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CLOUD FOR GOOD
Cloud for Good. 367 subscribers. Subscribe. Fundraising at Scale: How Salesforce Helped the CDC Foundation Raise More Funds. Info. Shopping. Tap to unmute. If playback doesn't begin shortly, try restarting your device. More videos. IN SALESFORCE WHO IS THE SITE GUEST USER? The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible. You can also selectively display data through this user, if desired. The Site Guest User is no one and everyone at thesame time.
WHAT CAN SALESFORCE DO FOR EDUCATION? Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically, Salesforce has revolutionized the way campuses are connected through their technology.. This revolution has provid ed institutions with a 360 degree view of their faculty, students, parents, alumni, and donors, which has helped usher in a new era HOW TO GET THE MOST FROM THE EDUCATION SUMMIT Tips to Getting the Most From This Virtual Event. Tip 1: Take advantage of this being a FREE virtual event. There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. 8 TIPS FOR CREATING A GREAT ANNUAL REPORT 2. Mix up your elements. Readability is a major goal for an effective Annual Report. Break up the elements you include to keep readers’ interest. Photos with one or two people featured are great. It’s highly recommended that the photos be of your own constituents, staff,events, or
5 FUNDRAISING PROCESSES YOU SHOULD TRACK IN SALESFORCE 5 Fundraising Processes You Should Track in Salesforce. Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Juggling the various tasks of a development officer can be overwhelming to say the least, but every day CHANGE MANAGEMENT: UNDERSTANDING THE TYPE AND DRIVERS OF Understanding these drivers can help you identify what type of change you are dealing with. This is crucial because if there is misalignment internally, or miscommunication about the scope or need for change, it can make the process of executing that change difficult for all involved. Anderson and Anderson (2001) identify 7 primary drivers of SALESFORCE ANNOUNCES RETIREMENT OF NGOC Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited. In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great start for NGOC customers to become a more formal part of the SalesforceCommunity with
USING SALESFORCE FOR PERFORMANCE MONITORING AND PROGRAM Using Salesforce for performance monitoring is really a matter of using functionality that already exists within Salesforce and 3 rd party applications and getting the configuration right. As with many Salesforce builds, you might think about the reports first and work backwards from there. In the case of performance management, considerthe
WHY A SYSTEM ADMINISTRATOR PROFILE IS NOT FOR EVERYONE Giving everyone the system administrator is an easy way to ensure users have an ‘all access’ pass to Salesforce. It is, however, dangerous. Assigning the System Administrator profile to a user in Salesforce is like granting that user a series of super-powers. The system administrator has access to nearly everything in Salesforce.CLOUD FOR GOOD
Cloud for Good. 367 subscribers. Subscribe. Fundraising at Scale: How Salesforce Helped the CDC Foundation Raise More Funds. Info. Shopping. Tap to unmute. If playback doesn't begin shortly, try restarting your device. More videos. IN SALESFORCE WHO IS THE SITE GUEST USER? The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible. You can also selectively display data through this user, if desired. The Site Guest User is no one and everyone at thesame time.
WHAT CAN SALESFORCE DO FOR EDUCATION? Salesforce technology is the engine of innovation for over 150K companies across industries and sectors. For the education space, specifically, Salesforce has revolutionized the way campuses are connected through their technology.. This revolution has provid ed institutions with a 360 degree view of their faculty, students, parents, alumni, and donors, which has helped usher in a new era HOW TO GET THE MOST FROM THE EDUCATION SUMMIT Tips to Getting the Most From This Virtual Event. Tip 1: Take advantage of this being a FREE virtual event. There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. 8 TIPS FOR CREATING A GREAT ANNUAL REPORT 2. Mix up your elements. Readability is a major goal for an effective Annual Report. Break up the elements you include to keep readers’ interest. Photos with one or two people featured are great. It’s highly recommended that the photos be of your own constituents, staff,events, or
5 FUNDRAISING PROCESSES YOU SHOULD TRACK IN SALESFORCE 5 Fundraising Processes You Should Track in Salesforce. Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Juggling the various tasks of a development officer can be overwhelming to say the least, but every day CHANGE MANAGEMENT: UNDERSTANDING THE TYPE AND DRIVERS OF Understanding these drivers can help you identify what type of change you are dealing with. This is crucial because if there is misalignment internally, or miscommunication about the scope or need for change, it can make the process of executing that change difficult for all involved. Anderson and Anderson (2001) identify 7 primary drivers of SALESFORCE ANNOUNCES RETIREMENT OF NGOC Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited. In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great start for NGOC customers to become a more formal part of the SalesforceCommunity with
