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 looked at the next steps once Nonprofit Cloud has been implemented, configured, and customized. Data maintenance is an ongoing task that must be done to fully leverage all the functionality of Nonprofit Cloud and NPSP.

Data imports are also a regular task, so we have explored how to make this task simple and accurate with NPSP Data Importer and advanced mapping. Managing technology is an important role for a Nonprofit Cloud consultant; however, managing human expectations is equally important. Knowing how to get users interested, excited, and motivated to use the functionality is a valuable tool for your career.

Nonprofit Cloud is a flexible and robust tool, and now you are well trained in how to use it to do more good. I wish you the best in passing your Nonprofit Cloud Consultant certification and look forward to meeting you in the Trailblazer Community, https://trailhead.salesforce.com/en/trailblazercommunity. And remember:

Automate what can...