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

Key objects and features of case management

Case management use cases have many moving parts. Let's look at how the key objects and features in the Nonprofit Cloud case management product handle a variety of use cases. Don't forget that case management extends what is already in Salesforce. Standard objects include Accounts, Contacts, and Cases. Custom objects from NPSP and PMM are also there, as outlined in Chapter 3, Tracking Impact with the Program Management Module; the architecture even adds a bit of Financial Service Cloud into the mix with Action Plans. The full schema can be seen in the following diagram:

Figure 4.2 – Case management/PMM data architecture

The key objects in the case management/PMM data architecture provide the key features that are critical to streamlining the work of human services. Let's look at some specific features and the objects that are used.

Client intake and referrals

Depending on the organization...