1. Introduction to the Nonprofit Success Pack
A Deep Dive
by Trish Perkins, Salesforce MVP

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. #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. #CD22
People and
Organisations

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. #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. #CD22
Entering Contacts
● A contact is one person
● Tracking gifts, and
engagement, including
volunteer work
● All your constituent date in
one place!

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. #CD22
Foundation Account

10. #CD22
Household Accounts

11. #CD22
Connections: Affiliations
People connected to organizations

12. #CD22
Relationships
People connected to people

13. #CD22
Fundraising

14. #CD22
Fundraising Tabs

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. #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. #CD22
Choose the Record Type that corresponds to the type of donation.

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. #CD22
New Opportunity Donation Layout
Opportunity Name: Automatic Naming
Household: Automatically added
Add a campaign
Add the Campaign Member Status
Send Email Acknowledgment

20. #CD22
Donation Created!

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. #CD22
Donation Information on the Contact Page
Automatically generated totals for reporting.

23. #CD22
Major Gift

24. #CD22
GAUs
Program where the money
will be allocated

25. #CD22
General Accounting Units

26. #CD22
Grants

27. #CD22
Grants with Deliverables

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. #CD22

30. #CD22
At a Glance Overview of a Recurring Donation

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. #CD22
Campaign Record Types (Custom Types)

33. #CD22

34. #CD22
Contacts are automatically added to campaigns w their donations

35. #CD22
Program Management
● The newcomer on the block
● Can be a bit clunky
● Provides excellent program outcome tracking

36. #CD22

37. #CD22

38. #CD22

39. #CD22

40. #CD22
Delivering Services to Clients

41. #CD22
Email Templates
● Add Merge fields
● Insert your logo
● Use for mass email sends

42. #CD22
Volunteers for Salesforce Tabs

43. #CD22
Volunteer Jobs

44. #CD22
List of All
Volunteers

45. #CD22
Volunteer Teacher List

46. #CD22
Reports

47. #CD22

48. #CD22
More info
Check out the Getting Started Page

49. Thank you! #CD22