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

Organizational alignment and change management

During 2020 and 2021, the pandemic created vast amounts of change. The pandemic was an outside influence that exerted immense amounts of pressure on people and organizations to change—the way they worked, did business, entertained themselves, and more. At its worst, change can be painful and, at its best, it can be uncomfortable. Most organizations are willing to limp along with a system that is painful to use because they are familiar with it. If an organization has decided to implement something new, such as Nonprofit Cloud, the consultant has the unique opportunity to help make the transition less painful and more helpful.

Sometimes, change management can feel like pushing a boulder up a hill, as depicted here:

We'll now look at some best practices for managing change by aligning the organization's goals for successfully implementing Nonprofit Cloud.

Organizational alignment

First things first: how do...