Are you a Salesforce expert interested in pro bono volunteering with nonprofits? Join us to learn about the needs of nonprofits, how you find them, what's different in nonprofit Salesforce orgs, and best practices for pro bono engagements. Stick around after the session to mix with nonprofit professionals at the DevZone Welcome Reception.

1. Pro Bono Volunteering with
Salesforce Nonprofits
What you need to know about Giving Back with your Salesforce Skills

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Safe Harbor

3. Kim Rodriguez
Practice Director,
Service Cloud
Pic Pic
Tim Miner
Success Engagement
Director
Cheryl Timoney
Program Manager,
Pro Bono

4. Agenda
▪ Why Pro Bono for Nonprofits
▪ Nonprofits 101
▪ Pro Bono Best Practices
▪ Call to Action

5. Examples of Nonprofits Using Salesforce
Global
200
licenses
Sales Cloud
US
2500 licenses
Marketing
Cloud
Australia
20 licenses
Service
Cloud
Ireland
10 licenses
Sales Cloud
US
3000 licenses
Salesforce1 Platform
Canada
80 licenses
Community
Cloud
$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$
$$$$$$$$$$$$$$$$$$$$
$ = paid
$ = free

6. How do Nonprofits Use Salesforce?
Fundraising
Donor Management
Volunteer Management
Program Management
Recruiting & Admissions
Student Services
Alumni Relations
Mobile App Development
Call Centers & Hotlines
Case Management
Community Outreach
Impact Analytics
Grants Management
Advocacy
Marketing
Events Management

7. The Power of Us License Donation includes:
​ 10 Enterprise Edition Sales Cloud licenses
​ 1 Configuration Sandbox and 5 Developer
Sandboxes
​ 2,000 custom objects
​ Unlimited Tabs and Apps
​ 5,000 Chatter Free licenses
Sector-specific product facilitates basic nonprofit
and donor management on the platform
• Free and open-source managed package
• In active use by over 9000 Foundation
customers in 80+ countries
• This is almost always the product you
work with for pro bono projects
Power of Us Enterprise License Donation
Nonprofit Starter Pack (Highly
Recommended)
Foundation Products
​ What does Salesforce offer for nonprofits?
NGO Connect & Advancement Connect: enterprise solutions purchased by large nonprofits and
universities.

8. ​ Lead
​ Contact
​ Account
​ Opportunity
​ Campaign
​ Client Prospect, Donor Prospect
​ Donor, Volunteer, Client, All Individuals
​ Organization, Foundation, Company, Partner
​ Donation, Grant, Membership, Class
​ Event, Volunteer Project, Outreach/Fundraising
Salesforce Term Nonprofit Term
How is Salesforce Different for Nonprofits?
​ Salesforce objects mean different things to nonprofits
​ =
​ =
​ =
​ =
​ =

9. How Can You Support a Nonprofit?
​ Nonprofit customers seek product support in:
General Consulting
Implementation Planning
Configuration
Customization
Analytics
End-User Training

10. Best Practices
For Pro Bono Volunteering

11. Start strong
Align on scope, communication preferences, and
the project plan
• Gather goals, information and requirements from the
nonprofit
• Be clear about what you can do, and what you can’t
do
• Agree on deliverables
Start strong
Treat as a partnership
Make efforts sustainable
Ensure success

12. Treat pro bono as a partnership
If you are open to learn, you will get as much as you
give
▪ Get to know your nonprofit beyond the project
▪ Contribute your fresh perspective
▪ Ask for feedback
Start strong
Treat as a partnership
Make efforts sustainable
Ensure success

13. Make efforts sustainable
Make sure the nonprofit can sustain your work after you
are gone
​ Show your nonprofit how, rather than doing
​ Document! Document! Document!
​ Identify the Salesforce Admin
Start strong
Treat as a partnership
Make efforts sustainable
Ensure success

14. Ensure success
It will be more difficult for a nonprofit to start over then to
start for the first time.
▪ Avoid complex solutions
▪ Don’t start a project if you can’t finish it
▪ If you can not complete your work, communicate
with the nonprofit and find another volunteer
Start strong
Treat as a partnership
Make efforts sustainable
Ensure success

15. Call to Action
For Pro Bono Volunteering

16. Call to Action
​ Find a Nonprofit
At Dreamforce
Use your Network
Pro Bono Intermediaries

17. Thank you

18. APPENDIX
For Pro Bono Volunteering

19. Why Pro Bono?
•95% of Salesforce employees who do pro bono
are happier at work
•Leadership / Mentorship opportunity
•Feels Great to Give Back!

20. ​ Apply for the Power of Us program at salesforcefoundation.org/power-of-us:
​ 1) Sign up for a free trial org
​ 2) Pass eligibility screening
​ 3) Complete application
What do interested nonprofits need to do?
Getting Started with Salesforce
salesforcefoundation.org/power-of-us

21. Nonprofit Starter Pack: What Does it Do?
▪ Installed on top of Sales Cloud
▪ Uses functionality and terms relevant to
nonprofits
▪ Manages relationships among individuals,
households & companies
▪ Tracks donations and memberships

22. ​ ​ The Household account model allows
organizations to:
​ Track donations from separate members
​ Total donations at the household level
​ Strategize communications
Nonprofit Starter Pack: Household Account Model
Jones
Household
$$
$$$
Sally
Jones
John
Jones
$$$$$
(Contact)
(Opportunity)
Donation
Donors
Household
(Account)

23. NPSP: Workbook
• Free resource created by the
Salesforce Foundation team
• Walks you through:
• Installation of the NPSP
• Setup of standard donor/donation
model
• Process of applying for free licenses
• Highly recommended that you
complete this workbook before
your first pro bono engagement

24. Nonprofit Starter Pack: Resources
Nonprofit Starter Pack 3 Documentation
http://bit.ly/npsp3-docs
Installing Nonprofit Starter Pack 3
http://bit.ly/npsp3-install-guide
Nonprofit Starter Pack Workbook
http://bit.ly/npsp3-workbook
NPSP Code Base Documentation
​http://developer.salesforcefoundation.org/Cumulus/ApexDocumentation/
Nonprofit Trail - Trailhead
https://developer.salesforce.com/trailhead/trail/nonprofit_fundraising

25. ​ Free & discounted apps to meet the needs of nonprofits
Filling in the Gaps with AppExchange
Docusign Box
Concur
Dropb
ox
FinancialForce
LinkedI
n
HP
Evernot
e
KenandyBMC
Workday
Xactly
Elton
Apttus
Free Apps for Nonprofits
Volunteers
for
Salesforce
Auctions for
Salesforce
Donor
Drive
Peer-to-
peer
ArtApp
Gallery Mgmt
Soapbox
Shop, Event,
Petitions
Click &
Pledge
Payments
Free & Discounted Business Apps for Nonprofits