Book Image

Accelerating Nonprofit Impact with Salesforce

By : Melissa Hill Dees
Book Image

Accelerating Nonprofit Impact with Salesforce

By: Melissa Hill Dees

Overview of this book

Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes. The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack's (NPSP) data architecture is critical to implementation. You’ll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you’ll explore the tools for creating a change management process to increase user adoption. Moving ahead, you’ll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you’ll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity. By the end of this Salesforce book, you’ll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt.
Table of Contents (21 chapters)
1
Section 1: Get Ready – Learn the Basics of NPSP
8
Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools
14
Section 3: Go! – Data for Impact

Chapter 8: What Is the Organization Trying to Achieve?

Once you have worked to create an atmosphere that will welcome change, the next step is to understand the organization's needs, resources, and what they are looking for in critical outcomes. This phase is what many call discovery—that is, discovering as much as possible about the organization and what it wants to accomplish by implementing new technology. Salesforce recommends an adaptive methodology that combines Waterfall and Agile approaches to meet expectations and retain the ability to adapt throughout the project. Here, we will explore the following topics:

  • The iterative interrogative technique of five whys
  • A case study interrogating a mentorship program to confirm the organization's needs
  • A case study to define the organization's critical success factors for the mentoring program
  • A case study defining business processes to capture the organization's needs and critical success...