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

Configuring Program Management Module (PMM)

For a detailed recap of the functionality of PMM and its use cases, see Chapter 3, Tracking Impact with the Program Management Module. The following diagram shows the data structure of PMM before we begin configuring it:

Figure 11.1 – PMM entity relationship diagram

Wherever you installed NPSP and PMM in Chapter 9, Installing Nonprofit Cloud Solutions, you will need to complete these additional configurations to adequately set up PMM. Upon logging into your Salesforce instance, you should be back at the Get Started with NPSP – Admin page.

Let's complete the required configurations.

Required post-installation configurations

As a Salesforce administrator, you should already be familiar with Profiles and Permission Sets. Post-installation configuration for PMM involves these two settings. Let's take a look at them in more detail.