What this book covers
Chapter 1, Overview of Nonprofit Cloud, as Nonprofit Cloud has a lot of moving parts, looks at the big picture and a high-level overview of the smaller parts that make up that big picture. What does each component do? How does it fit into the larger whole? Do we need to use all of this?
Chapter 2, What Is NPSP?, looks at NPSP, the foundation of Nonprofit Cloud. Its data architecture and native functionality are critical to additional components and implementation. NPSP is the foundation of all of the Nonprofit Cloud fundraising features.
Chapter 3, Tracking Impact with Program Management Module, looks at the Nonprofit Cloud Program Management Module. Nonprofits are more than just fundraisers. Programs are what fundraisers fund. Let's dive into how the Nonprofit Cloud Program Management Module can connect your programs and the impact they are having on the funds you are raising. How do you track program engagement or delivery of the service your nonprofit provides? Are you managing a single program or multiple programs?
Chapter 4, Automating Case Management for Better Human Services, looks at Case Management. Case Management is to people what Program Management is to programs. Case Management streamlines workflows and tracks client progress for human services. Case Management is a paid extension of Program management Module.
Chapter 5, Tracking Volunteer Impact, looks at Volunteers for Salesforce, which helps nonprofits manage and engage their volunteers. Although not as commonly used as the fundraising features, managing volunteers is vital for some organizations.
Chapter 6, What Else Is Needed from Nonprofit Cloud?, looks at additional features of Nonprofit Cloud. Nonprofit Cloud offers a full suite of tools for nonprofits. In previous chapters, we cover a lot about how Nonprofit Cloud helps with fundraising, program management, and volunteers. But there is more! Grantmaking, grants management, marketing, engagement, and accepting donations and accounting for them are also included.
Chapter 7, Is Change Difficult for Your Organization?, as we know that the most difficult part of creating something new is often not the technology itself but creating an atmosphere that will welcome change, explores the tools you need to create a change management process to increase user adoption and decrease the time to realized value.
Chapter 8, Requirements – User Stories – Business Processes – What Is Your Organization Trying to Achieve?, now that you understand the components of Nonprofit Cloud, helps you understand which of these components is a solution for a client. First, you have to understand the client's needs, resources, and critical outcomes.
Chapter 9, Installing Nonprofit Cloud Solutions, covers the nitty-gritty of installing and implementing the solutions available with Nonprofit Cloud.
Chapter 10, Configuring Fundraising Features, as fundraising is the first and best use case for NPSP, shows you how to configure it appropriately to work with the larger solution that is being implemented by the nonprofit organization.
Chapter 11, Configuring Additional Features and Security, looks at additional features and security. Sometimes, a larger solution requires additional features to truly streamline the work a client is doing. It may be program management or an interface for volunteers. This is the icing on the cake. To protect this work, be sure your security is configured appropriately.
Chapter 12, Declarative Tools and Modules, looks at declarative tools, which are one way that Salesforce and Nonprofit Cloud can be better aligned with the goals of the nonprofit organization. You will explore the options for extending the standard functionality of Nonprofit Cloud and NPSP.
Chapter 13, To Customize or Not to Customize?, Sometimes what you really need is custom Apex code in order to make use of the biggest benefit of Nonprofit Cloud automation. Table-Driven Trigger Management is all about automation.
Chapter 14, Testing and Deployment Strategies, looks at testing and deployment strategies, which should be determined before the build starts. Let's explore the tools that Nonprofit Cloud offers for successful testing and deployment.
Chapter 15, Implementing Analytics Tools for Impact, looks at using the data that has been collected and tracked to show impact and help organizations make better decisions based on actual data.
Chapter 16, Ongoing Data Management and Best Practices, discusses how managing the vast amounts of data coming into your Salesforce instance will be an ongoing process. Keeping the data accurate and free of duplicates requires some maintenance and best practices.