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

Apply matching gifts to donations

Matching gifts are a fundraiser's best friend. It's like shopping with buy one, get one free. It's the easiest money you can possibly raise. How do you track all the lovely donations that come in with the possibility of a matching gift? And, when that matching gift arrives, how do you make certain the right donor gets credited? Let's get started on learning more about matching gifts.

Confirm the matching gifts configuration

Depending on when your Salesforce instance was created, these configurations may already be in place. Be sure to confirm each step:

  1. First, be aware that matching gifts uses standard objects that are already available: Opportunity, Opportunity Contact Role, Account, and Contact. Configuration is quick and simple.
  2. Second, we configure soft credits, as we did in Chapter 10, Configuring Fundraising Features.
  3. Third, add the matching gift fields in Accounts, Contacts, and Opportunities. The fields...