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

View More author details

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

Additional features

Beyond the scope of fundraising and program management, nonprofits vary vastly in what they track and hope to automate. Each of the additional features covers a more specific area in Nonprofit Cloud. Use cases and implementation for these are covered in Chapter 12, Declarative Tools and Modules. The following is a general overview of these features.

Grantmaking and grants management

As more and more nonprofits use Salesforce and Nonprofit Cloud, there are more common use cases. Foundations have always been a large part of the Nonprofit Cloud customer base. Grantmaking and grants management are two sides of the same coin that we will explore and understand when we get to Chapter 12, Declarative Tools and Modules.

The Outbound Funds Module serves as the foundation for grantmaking. It was built by the Salesforce.org Open Source Community and led by volunteers from nonprofits, grantmakers, partners, and staff under the Open Source Commons program. It is free and available through AppExchange. The Outbound Funds Module was designed to track funding programs and requests, gain insight on financial commitments, and manage disbursements. The Outbound Funds Module extends the capabilities of Nonprofit Success Pack; the following diagram shows the standard Salesforce objects in blue, standard NPSP fundraising objects in yellow, and the core package of outbound funds in pink:

Figure 1.9 – The entity-relationship diagram for Outbound Funds Module from the Open Source Community

Grants management is a paid offering from Salesforce.org to improve grantee experience with a branded grantee portal built on Experience Cloud.

Accounting Subledger and Elevate

Accounting Subledger helps prepare fundraising data and information for the accounting system of your choice. It is a paid product from Salesforce.org that cuts down on time spent on reconciliation tasks while providing a single source of truth for donor data.

And, speaking of donors, Nonprofit Cloud has come full circle with Elevate. Elevate is a paid offering from Salesforce.org and is a comprehensive suite of tools to integrate fundraising operations and streamline the donor journey. Elevate provides payment services, giving pages, and an administrative interface in conjunction with Philanthropy Cloud. Elevate works with both Nonprofit Cloud and Education Cloud and is currently only available to US-based organizations.

Marketing and engagement

Marketing and engagement have many options in Nonprofit Cloud, from the built-in engagement tool in NPSP to the sophisticated paid tools. These tools are designed to complete the circle that gives nonprofits a 360-degree view of their constituents, engage with those constituents by creating personalized journeys, and analyze the impact of the nonprofit. The Nonprofit Cloud marketing and engagement options offer a variety of tools:

Journey Builder: Build customer interactions based on customer behavior.
Email Studio: Build smarter emails using data.
Mobile Studio: SMS, push, and chat app messaging.
Social Studio: Creates advocates via social media interaction powered by AI.
Advertising Studio: Secure 1:1 advertising across platforms.
Customer 360 Audiences: Unify customer data.
Datorama: Measure marketing performance and impact.
Interaction Studio or Pardot: Connected customer journeys across email, SMS, and social media.

All of the aforementioned features are available through Salesforce's Nonprofit Cloud. Already, you can see some of the breadth and depth of what can be done.