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

As a Nonprofit Cloud consultant, this may be the most important chapter to read for actual implementation. This chapter also covers a wealth of information that is critical to the Nonprofit Cloud Consultant Certification exam. Here is a quick recap of our discussion so far.

Organizational alignment and change management are tools that cannot be overlooked. Without the stakeholders being in alignment as to the goals of even a simple project, the hope for success is slim. Understanding an easy-to-use tool such as Salesforce's V2MOM can make goal setting and alignment a much easier process. Preparing for success helps ensure success, as do managing change via Kotter's Eight Steps and understanding that a process can be a part of any implementation project.

Governance and COEs are natural progressions of organizational alignment and change management. In this section, we discussed the importance of a governance framework concerning compliance, strategy, efficiencies...