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

Visualizing data

As we mentioned previously regarding reports and dashboards, all the work we've done so far in Nonprofit Cloud has been to ensure that we have accurate data and are collecting the appropriate data. We have used Nonprofit Cloud to connect to, organize, and scale nonprofit programs and services.

In August 2019, Salesforce acquired Tableau, which is considered the number one analytics platform available. The Tableau Foundation, like the Salesforce Foundation before it, donates Tableau Desktop to small nonprofits and NGOs. Simply apply for the licensing at https://www.tableau.com/foundation/license-donations.

Tableau allows nonprofits to see, or visualize, data that can help nonprofit users see trends or outliers, highlighting what the data is saying. Depending on your data, you can learn more about the behavior of donors and program recipients. Or perhaps your focus is on tracking and reporting on impact. Let's learn how to leverage Tableau to visualize...