2. What is Salesforce?
● Cloud-based, so there is low impact on your internal IT systems. Salesforce is responsible for storing your data on
our servers and keeping it secure so that you can focus more on your mission than on your computer hardware.
● Tiered, offering different “editions” or levels of functionality, to accommodate all organizations. Our nonprofit users
(regardless of size) tend to opt for the Enterprise Edition, which is what you get when you sign up for the Nonprofit
Success Pack.
● Subscription-based. Qualifying nonprofits and higher education institutions can get up to 10 no-cost subscriptions,
but you may need more than that. Our subscription-based system is flexible, so you can easily add more
subscriptions as your organization grows.
● Customizable. Salesforce comes packed with countless great features, entities, and layouts, but we know that one
size doesn’t necessarily fit all. Because Salesforce is a platform, you can easily customize it to meet your needs.
4. The Evolution of Salesforce to Support Nonprofits
Everything in Salesforce revolves around the ACCOUNT
Salesforce Standard Pack Salesforce Nonprofit Success Pack (NPSP)
6. Finally the Platform??????????
With the flexibility to customize comes the responsibility of complex decisions:
● Which Salesforce products do I use?
● Which external systems or apps should I integrate with?
● What should my implementation approach be? (Implement on my own or get help from a consulting
partner?)
● What’s my longer-term maintenance strategy?
● . . . and the list goes on . . .
