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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

Installing Program Management Module

Once you have NPSP installed and the required configurations are done as noted in the previous section, you can begin to install the other Nonprofit Cloud modules.

Figure 9.10 – Allow access screen for installation

Steps for installing PMM

We will start with Program Management Module (PMM). The same guidelines apply as with NPSP regarding where you should install Program Management Module. In this case, we are working with a brand-new trial instance that has NPSP installed in production, so we install PMM in production as well:

  1. The install is found at https://install.salesforce.org/products/program-management/latest.
  2. When you click the blue bar to begin the installation, you will be asked to log into the instance where you want to install the PMM package.
  3. Once you are logged in, a page will open requesting you allow several Salesforce accesses to a variety of resources.
  4. Confirm you are installing...
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