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Key benefits

Implement NPSP modules to scale varied business operations in nonprofits

Administer and automate business processes and tasks with NPSP for nonprofits

Customize and extend the standard functionalities of Nonprofit Cloud and NPSP as per client needs, resources, and critical outcomes

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.

Who is this book 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.

What you will learn

Implement various components and modules in Nonprofit Cloud

Implement tools for grantmaking, program management, and case management

Extend the standard functionalities of Nonprofit Cloud and NPSP

Identify and use success metrics to prioritize goals and outcomes for implementation

Explore the tools that Nonprofit Cloud offers for testing and deployment

Build custom reports and dashboards for NPSP and use Tableau dashboard starters for fundraising analytics

Understand best practices for data management to maintain data accuracy and data integrity

What do you get with Print?

Instant access to your digital copy whilst your Print order is Shipped

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Amazon verified reviews

Eric Dreshfield Dec 08, 2022

I've been in working in the Salesforce ecosystem for over 13 years now - most of that on the commercial customer and ISV partner side. Whenever I had a need for detailed nonprofit knowledge for any specific project I was involved with, Melissa Hill Dees was one of my go-to people.I was thrilled to learn she was writing a book on how to get the most impact from implementing Salesforce for nonprofits. Her writing style makes it easy for both the technical and non-technical person to understand. Melissa enables nonprofits with the knowledge they need not only to get started using Salesforce, but also how to best take advantage of everything the Nonprofit Cloud has to offer. From donors and fundraising to membership and volunteers - this book covers it all...and helps future-proof your organization with additional resources. And Melissa even touts the benefits of the Salesforce Community!This book will most certainly stay in my library, standing at the ready for when I need it next.

Amazon Verified review

Stuart Edeal May 01, 2022

For the first 10 years of my hands on experience with Salesforce, I was the Business Applications Analyst for nonprofit membership organizations and learned about Fundraising, Donors, Gift Tracking, Volunteer Scheduling, Membership Preferences, and many many other concepts.If I had a book like the one that Melissa Hill Dees wrote in order to help me navigate all the things to learn and juggle, life may have been much easier for me.“Accelerating Nonprofit Impact with Salesforce” starts with basics about how to use Salesforce in the Nonprofit and how Nonprofit Cloud features and capabilities are used and implemented, but as the title indicates, this book goes further into “accelerating” a nonprofits use of Salesforce and your skills as a budding nonprofit administrator. The guide discusses how to (and when to/if to) customize and extend the capabilities of NPSP, testing considerations when changes are needed and data governance specifically viewed from a nonprofit point of view.What I really appreciate about this book is that Hill Dees added a “Resources and Additional reading” section to every chapter. This section includes not only trailhead and Salesforce help content, but also other great resources from the community and gems she has gained from experience.I appreciate this guide and will refer to it in future discussions with my nonprofit peers in the Salesforce community.

StellaBella Sep 07, 2022

This book covers a wide range of topics including how to implement the various components of NPSP, how to increase user adoption, the importance of change management, and gives examples of various use cases.

Esteban Jun 30, 2022

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.

Michael Keenan Feb 29, 2024

Very well laid out and easy to ready! One of the best study materials for the NPC Exam!

Accelerating Nonprofit Impact with Salesforce: Implement Nonprofit Cloud for efficient and cost-effective operations to drive your nonprofit mission

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