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

Nonprofit Success Pack is an open source, managed package provided by Salesforce to facilitate the use of Salesforce CRM by nonprofits. The data architecture is the basis of the fundraising features, program management, and all the additional tools and features available for the Salesforce Nonprofit Cloud.

Understanding the NPSP data model is the first step. NPSP is what nonprofits use to incorporate the nonprofit-to-constituent model into Salesforce alongside the nonprofit-to-business model that is native to Salesforce. This encompasses everything from households to a separate address object to expanded uses of campaigns and opportunities.

Once the NPSP data architecture is in place, incorporating the appropriate fundraising features for the nonprofit's use case is critical to meeting the needs adequately while maintaining as much simplicity and ease of use as possible. The more familiar the feature, the easier it is to stave off complexity.

To recap on the...