Accelerating Nonprofit Impact with Salesforce
By :
Accelerating Nonprofit Impact with Salesforce
By:
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)
Preface
Section 1: Get Ready – Learn the Basics of NPSP
Free Chapter
Chapter 1: Overview of Nonprofit Cloud
Chapter 2: What Is NPSP?
Chapter 3: Tracking Impact with Program Management Module
Chapter 4: Automating Case Management for Better Human Services
Chapter 5: Tracking Volunteer Impact
Chapter 6: What Else Is Needed from Nonprofit Cloud?
Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools
Chapter 7: Is Change Difficult for an Organization?
Chapter 8: What Is the Organization Trying to Achieve?
Chapter 9: Installing Solutions from Nonprofit Cloud
Chapter 10: Configuring Fundraising Features
Chapter 11: Configuring Additional Nonprofit Cloud Features and Security
Section 3: Go! – Data for Impact
Chapter 12: Declarative Tools and Modules
Chapter 13: To Customize or Not to Customize?
Chapter 14: Testing and Deployment Strategies
Chapter 15: Implementing Analytics Tools for Impact
Chapter 16: Ongoing Data Management and Best Practices
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