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

Nonprofit Cloud's case management application is a paid addition that extends the capabilities of PMM. Case management provides tracking and reporting and case management for individual clients over some time. In the use case referenced at the beginning of this chapter, families are struggling with hunger. Case management picks up where program management leaves off; program management meets the immediate need of feeding a family, whereas case management creates a coaching and learning environment to teach families how to feed themselves better.

With case managers in mind, the critical record objects around goals and action items help create case plans so that case managers and clients can work together to move forward. The standard Salesforce Contact object acts as the center point of client work. As we discussed in Chapter 3, Tracking Impact with the Program Management Module, PMM adds Programs, Services, Service Schedules, Service Sessions, and Service Delivery...