Accelerating Nonprofit Impact with Salesforce

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.

Table of Contents
Overview of Nonprofit Cloud
What is NPSP?
Tracking Impact with the Program Management Module
Automating Case Management for Better Human Services
Tracking Volunteer Impact
What Else Is Needed from the Nonprofit Cloud?
Is Change Difficult for Your Organization?
Requirements, User Stories, or Business Processes - What Is Your Organization Trying to Achieve?
Installing Nonprofit Cloud Solutions
Configuring Fundraising Features
Configuring Additional Features and Security
Declarative Tools and Modules
To Customize or Not to Customize?
Testing and Deployment Strategies
Implementing Analytics Tools for Impact
Ongoing Data Management and Best Practices