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

Setting up Case Management for NPSP

Case Management is a paid add-on. It works with or without NPSP. The following diagram shows the data architecture for Case Management and how it expands PMM and NPSP:

Figure 11.7 – Case Management extension for the PMM and NPSP data architecture

Setting up Case Management for the first time requires very few steps and is like setting up PMM. Let's take a look:

  1. Assign users the Case Management permission set that comes installed with Case Management.
  2. To refine these permissions, there are three functional permission sets that we can use with similar use cases to the permission sets in PMM. Assign these to the appropriate users:
    • Case Management: Manage
    • Case Management: Deliver
    • Case Management: View
  3. Confirm that users have the correct page layouts assigned to their profiles. Best practice suggests the following:
    • Account layout = Branch page layout
    • Contact layout = Case Management page layout
    • Case layout...