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 16: Ongoing Data Management and Best Practices

We have covered the basic functionality of Nonprofit Cloud and addressed correlating an organization's needs with the Nonprofit Cloud tools. We practiced implementing those tools and looked at the configurations and customizations needed for some use cases. We've discovered, strategized, tested, and deployed. So now, what's next?

Although this is the last chapter, it is not the least. Managing vast amounts of data coming into a Salesforce instance will be an ongoing process. As with any work, maintenance is an important task that continues after the initial excitement of the project is long gone. We will cover three areas:

  • How to prevent, mitigate, and resolve duplicate data
  • Importing data
  • General best practices, tips, and tricks

In Chapter 2, What Is NPSP?, we studied the architecture of NPSP; in this chapter, we'll use that knowledge to prevent corrupt and duplicate data. Leveraging...