What is Salesforce NPSP
The Nonprofit Success Pack is part of the Nonprofit Cloud for Salesforce (used as the Nonprofit Starter Pack). On top of the Salesforce Enterprise Edition, the managed packages in NPSP are designed. The many packages that allow you to use Salesforce are provided by NPSP. It is possible to handle the core relationships between individual donors, their households, and the people they work for.
The NPSP of Salesforce uses and builds on the data model used to organise data by the CRM. This standard data model is designed to help users understand how close to a spreadsheet or database the data is structured. We must first go through some traditional Salesforce terms to comprehend this concept:
- Engage and motivate sales and account teams on any platform with the unified information, task automation, and instant insights they need. Integrate sales estimates into contracts, provide visibility into contract terms, and, with real-time feedback and observations, surface actual volume and revenue.
- Enable and leverage account-based forecasting by sector, geography, and product line with Einstein Analytics-driven forecast models at corporate and provider level; collaboration with product, finance, and sales teams; and market forecasting-based sales goal setting.
- By optimized, customized patient services, starting with directed programme registration, digital consent management, and omnichannel communications that put patients in charge of their care journey, improve positive experience and results for patients.
Salesforce applications, such as the NPSP, are collections of objects and fields that help to organise the nonprofit’s individual aspects. The best thing about this particular Salesforce approach is that by building out the standard Salesforce data model, it organises data.
From the begin, we said that the Salesforce Nonprofit Success Pack is a perfect way to start customising your solution for Salesforce. It’s not an end-all-be-all app, though. You’ll want to look for a full fundraising solution that works for easy organisation of key metrics side-by-side with this data model, but we’ll cover this later in more detail.
Now here we see how we customize the volunteers:
Volunteers for Salesforce is a fantastic module that has a whole slate of super-useful features for managing a volunteer program at a nonprofit organization. If you manage your volunteering on Salesforce Nonprofit Cloud, chances are you’ve clicked on the Find Volunteers button when you’re managing sign-ups for a Volunteer Shift.
You might have clicked right back out again, thinking, ‘This looks good, but it doesn’t allow me to search for what I really want to search for.’ You do not track volunteer skills, for instance, or get your volunteers to set their availability on their personal website. So, how do you look for exactly what you want then?
Customizing the ‘Find Volunteers’ Tool
The great news is that this tool can be really easily customized! You can change the collection of available search filters to (almost) any Communication Log area. One common scenario we find is that all contacts connected with a specific organization may want to be searched for by volunteer managers. We’ll need to start tinkering to do this…
The first move is to navigate to the Contact object in Object Manager in the Setup menu, and then click the Field Sets portion. The VolunteersFindCriteriaFS Field Collection you’ll find here.
You can add, remove and re-order these fields! Here we can add the ‘Primary Affiliation’ field.
What’s more, once we’ve asked the tool to go find us some volunteers, we can also change the columns that are shown in the search results. This is the Field Collection from VolunteersFindFS. Again, we may add these fields, remove them and re-order them. I am not interested in seeing volunteer numbers in this case, but I would like to see the Primary Affiliation alongside applicable Volunteer Skills and Availability.
And we’re done with that!
Let’s assume I’m a volunteer manager and I’m searching for ACME Corporation volunteers to staff a shift. Navigating to the Shift record, clicking the Find Volunteers button and searching for Primary Affiliation is all I need to do now.
We have now fully redefined how, as well as how we see the outcomes, we can search for qualified or valuable volunteers! It’s important to remember that I’ve only done this for the Primary Affiliation area – you can do this in your Salesforce Communication database for other regular or custom fields you have.
If you’re still not sure if the NPSP is right for your nonprofit, Cloudy Wave will help you assess and even set up the NPSP for your organization.
