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

How does the organization define success?

In Chapter 7, Is Change Difficult for Your Organization?, we covered the definition of success viewed from Vision, Values, Methods, Obstacles, and Measures (V2MOM) and the organization's alignment. We also talked about SMART metrics: Specific, Measurable, Achievable, Relevant, Timely.

In this section, the success we want to define is the success of the Nonprofit Cloud implementation itself. The Agile process promotes continual and iterative improvements. How do you and the organization know when the implementation is finished?

Everything we have discussed in this chapter so far helps with defining the success of the project. Using the five whys methodology, you should be able to eliminate assumptions and get to the root causes of problems. Creating user stories with the team brings into focus the goals for the implementation. The acceptance criteria associated with the user stories are what is used to test for the successful...