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

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Governance basics and COEs

Preparing for success requires organizational alignment, common goals, and good change management. What does maintaining that success look like? Salesforce suggests a framework of governance and encourages a COE for nonprofits.

Governance for Salesforce Nonprofit Cloud

Technology changes with the speed of light (or lightning may be a more appropriate term in a Salesforce study). There are new products and there are products that are no longer supported. Technology has new releases and deprecates functionality. How is a nonprofit supposed to keep up, and how is a nonprofit's technology maintained without immense technical debt? Governance frameworks for any technology system strive to help meet compliance issues, assess and manage risks, improve return on investment (ROI) and efficiencies, and prioritize new initiatives.

Without a governance framework, a nonprofit may lack a technology vision or strategy; that lack can lead to misalignment going...