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

What are the best practices for data integrity and security?

The discovery discussions that we provided in Chapter 7, Is Change Difficult for Your Organization?, encompass the security model. This includes profiles and how sharing rules and permission sets are assigned to them. But, wait! There's more. Let's look at additional ways to secure your data.

Multi-factor authentication

Multi-factor authentication (MFA) is the next iteration of two-factor authentication (2FA). Salesforce has made it easy to implement with its Multi-Factor Authentication Assistant, which is built right into Setup. MFA will be available in the Spring 2022 release. Multi-factor means that users prove their identity in multiple ways – a username and password combination, plus an authenticator app:

Figure 11.9 – Multi-Factor Authentication Assistant in Salesforce's setup

As you can see, there is a vast amount of documentation on MFA within the Salesforce...