Why use Salesforce for implementing the core functionalities of a non-profit.

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)