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 customizable rollups?

NPSP customizable rollups give us the ability to adapt out-of-the-box NPSP rollups and create new rollups. As a Salesforce administrator, you are familiar with rollup summary fields that roll up information from related records to another record. More than 80 rollup summary fields come already created in NPSP when you install it. However, each organization has specific metrics and business processes they are trying to measure. Customizable rollups provide a way to create a newly defined rollup field and the filter to use on that rollup field:

Note

There are two types of rollups: aggregate rollups, which sum, average, or count data; and single-result operation rollups, which find a specific record that is the smallest, largest, most recent, or oldest.

Figure 12.1 – The donation information and donation totals fields on a contact page are examples of standard rollup fields.

Figure 12.1 – The donation information and donation totals fields on a contact page are examples of standard rollup fields.

What do you do when you need a rollup...