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Drive digital transformation for nonprofits with well-organized volunteer management, donor engagement, fundraising, and grantmaking using the intelligent and powerful capabilities of Salesforce Nonprofit Cloud
Key Features:
Implement NPSP modules to scale varied business operations in nonprofitsAdminister and automate business processes and tasks with NPSP for nonprofitsCustomize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomes
Book Description:
Salesforce Nonprofit Cloud enables a 360-degree view of people related to your nonprofit to connect fundraising, program management, and grantmaking. With a single, unified view of every interaction with constituents, nonprofits can create strong relationships with the community and streamline internal processes.
The book starts by covering the tools and features that make up Nonprofit Cloud, helping you understand their standard functionalities and how Nonprofit Success Pack’s (NPSP) data architecture is critical to implementation. You’ll learn how the Nonprofit Cloud Program Management Module can connect your programs, automate case management, and track client progress. Next, you’ll explore the tools for creating a change management process to increase user adoption. Moving ahead, you’ll understand how to configure necessary permissions for NPSP administration and explore how declarative tools help better align the goals of a nonprofit organization. Toward the concluding chapters, you’ll cover customizations, deployment, custom reports, and dashboards for fundraising analytics, as well as best practices for data management to maintain its integrity.
By the end of this Salesforce book, you’ll be able to build and configure the Nonprofit Cloud for a variety of use cases to achieve maximum social impact with the least amount of technical debt.
What You Will Learn:
Implement various components and modules in Nonprofit CloudImplement tools for grantmaking, program management, and case managementExtend the standard functionalities of Nonprofit Cloud and NPSPIdentify and use success metrics to prioritize goals and outcomes for implementationExplore the tools that Nonprofit Cloud offers for testing and deploymentBuild custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analyticsUnderstand best practices for data management to maintain data accuracy and data integrity
Who this book is for:
This book is for technical consultants, functional consultants, and Salesforce architects who are working with nonprofit organizations and want to implement different functionalities within Nonprofit Cloud and NPSP optimally for business processes and tasks in their organizations. Salesforce administrator skills and overall proficiency with Salesforce are required to get the most out of this book.
Publisher : Packt Publishing (April 19 2022)
Language : English
Paperback : 320 pages
ISBN-10 : 1801070911
ISBN-13 : 978-1801070911
Item weight : 560 g
Dimensions : 23.5 x 19.1 x 1.7 cm
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Esteban –
This should be mandatory reading for anyone who plans to adopt Salesforce for a nonprofit organization.The book is written for technical and non technical people who are trying to get a head start on the Salesforce free and paid tools aimed for nonprofits.For non technical people it provides how each of the Nonprofit Cloud tools can add value to a nonprofit organization, for technical people provides a primer on how these tools can be installed and some examples to how to configure them.For those those long time Salesforce users who already use some of the Nonprofit Cloud tools it provides up to date information about what else is available and what new features might have been implemented in the products that you are already using.For last anyone about to get involved with the Salesforce.org or Open Source community this book will provide an overview of the most successful Open Source projects used by Salesforce and give you a good understanding of how they products work with each other.
A. Warren –
Easy to read and reference, this is exactly what I’ve been looking for as the new lead of data governance for fundraisers at my nonprofit.
Michael Keenan –
Very well laid out and easy to ready! One of the best study materials for the NPC Exam!
Island Girl –
Purchased this as a study guide for the Non Profit Cloud class taught by the author. I highly recommend it for anyone studying for the Salesforce Non Profit Cloud exam. Well written. Broken down into good segments. Easy to understand.