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

Summary

In this chapter, we have configured customizable rollups, applied matching gifts, and explored the grantmaking capabilities of Outbound Funds Module. Each of these is unique and individual and is called for in the specific use cases we discussed in this chapter.

Salesforce releases updates for standard functionality such as customizable rollups and matching gifts every two weeks, and new features are released three times per year. Open Source Commons applications such as Outbound Funds Module may require some manual updates, since it is not a standard part of the Nonprofit Cloud package. This is where your skills as a Salesforce administrator are important as well.

Throughout the previous chapters, what we have done is configuration. In Chapter 13, To Customize or Not to Customize, the emphasis will be less on configuration and more on customizing Salesforce itself, using the TDTM, including disabling code or creating custom code. As a part of this process, we will review...