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Accelerating Nonprofit Impact with Salesforce
Accelerating Nonprofit Impact with Salesforce

Accelerating Nonprofit Impact with Salesforce: Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

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Profile Icon Melissa Hill Dees
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AU$24.99 per month
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (7 Ratings)
Paperback Apr 2022 320 pages 1st Edition
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AU$37.99 AU$42.99
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Arrow left icon
Profile Icon Melissa Hill Dees
Arrow right icon
AU$24.99 per month
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (7 Ratings)
Paperback Apr 2022 320 pages 1st Edition
eBook
AU$37.99 AU$42.99
Paperback
AU$53.99
Subscription
Free Trial
Renews at AU$24.99p/m
eBook
AU$37.99 AU$42.99
Paperback
AU$53.99
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Free Trial
Renews at AU$24.99p/m

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Table of content icon View table of contents Preview book icon Preview Book

Accelerating Nonprofit Impact with Salesforce

Chapter 1: Overview of Nonprofit Cloud

Nonprofit Cloud from Salesforce is a collection of applications designed specifically for nonprofit organizations to extend and adapt the power of Salesforce's Customer Relationship Management (CRM). Each nonprofit and charity may have a different mission, specific goals, or even unique measures of success. Consequently, Nonprofit Cloud has a lot of moving parts. Let's start by taking some time to look at the big picture with a high-level overview of the moving parts that make up Nonprofit Cloud. What do these parts or components do? How do they fit into the larger bucket of Nonprofit Cloud and the Salesforce CRM itself? And how do I know which components to use and when? Which components are included as part of the Power of Us donation from Salesforce? And which are paid add-ons?

As a Salesforce administrator, you have already explored the foundation for what we are going to learn. Nonprofit Cloud utilizes all that learning but adds additional layers of flexibility, configuration, and complexity to meet the needs of nonprofits. Understanding Nonprofit Cloud will give you the tools to help nonprofits and charities increase their impact using Salesforce as well as assist in your study for the Nonprofit Cloud Consultant certification.

In this chapter, we're going to cover the following main topics:

  • The making of Nonprofit Cloud
  • Fundraising features
  • Program management features
  • Additional features
  • The making of Nonprofit Cloud

Let's take a quick look at the origins of Nonprofit Cloud and the cornerstone it is built upon – Nonprofit Success Pack.

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Key benefits

  • 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

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.

Who is this book 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.

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

Product Details

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Publication date : Apr 19, 2022
Length: 320 pages
Edition : 1st
Language : English
ISBN-13 : 9781801070911
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Product Details

Publication date : Apr 19, 2022
Length: 320 pages
Edition : 1st
Language : English
ISBN-13 : 9781801070911
Vendor :
Salesforce
Category :
Concepts :
Tools :

