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

Chapter 13: To Customize or Not to Customize?

Everything we have learned so far has been standard NPSP functionality, configuration of NPSP, or extending the functionality of NPSP. What if none of those options provides the solution the organization needs? To keep technical debt at a minimum and still meet the organization's business process needs, how can we customize NPSP?

Table-Driven Trigger Management (TDTM) is another tool in the structure of NPSP that gives Salesforce administrators more control over what happens and more options to customize the way NPSP works in any given Nonprofit Cloud implementation.

In this chapter, we will learn the following topics:

  • What is TDTM and how is it useful?
  • Disabling triggers using TDTM
  • Creating custom triggers using TDTM
  • Order of execution

TDTM was designed for Salesforce admins so that administrators are not required to rewrite code to disable triggers. However, the triggers that TDTM references are...