USING SALESFORCE FOR PERFORMANCE MONITORING AND PROGRAM Using Salesforce for performance monitoring is really a matter of using functionality that already exists within Salesforce and 3 rd party applications and getting the configuration right. As with many Salesforce builds, you might think about the reports first and work backwards from there. In the case of performance management, considerthe
WHY A SYSTEM ADMINISTRATOR PROFILE IS NOT FOR EVERYONE Giving everyone the system administrator is an easy way to ensure users have an ‘all access’ pass to Salesforce. It is, however, dangerous. Assigning the System Administrator profile to a user in Salesforce is like granting that user a series of super-powers. The system administrator has access to nearly everything in Salesforce. LIFE AFTER LUMINATE CRM: MOVING FORWARD WITH THE NONPROFIT It’s official: Blackbaud will shut down and cease all support for Luminate CRM (LCRM) on June 30, 2022. While this information might not come as a surprise, there is a clear path forward for your technology strategy as it relates to managing your constituents. WHAT TO EXPECT FROM THE SUMMER '21 RELEASE There are several new, exciting tools for Salesforce Administrators in the Salesforce Summer ’21 Release, such as Learning Paths and the Active Licenses tab. Additionally, there are enhancements to allow for easier customization, such as the Dynamic Actions Bar.And, of course, with each new release, there is even more functionality added to FlowBuilder.
MS EXCEL TOOLS FOR SALESFORCE Originally a free app, Enabler4Excel is now a paid application. It is a true combination of the Excel Connector and the Salesforce for Excel applications. It allows users to embed one or more Salesforce reports into an Excel workbook or you can create your own queries to extract data directly into Excel. Once the data is in Excel, you can edit BEST PRACTICES FOR STORING SUBSCRIPTION PREFERENCES IN Option 3: Junction Object Model. This option involves adding two custom objects in your Salesforce instance. One acts as the master subscription record, where we store details about that subscription. The other acts as the individual Contact subscription record. Each Contact will have a record for each subscription they have, which is alookup
HOW TO MANAGE VOLUNTEERS WITH SALESFORCE V4S is an application for volunteer management that has helped transform many nonprofit organizations worldwide. It has been designed to help you manage all aspects of your organization’s volunteer management needs from initial volunteer sign-up to reporting on volunteer hours. Not only does it help with the management of yourvolunteers
TESTING ENVIRONMENT STRATEGIES IN MARKETING CLOUD Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud) each account typically comes with an option to create a separate sandbox, where development can occur outside of the production Sales Cloud environment. However, Marketing Cloud sandboxes are limited, rarely SALESFORCE DATA MIGRATION: DEMANDTOOLS Demand Tools includes several “functions” that make the comparisons more intelligent. For example, the First Name function will check to see if one is a shortened or alternate version of the other (equating Chris to Christopher, Liz to Elizabeth, and Joe to Joey or Joseph). There are similar functions for Zip, Phone and StreetAddress.
QUESTIONS TO ASK BEFORE YOUR NEXT DATA MIGRATION What are the underlying data implications? What compromises can you make to simplify the data migration? Should you consider excluding records based on such factors as: Excluding the migration of contacts older than 10 years? Removing custom fields that are only used by a handful of records? What new data/functionality do you need tosupport?
SALESFORCE REQUIREMENTS GATHERING Simplify Salesforce Requirements Gathering with Use Cases. September 1, 2015. Jami Rutherford. One of the most important steps in a Salesforce implementation, whether you’re working with an implementation consultant or configuring the system yourself, is defining your requirements. Without clearly defining what the systemneeds to do, it’s
WHY A SYSTEM ADMINISTRATOR PROFILE IS NOT FOR EVERYONE Giving everyone the system administrator is an easy way to ensure users have an ‘all access’ pass to Salesforce. It is, however, dangerous. Assigning the System Administrator profile to a user in Salesforce is like granting that user a series of super-powers. The system administrator has access to nearly everything in Salesforce.CLOUD FOR GOOD
Cloud for Good. 367 subscribers. Subscribe. Fundraising at Scale: How Salesforce Helped the CDC Foundation Raise More Funds. Info. Shopping. Tap to unmute. If playback doesn't begin shortly, try restarting your device. More videos. IN SALESFORCE WHO IS THE SITE GUEST USER? The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible. You can also selectively display data through this user, if desired. The Site Guest User is no one and everyone at thesame time.
