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

Responsible ways to import data

One of the reasons that data gets duplicated is that there are many ways for data to enter a Salesforce system. Data can be instantiated by an Experience Cloud user or a Salesforce user. It can be arriving via an API. It can be manually imported using dataloader.io or other tools you learned about as a Salesforce administrator. Some of those ways may not respect the duplicate and matching rules an administrator has created. And, as we reviewed, the NPSP data architecture is different from the standard Salesforce architecture.

The Nonprofit Cloud Data Import tool

NPSP Data Importer is designed specifically for the task of importing data into NPSP. The standard data import requires several passes. For example, if you're importing new donors and their donations, it can take a minimum of three imports:

  • Accounts (or households)
  • Contacts (or donors)
  • Opportunities (or donations)

All these require the appropriate .csv files...