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 14: Testing and Deployment Strategies

We have learned so much about what is available from Nonprofit Cloud, how to analyze what is needed, and how to implement the tools available. But wait! There is more. Your testing and deployment strategies are as important as the configuration. Testing and deployment strategies are a part of a larger project. Here, we want to address some specific information (as a reminder) when you get to this step in the process.

Testing is multifunctional in a Salesforce instance. As a Salesforce administrator, you know that code coverage is critical for a successful implementation. User Acceptance Testing (UAT) is also important to ensure the adoption of what you have implemented. As testing is done, you may need to iterate and update. Deploying the finished Nonprofit Cloud implementation with its configurations and customizations is the culmination of the entire project.

In this chapter, we will learn how to end the project well by learning...