Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.
Table of Contents
Is Salesforce right for your nonprofit organization?
As a nonprofit organization, it’s easy to be drawn to Salesforce due to their advertisement of it being a “free solution” up to 10 users. This solution includes the general Salesforce tech and the Salesforce Nonprofit Success Pack (NPSP), a great solution to get started configuring the software.
What is Salesforce nonprofit Cloud?
Salesforce.org Nonprofit Cloud is the only complete platform for nonprofits. It’s the only platform that gives you a 360-degree view of your mission. It’s the only platform built with a community of over 30,000 trailblazers. It’s the only platform that brings you the power and flexibility of Salesforce, the world’s #1 CRM.
What can you track in the Salesforce nonprofit NPSP?
For instance, affiliations, relationships, engagement plan templates, and recurring donations can all be tracked in their own specific Salesforce objects. Your nonprofit can use each of these different features built into the Salesforce NPSP to organize the data you collect about each of your funding sources.
What is the Salesforce nonprofit success pack?
The Salesforce Nonprofit Success Pack is a free solution offered to organizations to help them get started using their Salesforce CRM. It’s the first step to configuring the solution for your nonprofit. The Salesforce NPSP uses and expands upon the data model used by the CRM to organize data.
Is Salesforce good for non profits?
Is Salesforce good for nonprofits? Yes! In this post, we’ll walk through how you can use built-in Salesforce features as well as powerful Salesforce apps and integrations to manage all of your most vital nonprofit initiatives and actually enhance your strategies through your CRM’s innovative functionality.
How non profits use Salesforce?
With Salesforce, the organization can use data to segment its donors in meaningful ways. For example, they might run a report in Salesforce that reveals a large segment of their donors works in technology. These donors might be interested in funding scholarships for computer science and other technology-related fields.
What is Salesforce Non Profit Success Pack?
The Nonprofit Success Pack NPSP (formerly known as “Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce.org and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes.
Which of these objects does nonprofit Success Pack add to the Salesforce platform data model?
Salesforce for Nonprofit Organizations Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue.
How many nonprofits use Salesforce?
40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.
Can Salesforce be used for fundraising?
You can use Salesforce to manage donations as well as marketing and programs. What’s different about Salesforce is that it’s not just a point solution; it’s a true platform that helps you track and understand your organization’s interactions with donors, volunteers, and constituents.
Is nonprofit Cloud the same as Npsp?
One of the most popular of these apps, Nonprofit Success Pack (NPSP), is the foundation of Nonprofit Cloud. NPSP provides a common data model that supports the entire constituent journey, including donation management, seasonal address management, campaign management, and pre-configured reports and dashboards.
What is volunteers for Salesforce?
Volunteers for Salesforce (V4S) is a tool to help you manage your organization’s volunteering program, events, and people. V4S handles many common Volunteer management processes such as: Managing Volunteer jobs that an organization needs filled.
What is Salesforce elevate?
Salesforce Elevate is a platform tailored to the specific needs of organizations in the nonprofit and education industries and is set to be released in summer 2020. Four products make up the Elevate solution: Payment Services, Giving Pages, Engagement Hub, and Philanthropy Cloud for Causes.
What does Npsp stand for in Salesforce?
Nonprofit Success PackNPSP now stands for Nonprofit Success Pack – Salesforce.org. Salesforce.org. Solutions. Solutions. Nonprofit.
How does Salesforce organize data?
Use tabs, search, or lists to look at your records. Much of your Salesforce data is stored in individual records , and organized within objects. For example, the Account object presents all of your account records. If the Acme company is one of your accounts, you’ll have an account record for Acme.
What is Salesforce customer success platform?
The Salesforce clouds that make up the Customer Success Platform include the following: The Salesforce Sales Cloud for sales enablement, sales force automation and lead management. The Salesforce Marketing Cloud for marketing automation, customer journey mapping, social marketing and more.
What is nonprofit organization?
Just like commercial companies, nonprofit organizations are a mix of big and small. They’re diverse in their missions and operations, and they’re located all over the world. But ultimately, all nonprofits have one thing in common: a mission to make the world a better place.