HOW TO GET THE MOST FROM THE EDUCATION SUMMIT Tips to Getting the Most From This Virtual Event. Tip 1: Take advantage of this being a FREE virtual event. There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. 8 TIPS FOR CREATING A GREAT ANNUAL REPORT 2. Mix up your elements. Readability is a major goal for an effective Annual Report. Break up the elements you include to keep readers’ interest. Photos with one or two people featured are great. It’s highly recommended that the photos be of your own constituents, staff,events, or
HOW TO MANAGE VOLUNTEERS WITH SALESFORCE V4S is an application for volunteer management that has helped transform many nonprofit organizations worldwide. It has been designed to help you manage all aspects of your organization’s volunteer management needs from initial volunteer sign-up to reporting on volunteer hours. Not only does it help with the management of yourvolunteers
5 FUNDRAISING PROCESSES YOU SHOULD TRACK IN SALESFORCE 5 Fundraising Processes You Should Track in Salesforce. Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Juggling the various tasks of a development officer can be overwhelming to say the least, but every day BEST PRACTICES FOR STORING SUBSCRIPTION PREFERENCES IN Option 3: Junction Object Model. This option involves adding two custom objects in your Salesforce instance. One acts as the master subscription record, where we store details about that subscription. The other acts as the individual Contact subscription record. Each Contact will have a record for each subscription they have, which is alookup
SALESFORCE ANNOUNCES RETIREMENT OF NGOC Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited. In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great start for NGOC customers to become a more formal part of the SalesforceCommunity with
CHANGE MANAGEMENT: UNDERSTANDING THE TYPE AND DRIVERS OF Understanding these drivers can help you identify what type of change you are dealing with. This is crucial because if there is misalignment internally, or miscommunication about the scope or need for change, it can make the process of executing that change difficult for all involved. Anderson and Anderson (2001) identify 7 primary drivers of TESTING ENVIRONMENT STRATEGIES IN MARKETING CLOUD Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud) each account typically comes with an option to create a separate sandbox, where development can occur outside of the production Sales Cloud environment. However, Marketing Cloud sandboxes are limited, rarelyCLOUD FOR GOOD
Cloud for Good. 367 subscribers. Subscribe. Fundraising at Scale: How Salesforce Helped the CDC Foundation Raise More Funds. Info. Shopping. Tap to unmute. If playback doesn't begin shortly, try restarting your device. More videos. IN SALESFORCE WHO IS THE SITE GUEST USER? The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible. You can also selectively display data through this user, if desired. The Site Guest User is no one and everyone at thesame time.
HOW TO GET THE MOST FROM THE EDUCATION SUMMIT Tips to Getting the Most From This Virtual Event. Tip 1: Take advantage of this being a FREE virtual event. There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. 8 TIPS FOR CREATING A GREAT ANNUAL REPORT 2. Mix up your elements. Readability is a major goal for an effective Annual Report. Break up the elements you include to keep readers’ interest. Photos with one or two people featured are great. It’s highly recommended that the photos be of your own constituents, staff,events, or
HOW TO MANAGE VOLUNTEERS WITH SALESFORCE V4S is an application for volunteer management that has helped transform many nonprofit organizations worldwide. It has been designed to help you manage all aspects of your organization’s volunteer management needs from initial volunteer sign-up to reporting on volunteer hours. Not only does it help with the management of yourvolunteers
5 FUNDRAISING PROCESSES YOU SHOULD TRACK IN SALESFORCE 5 Fundraising Processes You Should Track in Salesforce. Fundraising is hard work. It requires excellent relationship-building skills, a strong understanding of the funding landscape in your community, and strategic decision-making. Juggling the various tasks of a development officer can be overwhelming to say the least, but every day BEST PRACTICES FOR STORING SUBSCRIPTION PREFERENCES IN Option 3: Junction Object Model. This option involves adding two custom objects in your Salesforce instance. One acts as the master subscription record, where we store details about that subscription. The other acts as the individual Contact subscription record. Each Contact will have a record for each subscription they have, which is alookup
SALESFORCE ANNOUNCES RETIREMENT OF NGOC Salesforce Announces Retirement of NGO Connect & Why You Should Be Excited. In January 2019, Salesforce made the decision to acquire roundCorner, bringing NGO Connect (NGOC), Foundation Connect, and roundData into their product offerings. This was a great start for NGOC customers to become a more formal part of the SalesforceCommunity with
