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Accelerating Nonprofit Impact with Salesforce

Accelerating Nonprofit Impact with Salesforce

By : Melissa Hill Dees
5 (7)
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Accelerating Nonprofit Impact with Salesforce

Accelerating Nonprofit Impact with Salesforce

5 (7)
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)
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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 11: Configuring Additional Nonprofit Cloud Features and Security

In Chapter 9, Installing Nonprofit Cloud Solutions, we installed NPSP and the additional features that are available for PMM and V4S. In Chapter 10, Configuring Fundraising Features, we configured the fundraising features for NPSP. In this chapter, we will finish configuring PMM and V4S. Although we may not perform every configuration in detail, we will walk through the configurations for the most common use cases. Case Management is a paid add-on for PMM where we will make these configurations.

After completing this chapter, you will know about the following:

  • Configuring permission sets in PMM
  • Implementing configurations in V4S for volunteers and staff
  • Setting up Case Management

The last two sections in this chapter will be about data management and security and any additional permissions considerations that are relevant to implementing Nonprofit Cloud. Here, we will do the following...

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