Thought Leadership

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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
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
Why Chatter is Great for Nonprofits

Why Chatter is Great for Nonprofits

Chatter is a social networking tool that lives inside Salesforce and helps people collaborate with colleagues. Here are some ideas for how you can start using
Pre-Checking: Good for Baggage, Bad for Email Opt-In

Pre-Checking: Good for Baggage, Bad for Email Opt-In

In the case of email opting-in, it pays to hold off on pre-checking any opt-in actions. The theory behind this restraint is that constituents should take
Salesforce Analytics 101: Report Types

Salesforce Analytics 101: Report Types

When you’re creating a Salesforce report, the first thing you have to choose, before you even get to the report builder, is the Report Type. The
Is a Salesforce Community the Right Fit for Your Nonprofit?

Is a Salesforce Community the Right Fit for Your Nonprofit?

If you can find value in sharing your Salesforce data with constituents, a Salesforce Community might be right for you! Salesforce Communities expand your database beyond
Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned Gifts: Tips and Tricks for Managing in Salesforce

Planned gifts, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.
Laptop displaying bar charts and papers. Text: 8 TIPS FOR CREATING A GREAT ANNUAL REPORT

8 Tips for Creating a Great Annual Report

The process of developing your organization’s Annual Report should be a satisfying task of reviewing progress toward your goals, deciding on photos and profiles to include,
Theory of Change: Metrics and Monitoring

Theory of Change: Metrics and Monitoring

Theory of Change is an organization’s set of beliefs and hypotheses about how their activities lead to outcomes that contribute to the overall mission and vision

Latest Posts

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
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
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
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
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
Chalkboard with Giving Tuesday checklist. Text: RECAPPING #GIVINGTUESDAY 2020 WITH SALESFORCE SOCIAL STUDIO

Recapping #GivingTuesday 2020 with Salesforce Social Studio

Written by Cloud for Good Team Giving Tuesday, a globally recognized day of giving, falls on the first Tuesday after Thanksgiving. In 2020, the day fell

Silhouetted trees against a twilight sky. Text: SALESFORCE ANNOUNCES RETIREMENT OF NGO CONNECT & WHY YOU SHOULD BE EXCITED

Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited

Written by Cloud for Good Team In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their

Cloudy sky background. Text: CLOUD FOR GOOD ACCEPTED AS A SALESFORCE COMMERCE CLOUD B2C PARTNER

Cloud for Good Accepted As A Salesforce Commerce Cloud B2C Partner

Written by Cloud for Good Team December 1, 2020 [Asheville, NC] – Cloud for Good, a certified B Corp and Salesforce.org 2020 Nonprofit Consulting Partner of

Pumpkins and berries on a wooden table. Text: HAPPY THANKSGIVING FROM CLOUD FOR GOOD

Happy Thanksgiving from Cloud for Good

Written by Cloud for Good Team Cloud for Good has much to be thankful for this year.  Considering the challenges 2020 has thrown everyone’s way, we want to take a moment

Two men smiling. Text: THE FUTURE OF EVENTS

Trailblazers Together: The Future of Events

Written by Cloud for Good Team 2020 has been a year of massive change, and for marketing that has meant finding new, creative ways to engage

Chalkboard and desk items. Text: BREAKING THROUGH THE NOISE THIS #GIVINGTUESDAY

Breaking Through the Noise This #GivingTuesday

Written by Cloud for Good Team On average, your constituents receive around 121 emails every day, including emails from their favorite restaurants, stores, or even meeting