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

V4S configurations for staff and volunteers

As we explore the configurations that are available for staff and volunteers in V4S, let's review the underlying data structure, which consists of Contacts, Leads, Campaigns, Volunteer Jobs, Volunteer Shifts, Volunteer Hours, Job Recurrence Schedules, and Volunteer Recurrence Schedules:

Figures 11.8 – The V4S data architecture

From here, we can begin to configure specific aspects of V4S based on the business processes of the organization.

Leveraging volunteer skills

Volunteer skills are an important part of matching the right volunteer to the right job. Matching those volunteers to the right time slot is also important. Volunteer Skills are picklist values in the Contact and Lead objects. Adding new skills that you can choose from is as easy as updating those two fields. Although you may think that updating the Availability field is also a good plan – it isn't!

In the next section...