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

Recommended configurations for NPSP fundraising features

Now that the required and standard configurations for NPSP fundraising features are complete, the next step is to apply the recommended configurations. Applying some of these configurations will depend on the nonprofit's use case. Let's get started and look at what can be configured.

Helpful list views

One of the most helpful configurations is the list view. Salesforce comes with default list views already created. For Nonprofit Cloud users, the following list views are recommended for Accounts and Opportunity:

The table shows the recommended name of the list view, the record type to be used as a filter (if applicable), and the fields to be included in the list view.

Table 10.4 – Recommended list view names, record types, and included fields for helpful list views

  1. Create the list views from the object list view page.
  2. Click the Accounts object tab.
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