Nonprofit Cloud for fundraising and outcome management has arrived! Salesforce recently released the new Nonprofit Cloud for fundraising. While historically fundraising organizations have used Salesforce’s Nonprofit Success Pack architecture (NPSP), now nonprofits can take advantage of a new and improved Nonprofit Cloud architecture for their fundraising processes.
When it comes to fundraising and outcomes, common pain points nonprofits experience drove the creation of the Nonprofit Cloud functions we’ve listed below. Salesforce tapped into Data Cloud to enable some of the key capabilities of Nonprofit Cloud so definitely take a look at the available Data Cloud resources found here. As always, clicks not code is still tried and true with Nonprofit Cloud.
Here’s a rundown of key Nonprofit Cloud fundraising and outcome management functions your nonprofit team should know about. Please keep in mind this list is not all encompassing and Salesforce-created enablement will be the most comprehensive information available! Click for for the latest release notes!
Fundraising
The Data Model – Opportunities historically represented all gifts but to utilize the full capabilities of Nonprofit Cloud and reduce redundancies, Salesforce has separated out Opportunities. A few other aspects to call out about this data model:
- Gift action can start at any level.
- Soft credits were represented by three objects but now Gift Soft Credit has simplified this function and makes reporting easier.
- Gift Refund was previously represented by a negative payment but has been simplified.
- General Accounting Unit (GAU) is being renamed to Designations and while the concept is the same, the data model is a bit different and a one-way sync.
Gift entry tool – This feature is very similar to Salesforce’s previous NPSP gift entry tool and is visible on a single screen. This enables quick gift entry, accurate data that matches the donor, comprehensive donor reviews and more.
Batch entry and configuration – Utilize templates or create a custom configuration using flows and screen flows. Batch Gift entry allows you to auto populate commitment, campaign and destination. Again, you’ll notice a focus on one screen and efficiency.
High Touch Fundraising – Nonprofit teams know how important strategic, relationship-based efforts are when a smaller pool of donors account for a large portion of gifts. High Touch Fundraising aims to create a unified view of donors and makes it easier for teams to capture and share key touch points. This in turn feeds targeted and strategic conversations leading to successful solicitations. Configure optional timelines, record alerts and action plans. Portfolio management comes into play here to drive actions that have a better chance of producing a gift.
You can also track the fulfillment of a pledge or recurring gift, also known as commitments. Not to mention update and create schedules via a donor support profile and more easily designate funds based on donor preferences.
Overall, Nonprofit Cloud addressed the nuances of fundraising operations and gift management with unified views, navigation through complex fundraising processes, more automation and ease of third party payments with the new gift data model.
Commitment Management – Once fundraising is enabled, commitment parameters are set up, and gift designations are created, you’re ready to utilize commitment management! Schedule commitments with ease via screen flows, Gift Commitment Schedule and commitment processing.
Donor Support – Donor Support is delivering a centralized view of highly personalized profiles via the donor’s account. Have the full story of a donor ready to go so conversations are personalized and accurate based on previous interactions and saved information. All actions needed for commitment management can also be done via the donor support profile using quick actions.
Mass Market Fundraising – Multiple smaller donations made through mass market giving are driven by personalization, multiple channel approaches and accurate analytics. While these items are impactful, they can make it hard to narrow in on the best person and the best way to contact them. Fundraising Rollups takes donor data and tells the story of campaign performance. Clone the Data Processing Definitions outreach template, activate, and then set a schedule or run the definition. Once this is done, configure the Related Record Detail Display component to add the summary (rollups) to the campaign record homepage.
Source Codes and Campaigns – Interest tags have been added to better understand what resonates with donors. Default designations are also visible on campaigns and include the Related Record Detail Display (R2D2) component. Source codes are addressing campaign hierarchy and reporting issues to better track and measure performance.
Segmentation – Nonprofit Cloud resolves fragmented data issues with Data Cloud using the Nonprofit Data Kit. Activation Targets are where segmented data is sent (for example: marketing cloud). A DMO is created when you create a segment which can then be tied to an Activation Target.
Outcome Management
Create greater im
pact based on outcomes by pulling data into one place, measuring and monitoring progress with ease and driving action among your team by removing siloed information. Outcomes are visible when you have the right information and Outcome Management allows for the seamless collection of data and more automated analysis to determine next steps. Showing donors evidence of impact is one of the most effective ways to communicate and drive action.
The app dashboard provides a comprehensive visual that quickly showcases risk and what requires attention. You’ll notice intuitive navigation, related list components, tasks, and quick links to assessment functionality. Once Outcome Management feature settings are turned on, Program Management is enabled, and the Impact Strategy Relationship graph template for the Actionable Relationship Center (ARC) component visual is added, you’re ready to go.
Indicators and Indicator Performance Period – Indicators help measure the performance of an outcome or program and include the indicators relevant to an organization’s mission. Indicator definitions create the library your organizations will reference while indicator assignments are what measure the process of an outcome. Indicator Performance Period links the indicator to a time period and drive accountability after a strategy has been defined. This is where the action comes in via targets and baselines.
Impact Strategy – Strategy is playing a bigger role in outcome management and being able to visualize outcomes and indicators using an arc template. You can align teams with this visual.
We’re excited about Nonprofit Cloud and ready to help team’s realize the benefits of Salesforce’s fundraising and outcome management capabilities. Let us know if you have any questions by emailing us at booking@elevation.solutions, or filling out the form at the bottom of this page.
