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

PMM is critical to tracking programs and the impact those programs are making to meet the mission of a nonprofit organization. Eight custom objects make up the bulk of PMM; they are highly flexible and can be configured for most use cases nonprofits have around programs and services and their delivery, as we saw in the examples of multiple programs and services for Charles, working with churches, and providing animal services. For complex and long-term human services program management, Nonprofit Cloud offers a paid Case Management application. All the data collected can be analyzed and reported on in order to share information with stakeholders and use it internally to iterate and improve programs and services. We'll go into more detail on analytics and reporting in Chapter 15, Implementing Analytics Tools for Impact.

In the next chapter, we'll look more closely at how Nonprofit Cloud Case Management provides additional tools, layered on top of NPSP and PMM, to...