Thought Leadership

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

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

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

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

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

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

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?

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, or legacy gifts, are something we often discuss with clients who use or are looking to use Salesforce to manage fundraising data and processes.

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 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

Agentforce for Financial Services: What Credit Unions Need to Know

AI in credit unions is no longer a future conversation. At Dreamforce 2026, Salesforce reported Fulton Bank saved 80,000 hours with Agentforce. Nicole Johnson, Cloud for

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Claudeforce, Agentforce, Headless 360, and Slackbot: how the Salesforce AI stack fits together for nonprofits, higher ed, credit unions, and government.

Salesforce in Claude. Claude in Salesforce.

A two-way road. Claude brings the intelligence. Salesforce holds the foundation, the data, and the rules that govern who can touch what. The security comes from

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System

By Cloud for Good Emergency response coordination is one of the most consequential workforce problems in public service. The volume is staggering, the margin for error

When Silence Is the System: Closing the Communication Gaps in Foster Care

Silence has failed the foster care system on both ends. On one end is the person who decided they might be ready to foster a child.

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

Joy Asakawa, Director of Sales, EDU For years, higher education institutions have relied on integration platforms and middleware solutionslike Lingk to move critical data between their

The AI Your Team Will Actually Use Is Already in Slack

AI adoption stalls when tools sit outside the workflow. Here is why Cloud for Good treats Slack as the employee AI productivity layer to start with.

Agentforce for Higher Education: Every Student Deserves a Timely Answer

An admissions officer managing hundreds of inquiries from prospective students. An academic advisor carrying a caseload that makes genuine support nearly impossible. An advancement officer trying to

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out

Agentforce Nonprofit brings purpose-built AI agents into your Salesforce CRM. See how Cloud for Good implements it around your mission, not a template.

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

Administrative overhead consumes nearly 25% of U.S. healthcare spending. Discover how Salesforce Agentforce for Health provides digital labor at scale. Cloud for Good maps out what

5 Tips to Become a Successful Online Student

Written by Cloud for Good Team Colleges and Universities nationwide are moving their curriculums online as a result of the spreading COVID-19 pandemic. While this sudden

Celebrating B Corp Month: A Global Movement

Cloud for Good has been a certified B Corporation since 2013. Read to learn more about how much our employees love being apart of a B

Testing Environment Strategies in Marketing Cloud

Written by Cloud for Good Team Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With

Friends Don’t Let Friends Use Raiser’s Edge – And Here’s Why

Written by Cloud for Good Team In today’s world, no one has a phone with only one installed application and there is a good reason for

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Written by Cloud for Good Team June 18, 2019 [Asheville, NC] – IDG’s Computerworld announces Cloud for Good, a leading technology consulting firm for nonprofit and

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education

Written by Cloud for Good Team April 11, 2019 [Asheville, NC] – Cloud for Good has announced that it has become a Salesforce.org Premium Partner in

Thought Leadership

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Major Donors: Cultivating and Implementing A Salesforce Strategy

Roll Up Your ROI with Campaign Hierarchies

Take Note! Migrating Notes to New Content Notes in Salesforce

Why Chatter is Great for Nonprofits

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

Salesforce Analytics 101: Report Types

Is a Salesforce Community the Right Fit for Your Nonprofit?

Planned Gifts: Tips and Tricks for Managing in Salesforce

8 Tips for Creating a Great Annual Report

Theory of Change: Metrics and Monitoring

Latest Posts

Agentforce for Financial Services: What Credit Unions Need to Know

The Stack Explained: Claudeforce, Agentforce, AIforce, and Slackbot

Salesforce in Claude. Claude in Salesforce.

When Seconds Decide the Outcome: Why Emergency Response Cannot Run on a Blind System

When Silence Is the System: Closing the Communication Gaps in Foster Care

Moving Beyond Point-to-Point Integration: Why Salesforce Is a Powerful Alternative to Lingk for Higher Education

The AI Your Team Will Actually Use Is Already in Slack

Agentforce for Higher Education: Every Student Deserves a Timely Answer

Agentforce Nonprofit: Your Next Team Member Does Not Burn Out

Salesforce Agentforce for Health: What It Is, What It Can Do, and Why It Matters Now

5 Tips to Become a Successful Online Student

Celebrating B Corp Month: A Global Movement

Testing Environment Strategies in Marketing Cloud

Friends Don’t Let Friends Use Raiser’s Edge – And Here’s Why

Cloud for Good Ranks on Computerworld’s Best Places to Work in IT List as the #1 Small Business

Cloud for Good Becomes Global Premium Partner in Nonprofit & Higher Education