CHANGE MANAGEMENT: UNDERSTANDING THE TYPE AND DRIVERS OF Understanding these drivers can help you identify what type of change you are dealing with. This is crucial because if there is misalignment internally, or miscommunication about the scope or need for change, it can make the process of executing that change difficult for all involved. Anderson and Anderson (2001) identify 7 primary drivers of TESTING ENVIRONMENT STRATEGIES IN MARKETING CLOUD Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud) each account typically comes with an option to create a separate sandbox, where development can occur outside of the production Sales Cloud environment. However, Marketing Cloud sandboxes are limited, rarely SERVICES - CLOUD FOR GOOD SERVICES SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Cloud for Good is Your trusted Salesforce Implementation Partner Cloud for Good is a Salesforce.org Premier Partner that works exclusively with nonprofits and educational institutions to create and implement strategic Salesforce solutions. Our solutions include fundraising, mission management, ABOUT | CLOUD FOR GOOD About Us SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE It’s All about YOUR MISSION Cloud for Good is a certified B Corporation and a Premium Salesforce.Org Partner specializing in donor management, case management, and marketing automation implementations for nonprofit organizations and higher education institutions. With over 2,000 implementations completed,MEET THE CLOUD TEAM
Through cloud technology tools and a focus on Constituent Relationship Management (CRM) and Performance Management, our mission is to help realize and deliver the specific visions for nonprofit organizations and higher education institutions. More than just a consulting firm, Cloud for Good is YOUR partner in Salesforce success. CLOUD FOR GOOD IS THE SALESFORCE.ORG PARTNER OF THE YEAR June 3, 2021 – Cloud for Good has been recognized as the 2021 Salesforce.org Premium Partner of the Year, Nonprofit AMER for the third consecutive year, and the Salesforce.org Premium Partner of the Year, Education AMER for the very first time. Both awards were presented during Unite, the Salesforce.org virtual Partner Summit onMay 27, 2021.
TIM LOVE, DIRECTOR OF SALES, NONPROFIT The Cloud Team SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE. Tim Love, Director of sales, Nonprofit Mount Gretna, Pennsylvania Tim Love brings over 18 years of sales experience with a technology focus to his role as Director of Sales NPO at Cloud for Good. Over the last decade, Tim PARTNERS | SALESFORCE PREMIUM PARTNER | CLOUD FOR GOOD Cloud for Good is proud to work with partners who contribute to the success of our higher education + nonprofit Salesforceimplementations.
HOW TO GET THE MOST FROM THE EDUCATION SUMMIT Tips to Getting the Most From This Virtual Event. Tip 1: Take advantage of this being a FREE virtual event. There are six different tracks that you can choose from for the Education Summit, including Increase Recruitment & Admissions, Student Experience, Advancement, Digital Transformation, Institution Operations, and Marketing. TESTING ENVIRONMENT STRATEGIES IN MARKETING CLOUD Many Salesforce Marketing Cloud users look to create a testing environment much like what exists with Sales Cloud CRM. With the Salesforce CRM (a.k.a. Sales Cloud) each account typically comes with an option to create a separate sandbox, where development can occur outside of the production Sales Cloud environment. However, Marketing Cloud sandboxes are limited, rarely QUESTIONS TO ASK BEFORE YOUR NEXT DATA MIGRATION What are the underlying data implications? What compromises can you make to simplify the data migration? Should you consider excluding records based on such factors as: Excluding the migration of contacts older than 10 years? Removing custom fields that are only used by a handful of records? What new data/functionality do you need tosupport?
USING SALESFORCE FOR PERFORMANCE MONITORING AND PROGRAM Using Salesforce for performance monitoring is really a matter of using functionality that already exists within Salesforce and 3 rd party applications and getting the configuration right. As with many Salesforce builds, you might think about the reports first and work backwards from there. In the case of performance management, considerthe
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FROM A COMPLETE MANAGED PACKAGE TO THE FREEDOM OF HEDA With their industry expertise, Cloud for Good is always thinking ahead and preparing us not only for our own growth within the platform but also set us up to best optimize all new features and tools released within Education Cloud.”Read their story
CASE MANAGEMENT AND IMPROVED CLIENT COMMUNICATIONS Few, if any, other organizations that serve homeless people have this type of intelligence. We outlined our goals to end homelessness and Cloud for Good has assisted us in transforming the way we interact with the clients we serve.” CONNECTING THE SALESFORCE CLOUDS TO DELIVER MORE SERVICES Before the implementation, our thinking was that every individual belonged to a specific department because they were the ones who communicated with them. Today, we look at individuals as Common Sense Media constituents vs. the development constituent or programconstituent.”
