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

Starting with a 30-day trial Salesforce instance and NPSP

To get started, go to https://www.salesforce.org/trial/npsp/ and fill in the required information. You will receive an email for the new trial you have created; click to verify and reset your password and password hint. The new Salesforce instance will open at the Get Started with NPSP – Admin page.

Figure 9.3 – Sample landing page when logging into a new Salesforce Nonprofit Cloud instance

Whether you are using a new instance as just created or whether you are installing NPSP in an already existing instance of Salesforce, check to make sure that the post-installation configuration is done. We will come back to this interesting-looking page in Chapter 10, Configuring Fundraising Features.

Permissions configurations

First, you will need to grant the appropriate access to manage the NPSP settings. Add the following system permissions to the profile that will be managing the NPSP Settings...