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

Overview of volunteers for Salesforce use cases

Volunteers come in all shapes, sizes, ages, and colors. Nonprofit organizations utilize and engage volunteers in many ways. Because V4S is open source and it is native to Salesforce, it can be configured and customized to fit a myriad of organizational needs. There are several critical distinctions to make to apply the best V4S design for a nonprofit. Let's explore some of the specific use cases and considerations where V4S works best for nonprofit organizations.

How are volunteers assigned to jobs?

Just as volunteers are different, so are the organizations where they volunteer. Nonprofit organizations may prefer a level of control over which volunteer should be assigned to a particular job. Or, depending on the job, nonprofits may allow volunteers to assign themselves.

Big Brothers Big Sisters (https://www.bbbs.org/) is a nonprofit organization whose mission is to create and support one-to-one mentoring relationships that...