Does Salesforce monitor shelter beds?
With Salesforce, the organization can also monitor how many shelter beds are available in real-time, so no one is turned away when there’s an available bed. There are countless ways Salesforce can help nonprofits deliver on their missions more effectively and efficiently.
What is Salesforce CRM?
Salesforce is a powerful constituent relationship management (CRM) solution. There’s a reason it’s one of the most commonly used for organizations of all types: it’s completely customizable. For-profits can use it to track sales leads, clients, and marketing initiatives. Meanwhile, nonprofits can use this donor management solution …
What is Salesforce Success Pack?
The Nonprofit Success Pack uses the standard Salesforce objects specifically to organize nonprofit data: Accounts are used to organize records about supporters’ households, companies, and other sources of funding. Contacts track data about individual stakeholders such as donors, volunteers, members, etc.
How to build a fundraising system?
1. Build out your fundraising system with a solution whose data model works well with the NPSP. The first step to building out your fundraising system is to make sure the fundraising software you choose will work together with Salesforce and the Salesforce Nonprofit Success Pack.
What are the tabs on Salesforce?
Standard objects that are a part of Salesforce include accounts, contacts, leads, and opportunities. You can also create custom objects to track specific priorities. Fields: Every object has fields attached to it.
What does it mean when a supporter donates to your cause?
When a supporter donates to your cause, they’re putting a lot of trust in your organization. They trust you to keep their personal information safe. Nothing can be more harmful to an organization as a data breach.
Is Salesforce a versatile tool?
Salesforce is incredibly versatile. You can use it for all sorts of activities and functions. If you’re unsure about how to configure your solution to fit all of your needs, or simply want to ensure you’ve gotten the most out of it , you can always talk to a consultant.
What is the Salesforce Nonprofit Success Pack?
The Nonprofit Success Pack NPSP sits on top of Salesforce Enterprise Edition, it is a collection of organized packages designed and maintained by Salesforce.org, available for free through the Salesforce AppExchange. For-profits, you can utilize it to track sales leads, marketing initiatives, and clients.
Salesforce Nonprofit Success Pack Data Model
The household name format is the format that the NPSP uses to determine the household account name. NPSP offers you numerous different options above the default option of {Last Name} Household. Let’s take a look at how NMH customizes its household naming settings.
Opportunity Rollups
Opportunity rollups show data and information from corresponding records, including aggregate totals. In other words, rollup fields let information from one record automatically “ roll up ” and emerge on another related record.
Learning Objectives
Driving Impact with Salesforce
-
Just like commercial companies, nonprofit organizations are a mix of big and small. They’re diverse in their missions and operations, and they’re located all over the world. But ultimately, all nonprofits have one thing in common: a mission to make the world a better place. But changing the world isn’t easy. Nonprofits work to solve some of the toughest global, social, and local probl…
Program Management
-
Nonprofits deliver on their mission through their programs, which can be as diverse as managing a homeless shelter, providing job training, operating a health clinic, hosting art exhibits, matching struggling students with tutors, organizing beach cleanups—the list goes on. In many instances, nonprofits rely on spreadsheets and manual workflows, approvals, and reporting that can creat…
Fundraising
-
Most nonprofits also engage in some type of fundraising because they’re not able to charge clients for the services they provide. Environmental groups can’t bill Mother Earth for their advocacy activities! Likewise, people experiencing homelessness generally can’t afford to pay for their stay at a shelter. Instead, nonprofits raise money in the form of donations from individuals, …
Constituent Engagement
-
In the course of managing their programs and raising money to pay for operations, nonprofits engage with a wide variety of stakeholders. These include the clients they serve through their programs and the individual, corporate, and foundation donors that help pay for their programs. For nonprofits, engagement includes many different tactics designe…
See more on trailhead.salesforce.com
Resources
- Knowledge Article: Resource Guide for Pro Bono Volunteers
- Salesforce.org website: Nonprofit Customer Success Stories