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 Case Management

Because Case Management is a paid product, the licenses for it must be provisioned and available in the Salesforce instance before you begin the installation.

Note

Case Management only works in Lightning Experience, therefore, it is not available in Salesforce Classic.

Once you have confirmed that the Nonprofit Cloud Case Management licenses are available, install Case Management from https://install.salesforce.org/products/case-management/latest/install by clicking the blue button to start the pre-installation validation as done for the previous installs in this chapter.

Figure 9.13 – Case Management installation page

Once the pre-install validation is done, click the blue bar that says Install Nonprofit Cloud Case Management to complete the installation.

Post-installation required configuration

There are only two required post-installation configurations for Case Management.

User access

Grant users...