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

Governance basics and COEs

Preparing for success requires organizational alignment, common goals, and good change management. What does maintaining that success look like? Salesforce suggests a framework of governance and encourages a COE for nonprofits.

Governance for Salesforce Nonprofit Cloud

Technology changes with the speed of light (or lightning may be a more appropriate term in a Salesforce study). There are new products and there are products that are no longer supported. Technology has new releases and deprecates functionality. How is a nonprofit supposed to keep up, and how is a nonprofit's technology maintained without immense technical debt? Governance frameworks for any technology system strive to help meet compliance issues, assess and manage risks, improve return on investment (ROI) and efficiencies, and prioritize new initiatives.

Without a governance framework, a nonprofit may lack a technology vision or strategy; that lack can lead to misalignment going...