利用Salesforce非营利云的智能和强大功能，通过组织良好的志愿者管理、捐助者参与、筹款和捐赠，推动非营利组织的数字化转型
主要特征
实施NPSP模块，以扩展非营利组织的各种业务运营
使用非营利组织的NPSP管理和自动化业务流程和任务
根据客户需求、资源和关键成果定制和扩展非营利云和NPSP的标准功能
书名
Salesforce非营利性云可以360度查看与您的非营利性组织相关的人员，从而将筹款、项目管理和捐赠联系起来。非营利组织对与选民的每一次互动都有一个单一、统一的观点，可以与社区建立牢固的关系，并简化内部流程。
本书首先介绍了构成非营利云的工具和功能，帮助您了解它们的标准功能，以及非营利组织Success Pack（NPSP）的数据架构对实现的重要性。您将了解非营利性云项目管理模块如何连接您的程序、自动化案例管理和跟踪客户进度。接下来，您将探索用于创建变更管理流程以提高用户采纳率的工具。接下来，您将了解如何为NPSP管理配置必要的权限，并探索声明性工具如何帮助更好地协调非营利组织的目标。在最后几章中，您将介绍用于筹资分析的定制、部署、定制报告和仪表盘，以及维护其完整性的数据管理最佳实践。
在这本Salesforce书的末尾，您将能够为各种用例构建和配置非营利云，以最少的技术债务实现最大的社会影响。
你将学到什么
在非营利云中实现各种组件和模块
实施用于资助、项目管理和案例管理的工具
扩展非营利云和NPSP的标准功能
确定并使用成功指标来确定实施目标和结果的优先级
探索非营利云为测试和部署提供的工具
为NPSP构建定制报告和仪表板，并使用Tableau仪表板启动器进行筹款分析
了解数据管理的最佳实践，以保持数据的准确性和完整性
这本书是给谁的
本书面向与非营利组织合作的技术顾问、功能顾问和Salesforce架构师，他们希望在非营利云和NPSP中实现不同的功能，以优化其组织中的业务流程和任务。Salesforce管理员技能和对Salesforce的全面熟练程度是充分利用本书的必要条件。
Accelerating Nonprofit Impact with Salesforce: Implement Nonprofit Cloud for efficient and cost-effective operations
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 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
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 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
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.
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