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

Required configurations for NPSP fundraising

Since you have already installed NPSP in Chapter 9, Installing Nonprofit Cloud Solutions, you will need to complete these additional configurations to adequately set up and test NPSP for your use cases. These steps are required before we can begin to refine what is required:

Note

Whether you are using a new instance or are installing NPSP in an already existing instance of Salesforce, check to make sure the post-installation configuration is done.

  1. Log in to your Salesforce instance and you should be back at the Get Started with NPSP - Admin page.
  2. You can refer to the following screenshot:

Figure 10.1 – Get Started with NPSP – Admin landing page when you log in to Salesforce

Once you are done with this, let's finish up the required configurations.

Opportunity stages

As a Salesforce administrator, you are already familiar with the standard object, Opportunity. In a Salesforce...