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 learned how to bring all the data that has been collected together and relate it in ways that help a nonprofit increase its impact. Reports are the primary building blocks for this. Dashboards enhance the user interface with data to make it easy to see, read, and recognize trends, data skews, and other decision-making points that executives may need. We also learned that Tableau is the premier data visualization tool for doing this.

At this point, you should be familiar with the standard reports and dashboards that are part of NPSP. As a Salesforce administrator, you learned how to customize existing reports and create new report types. Understanding the data schema of NPSP itself gives you the knowledge to customize and create reports and dashboards for NPSP and its related modules, such as V4S and PMM.

Tableau is an immense and robust product and in this chapter, we saw a very high-level overview of how it might be leveraged for nonprofits and in...