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

Configuring fundraising features for specific use cases

As of the time of publication of this book, NPSP offers 20 different features that can be configured for specific use cases. The features are listed here. We are going to look at the most common features used in fundraising:

Table 10.5 – Fundraising features available in NPSP

Of these features, the most commonly used are as follows:

  1. Automated and manual soft credits
  2. Donation allocations
  3. Gift entry
  4. Recurring donations

Let's address configuring each of these in the next section.

Configuring automated and manual soft credits

In Chapter 2, What Is NPSP?, we discussed soft credits to track a donor's influence on donations that are made to the nonprofit. We outlined a situation where Diana, a board member with a nonprofit, donates to the nonprofit. Her employer matches her donation. For the donation from the employer, Diana should receive soft...