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

Installing Volunteers for Salesforce

Installing V4S is very similar to installing PMM. Let's get started.

Steps for Installing V4S

Go to https://install.salesforce.org/products/v4s/latest and click the blue bar that says Install Volunteers for Salesforce.

This will run the pre-install validation. You will notice that there are four different steps that the installation can take; Install Page Layouts (NPSP) is optional but recommended. Unless you already know that you will not be using the preconfigured page layouts, install all four by clicking the blue Install button.

Figure 9.12 – Options for steps to install V4S using metaDEPLOY

The average installation time is approximately 3 minutes. There are no additional post-install configurations; optional configurations can be found in Chapter 11, Configuring Additional Features and Security.