Salesforce for non profits
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The document discusses how Salesforce, specifically the Salesforce Nonprofit Success Pack (NPSP), can benefit nonprofit organizations. The NPSP allows nonprofits to manage contacts, volunteers, donations, grants, and other functions through an easy-to-use cloud-based platform. It also provides recommendations for how a nonprofit can implement Salesforce within the first 3 months, such as acquiring licenses, setting up environments for testing, and integrating additional apps like MailChimp. The document also provides details on how to configure volunteer onboarding workflows in Salesforce to automatically send reminder emails about orientation sessions.
Salesforce for non profits
- 1. Salesforce for Non-Profits Salesforce for Non-Profits| One Bread Foundation| Sheeba Thukral
- 2. ▪ Why Salesforce. ▪ Top 10 things. ▪ Volunteer Onboarding.
- 3. Salesforce Description ▪ Worlds #1 CRM (Customer-relationship management) platform. Cloud based software, just log in and start using it.
- 4. Benefits Of Salesforce For Non Profit Organizations ▪ Salesforce NPSP (Nonprofit Success Pack) – Salesforce.org’s solution for nonprofits of all sizes. ▪ Key NPSP Features • Contact Management • Volunteer Management • Organization & Affiliation Management • Track Relationships Between Contacts • Track Donations & Payments • Track Memberships • Grant Lifecycle Management.
- 5. the success equation ▪ Fast – No hardware – No software ▪ Easy – Automatic upgrades – Scalable ▪ Open – Any Device – Data Portability
- 6. Salesforce.org gives 10 free Salesforce Enterprise Licenses.
- 7. Top 10 things in first 3 months – Acquire 10 licenses. – Create Sandboxes ( a copy of production Salesforce environment used for testing and development) for the team and executive committee to use – Install the apps like Volunteers for Volunteer Management – MailChimp for Salesforce for integrating the third-party mass mailing app with Salesforce. – Auctions for events – Almond for learning management system – Create volunteer management web pages completely integrated with Salesforce. – Integrate Mailchimp with Salesforce so when a record is added in Mailchimp it will be automatically synced in Salesforce, records added in Salesforce can be imported into Mailchimp through Reports and then creating csv files from there. – Import records into Salesforce through NPSP import wizard using NPSP Data Import Template in Salesforce – Create Volunteer and donor onboarding process through creating journeys using Engagement Plan and Engagement Plan templates. – Manage duplication of records through Duplicate and matching rules.
- 8. Volunteer Onboarding Step 1 : ▪ Volunteer enters into the system through Volunteer Match Step 2 : ▪ A record is manually created in NPSP Salesforce instance Step 3 : ▪ The welcome email (Welcome Email for Volunteer Match Registered Candidate) is automatically sent to the volunteer - completed in “On Boarding Welcome Email” workflow
- 9. Volunteer Onboarding ▪ Volunteer receives Onboarding Details ▪ Once the Welcome Session attended Checkbox is checked, the candidate will automatically receive onboarding documents.
- 10. Volunteer Onboarding steps ▪ The “Welcome Email Sent” checkbox is automatically checked - completed in “On Boarding Welcome Email” workflow. ▪ The “Welcome Email Sent On” field is automatically populated with the same date the email is sent (created date) - completed in “On Boarding Welcome Email” workflow.
- 11. Final steps for Volunteer Onboarding ▪ If Candidate has not attended the welcome orientation session after two weeks, send a follow up email (First Reminder Email for Volunteer Welcome Session) reminding Candidate to register, “First Reminder Email Sent” checkbox is automatically checked and “First Reminder Email Sent On” field is automatically populated with the same date email is sent. ▪ If Candidate has not registered for a welcome orientation session after three weeks, send a follow up email (Second Reminder Email for Volunteer Welcome Session) reminding Volunteer to attend orientation session, “Second Reminder Email Sent” checkbox is automatically checked and “Second Reminder Email Sent On” field is automatically populated with the same date email is sent.
- 12. And BTW ▪ Volunteer Management pages – Landing page – Create simple volunteer form for volunteer management through Salesforce. MailChimp Integration – Salesforce is connected and integrated with MailChimp, so if you add a record in MailChimp it is automatically synced in Salesforce. Uploading file from Salesforce to MailChimp is not automatic, we download the .csv file and upload the file to MailChimp. – If someone opts out from an email campaign in MailChimp Email Opt Out checkbox will be automatically checked. This was done through adding a Visual Force component and field and then running a workflow through Process Builder.
- 13. Volunteer Management ▪ Integrate volunteer management with the website and have volunteers sign up for tasks from the website itself. ▪ What does the final look and feel look like? CLICK the link to see sample Volunteer Site ▪ Four new pages for website ▪ Volunteers Signup | Volunteers Job Listing | Volunteers Calendar | Volunteers Report Hours | Volunteers Personal Site (new window)