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

Preventing duplication

As a certified Salesforce administrator, you are aware of the Matching and Duplicate rules available in Salesforce, which can be found by navigating to Setup > Data > Duplicate Management. NPSP adds a matching rule named NPSP Contact Personal Email Match.

This matching rule sets the HomeEmail field and the LastName field as the unique identifiers, along with a fuzzy match of the first name:

Figure 16.1 – The standard NPSP matching rule for contacts

If the nonprofit needs more stringent or less restrictive matching rules for contacts, this rule can be cloned and reconfigured.

Note

When the standard NPSP Contact Personal Email Match rule is activated, the standard account, contact, and lead matching rules are deactivated. Therefore, there is no standard NPSP matching rule for accounts.

Once you have the matching rules configured as you need them, it's time to add the matching rule to the appropriate duplicate...