific to
Let’s say you’re already tracking donations in Salesforce, and everything is going smoothly. But now a donor wants to make an in-kind gift to your organization.
Though we’d all love for all vendors to have seamless integrations with Salesforce, the truth is some of the vendors nonprofits works with do not. When
Make Those Moves and Track Them Too: Salesforce Moves Management
Moves management is the process of moving a prospective donor from cultivation to solicitation. Learn how your Salesforce database can provide an essential backbone for your
As a solo administrator, you’re a lone wolf, but it’s a big, dangerous world out there. The time to get smarter about managing your organization’s data
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
Salesforce fields are so important to a successful implementation, yet you may completely forget to really think critically about these “building blocks” of your CRM. A
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
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
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
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
CARE + Cloud for Good: A Trusted Long-Term Partnership in Technology Transformation
Cloud for Good has been privileged to build a strong longstanding relationship with CARE and be CARE’s trusted partner on technology needs, support its long-term success
Why Cloud for Good is Excited About Salesforce Data Cloud for Direct Response Customers
For years, nonprofits have relied on data warehouses to manage the large volumes of data required for effective direct mail campaigns, but now Salesforce has us
Managing Change in a Federated Organizational Model
The success of championing change and adopting and using new technologies depends on prioritizing and embracing change management, but federated organizations face unique challenges when it
Salesforce Summer ‘24 Release: What You Need to Know
Salesforce has launched its newest release, packed with updates aimed at enhancing your user experience and supercharging your Salesforce instance. We’ve read through all of the
Dream Big in Education With CRM + AI + Data + Trust: Education Summit 2024 Innovation Keynote Highlights
Cloud for Good experts at the 2024 Salesforce Education Summit in San Diego joined the summit's innovation keynote. Here are the highlights from the keynote.
Our Point of View About Salesforce’s Nonprofit Cloud and Education Cloud
As we continue to work with the Nonprofit and Education Clouds and Salesforce continues to develop and release features, we wanted to provide a look at
