Accelerating Nonprofit Impact with Salesforce: Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission
- Length: 320 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-04-19
- ISBN-10: 1801070911
- ISBN-13: 9781801070911
- Sales Rank: #67430 (See Top 100 Books)
Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud
Key Features
- Implement NPSP modules to scale varied business operations in nonprofits
- Administer and automate business processes and tasks with NPSP for nonprofits
- Customize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomes
Book Description
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.
What you will learn
- Implement various components and modules in Nonprofit Cloud
- Implement tools for grantmaking, program management, and case management
- Extend the standard functionalities of Nonprofit Cloud and NPSP
- Identify and use success metrics to prioritize goals and outcomes for implementation
- Explore the tools that Nonprofit Cloud offers for testing and deployment
- Build custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analytics
- Understand best practices for data management to maintain data accuracy and data integrity
Who this book is for
This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.
Accelerating Nonprofit Impact with Salesforce Contributors About the author About the reviewer Preface Who this book is for What this book covers To get the most out of this book Download the color images Conventions used Get in touch Share your thoughts Section 1: Get Ready – Learn the Basics of NPSP Chapter 1: Overview of Nonprofit Cloud The making of Nonprofit Cloud Fundraising features Program management features Program Management Module Volunteers for Salesforce NPSP Reports and Dashboards Nonprofit Cloud Case Management with Service Cloud Tableau Additional features Grantmaking and grants management Accounting Subledger and Elevate Marketing and engagement Summary Chapter 2: What Is NPSP? Technical requirements Basic premises and use cases for NPSP Introducing Account models Fundraising with NPSP Donation features in NPSP Soft credits in NPSP Getting donors and funders to the next level Campaign management coordinates communication Summary Chapter 3: Tracking Impact with Program Management Module Building blocks for PMM PMM objects How the PMM functionality works Managing more than one program Providing services to organizations rather than contacts Providing services to those who are not Contacts or Organizations Extending the use of PMM Summary Further learning Chapter 4: Automating Case Management for Better Human Services What is the use case for case management? Making sure children get one good meal a day Meeting immediate needs versus ongoing recovery, training, and empowerment Tracking the impact of the organization on their mission Key objects and features of case management Client intake and referrals The Case Manager home page Case plans Case notes Assessments Additional tools Tracking and reporting for case management Summary Further learning Chapter 5: Tracking Volunteer Impact Overview of volunteers for Salesforce use cases How are volunteers assigned to jobs? When you have a few volunteers How does Volunteers for Salesforce work in NPSP? How does V4S use contacts? Campaigns and V4S The custom objects of V4S The volunteer interface for Volunteers for Salesforce Website integration V4S via Experience Cloud Summary Further reading Chapter 6: What Else Is Needed from Nonprofit Cloud? What facilitates grantmaking and grants management? Managing grantmaking and outbound funds Extending grantmaking capabilities Extended capabilities for fundraising and accounting for funds Elevate – a new way to give to nonprofits Accounting Subledger Further reading Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools Chapter 7: Is Change Difficult for an Organization? Organizational alignment and change management Organizational alignment Managing change Governance basics and COEs Governance for Salesforce Nonprofit Cloud What is a COE? User adoption and metrics for success Encouraging user adoption How to measure user adoption Metrics for success Summary Further reading Chapter 8: What Is the Organization Trying to Achieve? Why five whys? Interrogating a mentorship program The problem Ask the five whys The root causes What is the goal of the mentorship program? First goal Second goal Defining program processes How does the organization define success? Summary Resources and additional reading Chapter 9: Installing Solutions from Nonprofit Cloud Technical requirements First things first: Where do you install NPSP? Starting with a 30-day trial Salesforce instance and NPSP Permissions configurations Required configurations Installing Program Management Module Steps for installing PMM Post-installation required configuration Installing Volunteers for Salesforce Steps for Installing V4S Installing Case Management Post-installation required configuration Summary Resources and additional reading Chapter 10: Configuring Fundraising Features Required configurations for NPSP fundraising Opportunity stages Sales processes Opportunity record types New button on the Opportunity-related list New and Edit buttons on Contact Opportunity Contact Roles Enabling Opportunity workflow rules Recommended configurations for NPSP fundraising features Helpful list views Configuring Compact Layouts Configuring fundraising features for specific use cases Configuring automated and manual soft credits Configuring donation allocations Configuring gift entry Configuring recurring donations Summary Resources and additional reading Chapter 11: Configuring Additional Nonprofit Cloud Features and Security Configuring Program Management Module (PMM) Required post-installation configurations Configuring sharing rules for PMM Experience Cloud configurations (optional) Customizable configurations for PMM Setting up Case Management for NPSP Additional configurable elements of Case Management V4S configurations for staff and volunteers Leveraging volunteer skills Automating recurring jobs and volunteers Notifying volunteers Configuring for your staff's ease of use What are the best practices for data integrity and security? Multi-factor authentication How many system admins do you need? What about users who leave your organization? Summary Further reading Section 3: Go! – Data for Impact Chapter 12: Declarative Tools and Modules Technical requirements What are customizable rollups? When do you need a customizable rollup? A custom rollup to sum data A custom rollup for the last or most recent date Apply matching gifts to donations Confirm the matching gifts configuration Creating matching gifts How to leverage Outbound Funds Module Installing and configuring Outbound Funds Module Using Outbound Funds Module Summary Resources and additional reading Chapter 13: To Customize or Not to Customize? What is TDTM and how is it useful? A quick look at how to use TDTM A quick look at the why of TDTM Disabling triggers using TDTM When to disable triggers using TDTM Other use cases for disabling trigger handlers How to create custom code using TDTM Steps to create custom code using TDTM When to create custom code using TDTM Order of execution Summary Resources and additional reading Chapter 14: Testing and Deployment Strategies Sandboxes and templates Sandbox essentials Best practices and use cases for NPSP sandboxes How to create custom test data Test new releases with data New functionality test data Complete post-installation customizations with CumulusCI The advantages of post-install customizations using CumulusCI Summary Resources and additional reading Chapter 15: Implementing Analytics Tools for Impact Reporting for impact Options for reports Best practices for creating and customizing reports What dashboards do the decision-makers need? Visualizing data Summary Resources and additional reading Chapter 16: Ongoing Data Management and Best Practices Why is there so much duplicate data? Preventing duplication Mitigating duplication Resolving duplicate data Responsible ways to import data The Nonprofit Cloud Data Import tool Best practices, tips, and tricks Get your users on board Document, document, document Summary Resources and additional reading Why subscribe? Other Books You May Enjoy Packt is searching for authors like you Share your thoughts
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