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Accelerating Nonprofit Impact with Salesforce

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

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801070911
Length 320 pages
Edition 1st Edition
Concepts
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Author (1):
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Melissa Hill Dees Melissa Hill Dees
Author Profile Icon Melissa Hill Dees
Melissa Hill Dees
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Table of Contents (21) Chapters Close

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

Summary

In this chapter, we have gone much deeper into the actual setup and configuration of the fundraising features of NPSP. The commonly used features include applying soft credits, donation allocations, gift entry, and recurring donations. We have outlined how to enable and configure each of those fundraising features in general.

There are additional, more self-explanatory, configurable settings in the NPSP settings based on the nonprofit's use cases and business processes. There are also additional configurations documented for less-used features. In Chapter 12, Declarative Tools and Modules, we will take a deeper dive into Customizable Rollups and Matching Gifts that we touched on in this chapter. And then, in Chapter 13, To Customize or Not to Customize, we will learn the advanced configuration of Table-Driven Trigger Management (TDTM) and its use cases.

Before we start more advanced studies, let's finish configuring the standard PMM, case management, and V4S...

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