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

How does Volunteers for Salesforce work in NPSP?

V4S is not included in NPSP because it doesn't have to be. V4S utilizes the standard Salesforce objects; that is, Contact, Lead, and Campaign. Then, it adds a mere five more custom objects, plus a few fields, to the standard objects listed. There is a lot of power in a very simple application:

Figure 5.6 – V4S entity-relationship diagram

With this architecture, you can begin to see how V4S handles all the use cases we discussed earlier.

The standard Salesforce objects, Contacts and Leads, are used to track volunteers. A Lead is a volunteer who expressed interest in a specific volunteer campaign, such as the disaster volunteer. Contacts are volunteers who have signed up to perform a specific job or shift. Campaigns, another standard Salesforce object, is used to track volunteer engagements.

How does V4S use contacts?

V4S adds new fields to the Contact record. Each of the fields has a specific...