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 2: What Is NPSP?

Nonprofit Success Pack, also known as NPSP, is the foundation of Nonprofit Cloud. Its data architecture and native functionality are critical to additional components and implementation. NPSP is the foundation of all of the Nonprofit Cloud fundraising features.

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

  • Basic premises and use cases for NPSP
  • NPSP data architecture
  • Fundraising in NPSP

The goal of this chapter will be to understand how NPSP originated and how its original use cases continue to utilize NPSP. Understanding the architecture of NPSP and the similarities and differences between the Nonprofit Cloud architecture and the standard Salesforce architecture is critical to understanding how a nonprofit's business processes fit into the architecture, along with the fundraising features built into NPSP.