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 explored what TDTM is and how it works with Nonprofit Cloud and the larger Salesforce instance to give you more granular control over how triggers fire in NPSP. TDTM allows triggers to be turned off, either permanently or temporarily, for some or all users. TDTM allows triggers to be reordered. TDTM also allows new triggers, or custom code, to be created and placed in the appropriate order within the order of execution.

The order of execution is a critical piece of every Salesforce puzzle. With the added functionality that Nonprofit Cloud brings, the order of execution becomes even more important. Understanding where in the order of execution does the before and after triggers happen helps guide the use of TDTM. There is additional information listed in the Resources and additional reading section at the end of the chapter with a variety of ways to learn and remember the order of execution.

We have learned about planning a Nonprofit Cloud implementation...