Summary

This chapter and the next two chapters – Chapter 10, Configuring Fundraising Features, and Chapter 11, Configuring Additional Features and Security – cover installing and configuring the most common Nonprofit Cloud components in a Salesforce instance. In this chapter, we installed components in a Salesforce instance and went through the required post-installation configurations.

Chapters 9 to Chapter 11 comprise the bulk of the work on implementing and configuring the various Nonprofit Cloud components we explored in the early chapters of this book. You have learned how to ascertain where to install the Nonprofit Cloud components depending on whether there is an existing Salesforce instance or if a new trial instance is being created that already has NPSP installed. Armed with the knowledge of what NPSP, PMM, V4S, and Case Management features provide, we have taken a hands-on look at getting those components installed and configured in a Salesforce instance...