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

How the PMM functionality works

The use cases for program management are as varied and different as the nonprofits and their programs themselves. Let's consider a fictional organization called The Neighbors. Their mission is as follows:

"To help people in our zip code build economically sustainable lives by meeting an immediate need to prevent hunger and homelessness, connecting neighbors to wider community support services, and offering training to help neighbors build skills for better employment prospects and personal/family management."

As a first step, The Neighbors nonprofit went through a discovery process to better understand their business processes, their metrics for success, and what data is required to be collected and measured. The Neighbors concluded that they are implementing PMM for two specific reasons:

  1. They want to consistently report to their donors and funders on the following:
    • Program impact
    • Meeting mission goals
    • Dollar to impact conversion...