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

How to leverage Outbound Funds Module

Outbound Funds Module is another special extension of NPSP because it was community-inspired and created through the Open Source Commons Community sprints. The module was designed to meet the needs of nonprofit organizations that work with grants and scholarships. There are four main areas where Outbound Funds Module is useful:

  • Managing requests for funding
  • Tracking an applicant journey
  • Scheduling payments
  • Maintaining relationships

In Chapter 6, What Else Is Needed from Nonprofit Cloud?, we took a high-level look at the data architecture and use cases of Outbound Funds Module. Now, let's install and configure the module based on some specific use cases.

Installing and configuring Outbound Funds Module

In Chapter 6, What Else Is Needed from Nonprofit Cloud?, we learned that NPSP is not required for Outbound Funds Module to work, unless the connection object, GAU Expenditure, is needed to connect the disbursements...