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Table of Contents

20 Chapters
Section 1: Get Ready – Learn the Basics of NPSP Chevron down icon Chevron up icon
Chapter 1: Overview of Nonprofit Cloud Chevron down icon Chevron up icon
Chapter 2: What Is NPSP? Chevron down icon Chevron up icon
Chapter 3: Tracking Impact with Program Management Module Chevron down icon Chevron up icon
Chapter 4: Automating Case Management for Better Human Services Chevron down icon Chevron up icon
Chapter 5: Tracking Volunteer Impact Chevron down icon Chevron up icon
Chapter 6: What Else Is Needed from Nonprofit Cloud? Chevron down icon Chevron up icon
Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools Chevron down icon Chevron up icon
Chapter 7: Is Change Difficult for an Organization? Chevron down icon Chevron up icon
Chapter 8: What Is the Organization Trying to Achieve? Chevron down icon Chevron up icon
Chapter 9: Installing Solutions from Nonprofit Cloud Chevron down icon Chevron up icon
Chapter 10: Configuring Fundraising Features Chevron down icon Chevron up icon
Chapter 11: Configuring Additional Nonprofit Cloud Features and Security Chevron down icon Chevron up icon
Section 3: Go! – Data for Impact Chevron down icon Chevron up icon
Chapter 12: Declarative Tools and Modules Chevron down icon Chevron up icon
Chapter 13: To Customize or Not to Customize? Chevron down icon Chevron up icon
Chapter 14: Testing and Deployment Strategies Chevron down icon Chevron up icon
Chapter 15: Implementing Analytics Tools for Impact Chevron down icon Chevron up icon
Chapter 16: Ongoing Data Management and Best Practices Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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Michael Keenan Feb 29, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Very well laid out and easy to ready! One of the best study materials for the NPC Exam!
Amazon Verified review Amazon
Tiny Jun 06, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Many businesses operate from a non-profit model. It turns out Salesforce is not simply the basic accounting tool but has expanded options specifically tailored to the non-profit mindset. When initially delivered, Salesforce found many organizations were tailoring their tools to meet non-profit mindsets and developed/delivered an option to include those new features. This book covers everything the admin at a non-profit organization requires to implement the Nonprofit Success Pack (NPSP) architecture and tools for success. The first section covers all the features provided, the second focuses on aligning the install to the vision and the third expands into advanced concepts.The first section begins with a high-level overview of the differences between traditional Salesforce and the non-profit module, including differentiating paid and unpaid options. It effectively demonstrates the various use-cases for nonprofit and includes using the program management module to build case management solutions where one can track from an individual service back to the overall donation as well as measure success. It also allows integrating volunteer impact to track what contributions volunteers are making, as well as schedule those individuals for either individual or recurring work.The next section begins with a helpful overview of how to deal with organizational change through the V2MOM process (Vision, Value, Methods, Obstacles, and Measures). It discusses integrating metrics and then using the 5 Whys model to find out how to build metrics applicable to the organization. The section finishes with configuring the different tools in NPSP for one’s own organization.The book finishes with using sandboxes and integrated testing within Salesforce to develop customized modules, dashboards and reports. This last section is tailored specifically to admins and devs who will be using the instance to expand. A couple of best practices are included, not in any great detail, with the best likely being how to use the provided tools to deduplicate data sources.Overall, this is a great reference for those looking for a tool to structure their finances and program for a non-profit instance. It is specifically geared to those who are Salesforce admins and operators, with some experience in the system. However, my daughter worked in a nonprofit, and had some good experiences with using this module. If your team is already using this tool, I recommend the book to help find some new ways to expand your capability.
Amazon Verified review Amazon
Island Girl Dec 08, 2022
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Purchased this as a study guide for the Non Profit Cloud class taught by the author. I highly recommend it for anyone studying for the Salesforce Non Profit Cloud exam. Well written. Broken down into good segments. Easy to understand.
Amazon Verified review Amazon
Eric Dreshfield Dec 08, 2022
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I've been in working in the Salesforce ecosystem for over 13 years now - most of that on the commercial customer and ISV partner side. Whenever I had a need for detailed nonprofit knowledge for any specific project I was involved with, Melissa Hill Dees was one of my go-to people.I was thrilled to learn she was writing a book on how to get the most impact from implementing Salesforce for nonprofits. Her writing style makes it easy for both the technical and non-technical person to understand. Melissa enables nonprofits with the knowledge they need not only to get started using Salesforce, but also how to best take advantage of everything the Nonprofit Cloud has to offer. From donors and fundraising to membership and volunteers - this book covers it all...and helps future-proof your organization with additional resources. And Melissa even touts the benefits of the Salesforce Community!This book will most certainly stay in my library, standing at the ready for when I need it next.
Amazon Verified review Amazon
Stuart Edeal May 01, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
For the first 10 years of my hands on experience with Salesforce, I was the Business Applications Analyst for nonprofit membership organizations and learned about Fundraising, Donors, Gift Tracking, Volunteer Scheduling, Membership Preferences, and many many other concepts.If I had a book like the one that Melissa Hill Dees wrote in order to help me navigate all the things to learn and juggle, life may have been much easier for me.“Accelerating Nonprofit Impact with Salesforce” starts with basics about how to use Salesforce in the Nonprofit and how Nonprofit Cloud features and capabilities are used and implemented, but as the title indicates, this book goes further into “accelerating” a nonprofits use of Salesforce and your skills as a budding nonprofit administrator. The guide discusses how to (and when to/if to) customize and extend the capabilities of NPSP, testing considerations when changes are needed and data governance specifically viewed from a nonprofit point of view.What I really appreciate about this book is that Hill Dees added a “Resources and Additional reading” section to every chapter. This section includes not only trailhead and Salesforce help content, but also other great resources from the community and gems she has gained from experience.I appreciate this guide and will refer to it in future discussions with my nonprofit peers in the Salesforce community.
Amazon Verified review Amazon
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