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  • Format: ePub

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
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Produktbeschreibung
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.


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Autorenporträt
Salesforce MVP Melissa Hill Dees has an MBA in Digital Entrepreneurship and is 6X Salesforce certified. With 15 years of experience as a nonprofit executive and 10+ years leveraging Salesforce, her goal is to automate what can be automated so nonprofits have more time to do what can't be automated. She is a Founding Partner at HandsOn Connect, a Nonprofit Community Group Leader, Dreamforce speaker, Open Source Commons Sprinter, on the Board of Amplify and ToolBank USA, and co-founder of Nonprofit Dreamin and Foodforce. In her free time, she advocates for equality for all, especially mentoring women in technology. Her favorite hobby is traveling.