CREATING EFFICIENT PROSPECTING THROUGH SALESFORCE “We would have never gotten as far as we did without Cloud for Good’s help. It’s amazing how our consultants have been able to understand our process and help translate them into Salesforcefunctionality.”
Read their story
CREATING THE NEXT GENERATION OF VISITOR EXPERIENCE Cloud for Good’s implementation has helped us to redefine the way we use and interact with our technology.” FROM A COMPLETE MANAGED PACKAGE TO THE FREEDOM OF HEDA With their industry expertise, Cloud for Good is always thinking ahead and preparing us not only for our own growth within the platform but also set us up to best optimize all new features and tools released within Education Cloud.”Read their story
CASE MANAGEMENT AND IMPROVED CLIENT COMMUNICATIONS Few, if any, other organizations that serve homeless people have this type of intelligence. We outlined our goals to end homelessness and Cloud for Good has assisted us in transforming the way we interact with the clients we serve.” CONNECTING THE SALESFORCE CLOUDS TO DELIVER MORE SERVICES Before the implementation, our thinking was that every individual belonged to a specific department because they were the ones who communicated with them. Today, we look at individuals as Common Sense Media constituents vs. the development constituent or programconstituent.”
CREATING EFFICIENT PROSPECTING THROUGH SALESFORCE “We would have never gotten as far as we did without Cloud for Good’s help. It’s amazing how our consultants have been able to understand our process and help translate them into Salesforcefunctionality.”
Read their story
CREATING THE NEXT GENERATION OF VISITOR EXPERIENCE Cloud for Good’s implementation has helped us to redefine the way we use and interact with our technology.” FROM A COMPLETE MANAGED PACKAGE TO THE FREEDOM OF HEDA With their industry expertise, Cloud for Good is always thinking ahead and preparing us not only for our own growth within the platform but also set us up to best optimize all new features and tools released within Education Cloud.”Read their story
CREATING THE NEXT GENERATION OF VISITOR EXPERIENCE Salesforce gives us a complete view of our constituents: who is in their households; who are their social and business networks; to what and how much they have donated; which events and programs they have attended; and every other way they have interacted with the Aquarium or its staff. We are thrilled to have created the next generation of visitor experience enabled by a seamless integration with our Ticketing System.” FROM A COMPLEX MANAGED PACKAGE TO THE FREEDOM OF HEDA With their industry expertise, Cloud for Good is always thinking ahead and preparing us not only for our own growth within the platform but also set us up to best optimize all new features and tools released within Education Cloud.”Read their story
CASE MANAGEMENT AND IMPROVED CLIENT COMMUNICATIONS Few, if any, other organizations that serve homeless people have this type of intelligence. We outlined our goals to end homelessness and Cloud for Good has assisted us in transforming the way we interact with the clients we serve.” CONNECTING THE SALESFORCE CLOUDS TO DELIVER MORE SERVICES Before the implementation, our thinking was that every individual belonged to a specific department because they were the ones who communicated with them. Today, we look at individuals as Common Sense Media constituents vs. the development constituent or programconstituent.”
CREATING EFFICIENT PROSPECTING THROUGH SALESFORCE “Cloud for Good knew exactly what we needed after our discovery calls. They understood the importance of complying with industry regulations and used every tool available in Salesforce to make thathappen.”
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Whether you are new to Salesforce or are looking to optimze your current Salesforce environment, Cloud for Good is here to help. Our Nonprofit Solutions are completely customizable and will meet all of the unique needs of your organization. Once Salesforce is implemented at your nonprofit organization, you will gain access to donation and grant management, program management, social media and marketing tracking tools, custom reports, and so much more. Choose Cloud for Good as your trusted nonprofit Salesforce implementation partnertoday.
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HIGHER EDUCATION SOLUTIONS Are you looking for an easy to use, all-in-one solutions to track recruitment and admissions, marketing, donors, manage departments, manage advising, and more? We are your trusted higher education Salesforce implementation partner. Through our higher education solutions, we can create custom Salesforce implementation plans based on the specific needs of your insitution. Choose the cloud and start enjoying, 24/7 accesdibility to information, a comprehensive database with all applicants, current students, alumni, donors, and event, andso much more!
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