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 is TDTM and how is it useful?

NPSP has many objects that connect with each other, so there are many automations coded into the NPSP package. TDTM provides an admin-friendly declarative interface to reorder coded triggers or to disable triggers entirely. Your first question may be: what is a trigger?

Let's do a quick overview of triggers and how they function.

Triggers are snippets of code that run in response to something that happens and are a part of the programmatic side of NPSP that is Apex code-based. When you do programming with Apex code you can do almost anything within Salesforce as long as the functionality stays within the governor limits. It can also be more performant than declarative tools. However, changes usually require a developer, a sandbox instance, and unit tests.

So, TDTM is really a set of records within an object (trigger handler) managing automations related to triggers. In accordance with best practices, TDTM provides one trigger per object...