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

What is the use case for case management?

Humans are incredibly complex, so no one is surprised that caring for them can be complex as well. Case management provides tools that can streamline and connect all the bits and pieces of client care to help caregivers and their clients achieve their goals. At times, this process may be predicated by a certain date that's required for completion. Other caregiving activities may go on until the client reaches a specific milestone or individual goal. The variety of service organizations and the uniqueness of each individual makes thinking of a common case management tool impossible. How can one system cover all the nuances, plans, and successes?

The following sections outline a few scenarios where case management can be helpful.

Making sure children get one good meal a day

According to nokidhungry.org, as many as 13 million children in the United States live in food-insecure homes. The challenge for nonprofits who want to help...