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

Basic premises and use cases for NPSP

As we learned in Chapter 1, Overview of Nonprofit Cloud, Salesforce was founded on the principle of giving back. One of the simplest and easiest ways to give back was to donate the Salesforce product licenses to registered nonprofits to use. The challenge is that Salesforce was created to help corporations and their sales leaders track leads and opportunities and business relationships. Salesforce is defined as a customer relationship management tool. Nonprofits don't have customers.

Let's explore the pain points nonprofits came across in trying to use Salesforce by comparing corporate versus nonprofit. By looking at the differences in what Salesforce offers businesses and what nonprofits need, we can see the gaps that existed before NPSP. The following table outlines some of these considerations:

Table 2.1 – Comparison of standard Salesforce business use cases versus Salesforce nonprofit use cases...