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

Extending the use of PMM

Nonprofit Cloud Case Management is a paid product from Salesforce designed for better long-term client engagement and management. Case Management includes a new set of custom objects and processes to track intakes, referrals, clients, client notes, case plans, and assessments specifically designed for human services organizations.

Note

Don't confuse Nonprofit Cloud Case Management with Salesforce's standard Service Cloud Case object.

The Neighbors nonprofit has decided that using Nonprofit Cloud Case Management can automate and streamline the workload for their case managers so they can help more clients. They particularly want to apply it to their Training to Build Skills program in order to work more closely, one on one, with their clients and track their progress to achieving financial independence. The framework for the program does not change much, as shown in the following outline:

  • Program: Training to Build Skills.
  • Program...