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

First things first: Where do you install NPSP?

The first step for installing NPSP is the decision of where to install it. Here is a quick way to identify what needs to be done next:

Figure 9.1 – Where to install NPSP decision chart

Let's walk through the thought process for where to install NPSP by following these recommendations:

  1. Does a Salesforce instance already exist?

If the answer is No, create a new Salesforce trial instance with NPSP already installed. The 30-day free trials are available at https://www.salesforce.org/trial/npsp/. Then you can skip to the section on configuring NPSP in your Salesforce instance.

  1. If you already have a Salesforce instance, there are additional questions that need to be answered before you create a sandbox and install the latest version of NPSP:
    1. Have you enabled My Domain?

You must enable My Domain before you install NPSP.

  1. Is your Salesforce instance an Enterprise edition...