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 1: Overview of Nonprofit Cloud

Nonprofit Cloud from Salesforce is a collection of applications designed specifically for nonprofit organizations to extend and adapt the power of Salesforce's Customer Relationship Management (CRM). Each nonprofit and charity may have a different mission, specific goals, or even unique measures of success. Consequently, Nonprofit Cloud has a lot of moving parts. Let's start by taking some time to look at the big picture with a high-level overview of the moving parts that make up Nonprofit Cloud. What do these parts or components do? How do they fit into the larger bucket of Nonprofit Cloud and the Salesforce CRM itself? And how do I know which components to use and when? Which components are included as part of the Power of Us donation from Salesforce? And which are paid add-ons?

As a Salesforce administrator, you have already explored the foundation for what we are going to learn. Nonprofit Cloud utilizes all that learning but adds additional layers of flexibility, configuration, and complexity to meet the needs of nonprofits. Understanding Nonprofit Cloud will give you the tools to help nonprofits and charities increase their impact using Salesforce as well as assist in your study for the Nonprofit Cloud Consultant certification.

In this chapter, we're going to cover the following main topics:

  • The making of Nonprofit Cloud
  • Fundraising features
  • Program management features
  • Additional features
  • The making of Nonprofit Cloud

Let's take a quick look at the origins of Nonprofit Cloud and the cornerstone it is built upon – Nonprofit Success Pack.