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

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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

Best practices, tips, and tricks

Helping your users understand how important it is to maintain the integrity of your data is critical. It really is a team effort to leverage Nonprofit Cloud to get the highest return on your investment. Good data hygiene will protect an organization's investment and return information via reports and dashboards or tableau for more impact on the social issues that the nonprofit is tackling.

Get your users on board

For all the work that you do in Salesforce, your users probably do much more. They are constantly creating new data and updating existing data. Make it easy for them.

Set the matching rules and duplicate rules so that users are easily alerted when they start to create a record that may be a duplicate. Configuring the settings to alert users to duplicates when they edit records can also help with ongoing maintenance and data hygiene. Merging a duplicate record as it is discovered allows distribution of the hygiene duties.

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