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 Program Management Module (PMM)

For a detailed recap of the functionality of PMM and its use cases, see Chapter 3, Tracking Impact with the Program Management Module. The following diagram shows the data structure of PMM before we begin configuring it:

Figure 11.1 – PMM entity relationship diagram

Wherever you installed NPSP and PMM in Chapter 9, Installing Nonprofit Cloud Solutions, you will need to complete these additional configurations to adequately set up PMM. Upon logging into your Salesforce instance, you should be back at the Get Started with NPSP – Admin page.

Let's complete the required configurations.

Required post-installation configurations

As a Salesforce administrator, you should already be familiar with Profiles and Permission Sets. Post-installation configuration for PMM involves these two settings. Let's take a look at them in more detail.

Profiles

When we installed PMM, Program Management...