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Intro to NPSP, Trish Perkins

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Intro to NPSP, Trish Perkins

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Salesforce gives ten free Enterprise Salesforce licenses to qualifying nonprofits all over the world.

Sometimes, just encountering Salesforce for the first time can feel overwhelming for a nonprofit that has, heretofore, relied on spreadsheets or simple databases to keep track of their work.

Trish has been working with this NPSP package since its first iteration, and enjoys taking her clients through a “Kick the Tires” session– a walkthrough of what comes with the package, including some features that many nonprofits don’t know they need or want.

We’ll walk through our engagement with a contact, Minnie Mouse, and all the ways that she and her family are involved in our organization. Our tour will take us through Fundraising, Program Management and Volunteer Management. We’ll look at the basic Nonprofit Success Pack objects.

Salesforce gives ten free Enterprise Salesforce licenses to qualifying nonprofits all over the world.

Sometimes, just encountering Salesforce for the first time can feel overwhelming for a nonprofit that has, heretofore, relied on spreadsheets or simple databases to keep track of their work.

Trish has been working with this NPSP package since its first iteration, and enjoys taking her clients through a “Kick the Tires” session– a walkthrough of what comes with the package, including some features that many nonprofits don’t know they need or want.

We’ll walk through our engagement with a contact, Minnie Mouse, and all the ways that she and her family are involved in our organization. Our tour will take us through Fundraising, Program Management and Volunteer Management. We’ll look at the basic Nonprofit Success Pack objects.

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Intro to NPSP, Trish Perkins

  1. 1. Introduction to the Nonprofit Success Pack A Deep Dive by Trish Perkins, Salesforce MVP
  2. 2. #CD22 I’m a Nonprofit Salesforce Consultant …with clients in the USA and Internationally (Nepal, India, Cambodia, France and Ethiopia) I’m passionate about the Salesforce Nonprofit Success Pack I’m passionate about travel for peace and understanding Introducing myself: I’m Trish Perkins, Salesforce MVP, Certified SF Admin and Yoga Teacher
  3. 3. #CD22 What do we want to do? 1. Reach people and engage 2. Raise money to support our work and our constituents 3. Run mission-driven programs 4. Track constituent successes 5. Report on our impact on the world and our constituents 6. Find volunteers 7. Report on volunteer work/hours Fundraising, Program Management, Volunteer Management Reporting
  4. 4. #CD22 People and Organisations
  5. 5. #CD22 List Views: How we see our people. A mini-report Arranged by any field on the page Add or change fields shown
  6. 6. #CD22 Lead ● When we don’t yet know what our relationship will be ● When we come back from a conference with a handful of business cards ● When we want to pay particular attention to new prospects
  7. 7. #CD22 Entering Contacts ● A contact is one person ● Tracking gifts, and engagement, including volunteer work ● All your constituent date in one place!
  8. 8. #CD22 Households, Organizations and Accounts Notice the Waffle Orgs and Households are all Accounts in Salesforce Create different Record Types (Families, Orgs, Foundations, Government Agencies, etc.) Create different Page Layouts Add Picklists with different values
  9. 9. #CD22 Foundation Account
  10. 10. #CD22 Household Accounts
  11. 11. #CD22 Connections: Affiliations People connected to organizations
  12. 12. #CD22 Relationships People connected to people
  13. 13. #CD22 Fundraising
  14. 14. #CD22 Fundraising Tabs
  15. 15. #CD22 Donation Record Types Different types of Donations Each with its own different Page Layout You can use all or only a couple of these
  16. 16. #CD22 Start on Donor Page (Contact or Account) In the donor’s record, click on the Opportunities Related List Link Then click New Contact Donation or, for orgs: click New
  17. 17. #CD22 Choose the Record Type that corresponds to the type of donation.
  18. 18. #CD22 Enter at least the 4 required fields Four required fields 1. Opportunity Name - Set this in NPSP Settings Tab. Gives uniformity across the organization 2. Organization Name 3. Close Date 4. Stage Notice that when you start in the contact, that contact comes up first in line when you hit the search icon in the Primary Contact field.
  19. 19. #CD22 New Opportunity Donation Layout Opportunity Name: Automatic Naming Household: Automatically added Add a campaign Add the Campaign Member Status Send Email Acknowledgment
  20. 20. #CD22 Donation Created!
  21. 21. #CD22 Opportunity Contact Role: Hidden gem! This is what makes it possible to see the Totals on the Contact Page as well as the Household Page. Automatically created when you start on the Contact Page!
  22. 22. #CD22 Donation Information on the Contact Page Automatically generated totals for reporting.
  23. 23. #CD22 Major Gift
  24. 24. #CD22 GAUs Program where the money will be allocated
  25. 25. #CD22 General Accounting Units
  26. 26. #CD22 Grants
  27. 27. #CD22 Grants with Deliverables
  28. 28. #CD22 Recurring Donations ● Dependable source of revenue ● Recurring donors tend to give for years ● Recurring donors sometimes increase the amounts they give ● You can adjust how and when donors give ● You can pause or reschedule donations ● You can be responsive to donor requirements
  29. 29. #CD22
  30. 30. #CD22 At a Glance Overview of a Recurring Donation
  31. 31. #CD22 Campaigns ● A campaign is a people list …that you can tie money to ● A campaign can be a fundraising vehicle: ○ A gala event with an auction ○ An email blast with a drip campaign ○ A list of donors – People who gave this year, etc. ● A campaign can keep track of all the different kinds of people who make an event possible ○ Planning Committee members ○ Setup and cleanup crews ○ Speakers ○ Vendors ○ Attendees with special needs ○ Attendees with education credits ○ …and more!
  32. 32. #CD22 Campaign Record Types (Custom Types)
  33. 33. #CD22
  34. 34. #CD22 Contacts are automatically added to campaigns w their donations
  35. 35. #CD22 Program Management ● The newcomer on the block ● Can be a bit clunky ● Provides excellent program outcome tracking
  36. 36. #CD22
  37. 37. #CD22
  38. 38. #CD22
  39. 39. #CD22
  40. 40. #CD22 Delivering Services to Clients
  41. 41. #CD22 Email Templates ● Add Merge fields ● Insert your logo ● Use for mass email sends
  42. 42. #CD22 Volunteers for Salesforce Tabs
  43. 43. #CD22 Volunteer Jobs
  44. 44. #CD22 List of All Volunteers
  45. 45. #CD22 Volunteer Teacher List
  46. 46. #CD22 Reports
  47. 47. #CD22
  48. 48. #CD22 More info Check out the Getting Started Page
  49. 49. Thank you! #CD22

Editor's Notes

  • Let’s start with People, the most important part of what we do.
  • There are many ways nonprofits ask for money and receive it. Most of these are 3rd party apps that you pay for. Or you can enter the checks and cash by hand. Salesforce calls these payments “Opportunities.” We call them Donations, Revenue, Funds, Money…anything we want.
  • Start
  • Getting Started Page
    Trailhead
    The Community
    The Documentation
    The NPSP How-to Series of Videos
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