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 9: Installing Solutions from Nonprofit Cloud

At last, we are ready to get down to the details of installing solutions from Nonprofit Cloud. Although you may not need every solution for your use case, this chapter will walk you through the installation of the standard solutions available.

By the end of this chapter, you will have this knowledge base:

  • How to install Nonprofit Success Pack (NPSP) or upgrade it to the current version
  • How to install Program Management Module
  • How to install Volunteers for Salesforce
  • How to implement Case Management

As we work through each of these areas, remember how vitally important it is to truly understand the organization and what its goals are with the Nonprofit Cloud implementation. To do this well, you need to understand all the Nonprofit Cloud components we have already discussed and the information about change management and discovery.

In this chapter, when we begin with the installation of NPSP and the...