You're reading from Accelerating Nonprofit Impact with Salesforce Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

Product type Paperback

Published in Apr 2022

Publisher Packt

ISBN-13 9781801070911

Length 320 pages

Edition 1st Edition

Tools

Salesforce

Concepts

CRM

Author (1):

Melissa Hill Dees

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Table of Contents (21) Chapters

Preface

1. Section 1: Get Ready – Learn the Basics of NPSP

2. Chapter 1: Overview of Nonprofit Cloud FREE CHAPTER

3. Chapter 2: What Is NPSP?

4. Chapter 3: Tracking Impact with Program Management Module

5. Chapter 4: Automating Case Management for Better Human Services

6. Chapter 5: Tracking Volunteer Impact

7. Chapter 6: What Else Is Needed from Nonprofit Cloud?

8. Section 2: Get Set – Correlating Need with Nonprofit Cloud Tools

9. Chapter 7: Is Change Difficult for an Organization?

10. Chapter 8: What Is the Organization Trying to Achieve?

11. Chapter 9: Installing Solutions from Nonprofit Cloud

12. Chapter 10: Configuring Fundraising Features

13. Chapter 11: Configuring Additional Nonprofit Cloud Features and Security

14. Section 3: Go! – Data for Impact

15. Chapter 12: Declarative Tools and Modules

16. Chapter 13: To Customize or Not to Customize?

17. Chapter 14: Testing and Deployment Strategies

18. Chapter 15: Implementing Analytics Tools for Impact

19. Chapter 16: Ongoing Data Management and Best Practices

20. Other Books You May Enjoy

Installing Volunteers for Salesforce

Installing V4S is very similar to installing PMM. Let's get started.

Steps for Installing V4S

Go to https://install.salesforce.org/products/v4s/latest and click the blue bar that says Install Volunteers for Salesforce.

This will run the pre-install validation. You will notice that there are four different steps that the installation can take; Install Page Layouts (NPSP) is optional but recommended. Unless you already know that you will not be using the preconfigured page layouts, install all four by clicking the blue Install button.

Figure 9.12 – Options for steps to install V4S using metaDEPLOY

The average installation time is approximately 3 minutes. There are no additional post-install configurations; optional configurations can be found in Chapter 11, Configuring Additional Features and Security.

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You're reading from Accelerating Nonprofit Impact with Salesforce Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

Table of Contents (21) Chapters

Installing Volunteers for Salesforce

Steps for Installing V4S

Authors (1)

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You're reading from Accelerating Nonprofit Impact with Salesforce Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

Table of Contents (21) Chapters

Installing Volunteers for Salesforce

Steps for Installing V4S

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Authors (1)

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