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 10: Configuring Fundraising Features

In Chapter 9, Installing Nonprofit Cloud Solutions, we installed NPSP and did the required configurations for everything except the fundraising features.

Why did we do so? We did this because fundraising is at the very heart of NPSP. There are many ways to configure NPSP, as can be seen from the variety of use cases we have already discussed. Although we may not cover every configuration in detail, in this chapter, we will walk through the configurations of the most common use cases.

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

  • How to implement the required configurations in NPSP for fundraising
  • How to implement the recommended configurations in NPSP for fundraising
  • How to configure the most commonly used NPSP features for fundraising
  • Use cases for other commonly used NPSP fundraising features

As we work through each of these areas, it is a good practice to remember how vitally...