Your Guide to Salesforce for Nonprofit Tutorial and Fundraising

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Your Guide to Salesforce for Nonprofit Tutorial
and Fundraising
Salesforce is the worlds no. 1 CRM with a global
customer base of over 150,000 companies.
Scalability, cloud storage, and world-class apps
for service, sales, etc. make it a popular
choice.
Out of a number of Salesforce products and
solutions, Salesforce Nonprofit Success Pack is
a popular product under the Nonprofit cloud. It
is an open-source community-built software. Over
47,000 nonprofits helped build this nonprofit
technology to help enhance constituent
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• relationship management. It helps program
  management, donation management, trusted
  accounting, and more.
• In this post, we are going to discuss Salesforce
  for fundraising and Salesforce for Nonprofit
  Tutorial for K-12 education in detail.
• Salesforce for Fundraising
• Salesforce for Fundraising is a nonprofit
  technology by Salesforce that puts people first.
  It helps you engage with both your donors and
  funders more and better. By using the
  fundraising solution, you can build seamless and
  long-lasting relationships with all your
  constituents.
• Fundraising solution provides the following
  benefits
• It connects donation pages and payment services
  to your NPSP to make digital fundraising easy
  and optimized for any device. You can also
  manage all your donors and donation data
  centrally.
• It lets you connect multiple giving channels on a
  single fundraising platform. This helps make
  capturing incoming, allocating to programs, and
  tracking accounting systems easier. You can also
  connect with more donors and grow recurring
  donations easily and speedily.

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• It helps strengthen your direct mail fundraising
  strategy also. It provides record deduplication,
  address standardization, and enables address
  auto-updates via National Change of Address. It
  also lets you further donor acquisition and
  conversion with a multi-channel communication
  strategy on a single platform.
• It helps prepare donation data for your finance
  teams and helps you meet financial reporting
  requirements. It also facilitates the
  reconciliation of revenue to enhance
  transparency and collaboration within the
  organization.
• Salesforce for Nonprofit Tutorial (K-12
  Education)
• Salesforce for Nonprofit Tutorial and Educational
  Sector provides education technology solutions
  to make education easy. These solutions help
  simplify recruitment and admissions, student
  experience, advancement, alumni engagement, and
  institution operations, etc. It also helps f
  undraising and grant management for K-12
  institutes.
• Salesforce for Nonprofit Tutorial has the
  following benefits
• It helps standardize the donation processes,
  analyze the pipeline, and automate routine
  tasks. You can manage your donation cycle,
  improve your gift

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• processing, batch audits, workflows, and
  triggers, data cleaning as well.
• With Salesforce for Nonprofit Tutorial, you can
  view all your constituents including donors,
  participants, parents, etc. in one place. It
  also lets you view activity history, programs,
  events, and custom info. You can also find out
  what your supporters like on social media sites
  through their activity over there. With this
  knowledge, you can make your relationships
  stronger and ever-lasting.
• The automated workflows by Salesforce for
  Nonprofit t utorial are customizable as per
  your organization processes. You can streamline
  your grants prospecting and management. With
  real-time analytics, you can streamline
  reporting efforts. You can also use the tools by
  Salesforce for Nonprofit tutorial to stick to
  your grants budget, save time, and prove
  accountability and stewardship.
• With Salesforce for Nonprofit Tutorial, it
  becomes easy to post new events and manage event
  calendars. You can also track RSVPs, get VIP
  summary reports, and create table seating
  charts, etc.

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• How to Implement Nonprofit Success Pack
• To avail Salesforce for Nonprofit Tutorial and
  Fundraising, install NPSP first.
• NSPS has several managed packages. These
  packages are bundles of custom Salesforce
  components like objects, report types, workflow
  automation, etc.
• If you want to avail of NPSP, install NPSP
  packages first into a Trailhead Playground.
• Trailhead Playground is a test environment to
  explore and test customizations without
  affecting your real Salesforce organization.
• Note Only up to 10 active Trailhead Playgrounds
  at a time are permissible.
• To create a Trailhead Playground, follow these
  steps.
• Create the Playground before installing NPSP.
• Login to Trailhead. Go to the bottom of the page.
• Click on Create the playground name and Create
  Playground following that.
• Note your new playground name once generated
  somewhere for future reference. You can also give
  your playground a unique name to recall it
  easily. For that,

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• you can click Hands-on Orgs in the Personal
  Settings window in the top corner and choose
  Rename.
• Press Install NPSP and click Save.
• Once you create Install NPSP Playground, retrieve
  the assigned username and reset your password as
  follows.
• Click on the Personal Settings Menu by clicking
  your photo or icon in the top corner.
• Click on Hands-on Orgs.Personal settings menu.
• On the Hands-on Orgs Page, click the Launch
  button on the Install NPSP Trailhead Playground.
  It will open the specific Playground in a new
  tab on your browser.
• Click on the Setup geargtSelect Setup.
• Click on Users.
• Find your user name and check the box next to it.
• Note down your username for Install NPSP
  Trailhead Playground.
• Click on Reset Password(s) and OK.
• Open your password reset email link and follow
  the steps to reset the password.
• This completes your NSPS installation process.
• To get help installing NSPS or managing it, click
  here.

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• CTA - Get in Touch
• How CRMJetty Salesforce Portal Can Help
• Our CRMJettys Salesforce portal is a fully
  scalable and flexible customer portal solution
  for Salesforce. It is an optimized solution for
  the operational and productivity challenges of
  an organization.
• Following is an overview of all its features that
  can benefit your organization
• It provides secure access to your Salesforce CRM
  objects.
• It is fully scalable and customizable to support
  your organizational requirements.
• It provides support for both standard and custom
  CRM objects.
• It provides a drag-and-drop builder eliminating
  the need for coding knowledge to build pages.
• It helps you provide role-based access to CRM to
  your different users to enhance security.
• It also enables you to personalize the dashboard
  for your clients to make it attractive and
  easily navigable.

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There are two biggest advantages that set our
portal solution apart from the default
Salesforce for Nonprofit Tutorial and Salesforce
for Fundraising. The first is the cost and the
second is the access. Consider it with a
real-life scenario. Suppose your nonprofit
organization has 50 volunteers and 50 donors.
The prices of Salesforce NSPS may vary from 576
to 1152 per user per year. If you want to
provide CRM access to them all, youll need to
pay between 576,000 to 115,200 per year - quite
a big amount. On the other hand, our portal
charges only 3,999 annually from you. Be it 50,
100, or more users the fee to provide CRM
access to them all remains the same. This clearly
saves you a big amount - a minimum of around
572,000 per year. You can get a knowledge base
add-on for an additional 199 per year only.
This way, you can also publish your
knowledge-base articles and provide access to
them to users. Ready to Streamline Your
Nonprofit Organization Operations? Salesforce
for Nonprofit Tutorial and Fundraising are
globally popular. However, their prices may be
quite high for
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some nonprofit organizations. With our scalable
Salesforce portal solution, you can make the
best use of your Salesforce CRM at the best
feasible price. Our Salesforce certified
developer team also provides portal solutions
and customization services exclusively for
nonprofit organizations. You can get in touch
with us and get the best portal solution with
all the custom features you need for your
nonprofit.
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