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

Best practices, tips, and tricks

Helping your users understand how important it is to maintain the integrity of your data is critical. It really is a team effort to leverage Nonprofit Cloud to get the highest return on your investment. Good data hygiene will protect an organization's investment and return information via reports and dashboards or tableau for more impact on the social issues that the nonprofit is tackling.

Get your users on board

For all the work that you do in Salesforce, your users probably do much more. They are constantly creating new data and updating existing data. Make it easy for them.

Set the matching rules and duplicate rules so that users are easily alerted when they start to create a record that may be a duplicate. Configuring the settings to alert users to duplicates when they edit records can also help with ongoing maintenance and data hygiene. Merging a duplicate record as it is discovered allows distribution of the hygiene duties.

Note...