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

Building blocks for PMM

PMM is designed to help nonprofits optimize their services, as well as track the services themselves. Understanding how PMM works is essential to being able to analyze the data collected on programs and services of the nonprofit to show their impact (more about the analysis in Chapter 15, Implementing Analytics Tools for Impact). Think of all the different nonprofits. Programs and services vary significantly based on the organization. PMM is very flexible and offers a unique set of building blocks to adapt to any organization's needs. Let's start by learning about the objects and framework that make up PMM and serve as an extension of the NPSP.

PMM objects

PMM adds eight specific custom Salesforce objects to accommodate program management. The objects are designed to work in conjunction with the standard Salesforce accounts and contacts and, of course, within the Household account model of the NPSP. These objects help define the programs that...