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

Defining program processes

After the robust discussions around user stories, MRU are excited to get started implementing their new mentor program using Nonprofit Cloud. Before you start to create a solution, you need a set of directions to make certain that the functionality outlined in the user stories is present in the solution.

First, assign a unique identifier (UID) to each user story. Again, it does not have to be complicated. See the following example:

Mentoring Management system

Table 8.1 – Example of user story numbering and categorizing

Table 8.1 – Example of user story numbering and categorizing

With the user story IDs assigned, we can associate the functional requirements with those user stories. You see how the actual function correlates to the user story in the following example:

Table 8.2 – Example of functional requirements documentation

Table 8.2 – Example of functional requirements documentation

These functional requirements are a road map, especially for those stakeholders who create or configure the systems...