What's possible for foundations with Salesforce?
What's Possible for Foundations with Salesforce?: Going Beyond Grantmaking foundationConnect is a powerful tool built on Salesforce that allows you to manage your foundation's grantmaking processes end-to-end. But foundations are about more than giving grants, and Salesforce can do much more than that for you.
What is the Salesforce Foundation's tax return?
The Salesforce Foundation is a private foundation and files a Form 990-PF each year with the Internal Revenue Service. This tax return provides detailed financial data and a complete list of grants awarded.
What is the new donation button in Salesforce?
That's because the New Donation button is what Salesforce calls a Quick Action. It's a kind of short-cut. It includes just the basic fields required to quickly create an opportunity record.
Who can use the Salesforce fundraising guide?
This article will act as your comprehensive guide to fundraising – it can be used by the entire team, from the Executive Director to those working in Development. I will show you how to optimize the utilization of Salesforce to achieve your fundraising goals.
Does Salesforce have a foundation?
The Salesforce Foundation helps young people reach their full potential by supporting Education, Workforce Development, and Child Welfare and Thriving Communities programs.
How do I use Salesforce for nonprofits?
6:4251:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst you have access to salesforce powerful enterprise level technology then you have access toMoreFirst you have access to salesforce powerful enterprise level technology then you have access to salesforce.org. Own applications like mpsp. And other services which we'll get into a little bit later.
What is foundation connect Salesforce?
Salesforce.org Launches foundationConnect, a Complete CRM and Grants Management Solution for Grantmakers - Salesforce News.
Does Salesforce donate to nonprofits?
The Power of Us gives eligible nonprofits and educational institutions access to 10 donated subscriptions and deep discounts on additional subscriptions, products, and/or services from Salesforce.
Is Salesforce really free for nonprofits?
The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.
Can nonprofits get Salesforce for free?
Salesforce has come one step ahead to help the non-profits in multiple ways. It has launched the Power of Us program, through which Salesforce donates 10 Salesforce subscriptions free to the eligible non-profits.
What is pledge 1% Salesforce?
Pledge 1% invites all entrepreneurs and their companies to commit important resources (product, time, and resources) to support integrating philanthropy into their business from an early stage.
Who is Salesforce CEO?
Marc Benioff (Nov 2001–)Salesforce / CEOMarc Russell Benioff is an American internet entrepreneur and philanthropist. He is the co-founder, chairman and co-CEO of Salesforce, an enterprise cloud computing company. In September 2018, Benioff acquired Time. Wikipedia
Why do nonprofits use Salesforce?
Salesforce for nonprofits has a wide range of built-in reporting tools to help you make sense of your different data sets. With Salesforce, you'll be able to pose questions in order to generate custom reports. Then, you can display those reports visually using dashboards.
What is Salesforce Foundation?
The Salesforce Foundation helps young people reach their full potential by supporting Education, Workforce Development, and Child Welfare and Thriving Communities programs.
What is an equitable future?
An equitable future begins with equal access to a high-quality education. By partnering with school districts and education nonprofits, we seek to provide all students with the resources and experiences they need to realize their potential.
Does Salesforce fund events?
The Salesforce Foundation does not fund events, sponsorships, galas, scholarships, grants to individual people, endowment funding, or lobbying of any kind.
Your Salesforce Org: A Gift Processing Machine
Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records.
Process Single Payments
If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP.
Batch One-Time Transactions
If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry.
Manage Recurring Donations
Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce.
Quiz
1 Which Nonprofit Success Pack tool can you use to enter one-time credit card and Automated Clearing House (ACH) gifts directly into Salesforce and process payments with Elevate?
Debbie Kuklis
To help our customers achieve positive outcomes faster with Salesforce, our architects are sharing implementation best practices in a new expert insights blog series. Pushpi Mandal, architect director, contributed to this post.
1. Deliver faster results with out-of-the-box functionality
Speed and agility are important to our customers. You can deliver results faster by prioritizing out-of-the-box (OOTB) functionality before considering custom development.
2. Focus on the foundation
Before releasing any services, apps or capabilities to production, you must ensure the soundness of the technical architecture upon which the foundation is built. As with the construction of a house, a solid foundation is critical to the success and longevity of what’s built on top.
3. Create a playbook and process for delivering new features
Eventually, as you begin to roll out new features, your end users and stakeholders will make requests and ask for new functionality. A playbook and process for managing these requests will allow you to scale, and prioritize the requests against key business needs.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Use Nonprofit Success Pack (NPSP) Gift Entry to enter a single gift. 2. Batch one-time transactions in Gift Entry. 3. Manage recurring donations using Salesforce and Elevate.
Your Salesforce Org: A Gift Processing Machine
- Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records. But when your donor calls, sends a check through the mail, or provides their credit card number, you can enter and process their gif…
Process Single Payments
- If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP. Here’s how. 1. In Salesforce, click the App Launcher () and find and select Gift Entry. 2. Click New Single Gift. 3. Enter your donation details. 4. Select the appropriate Payment Method, either ACH or Cred...
Batch One-Time Transactions
- If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry. Here’s how: 1. Click the App Launcher () then find and select Gift Entry. 2. Click New Batch. 3. Select a template, and click Next. 4. Enter a Batch Name along with any other batch details, and click Next. 5. Set any field d…
Manage Recurring Donations
- Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce. You can also create a recurring credit card or ACH donation dire…
Resources
- Documentation: Manage One-Time Donations in NPSP
- Documentation:Manage Recurring Donations in NPSP
- Documentation:Manage Payments
- Documentation:Configure Receipt and Alert Settings
Learning Objectives
Challenges with Document Generation
The Document Generation Solution
Typical Use Cases
Key Capabilities
- Foundation Document Generation is truly a powerful solution. You can do so many things with it, such as: 1. Create your .docx and .pptx document templates with Document Template Designer tool. 2. Use data tokens, conditional logic, and tabulation in your templates. 3. Use JSON to extract and map internal and external data. 4. Generate documents usi...
Foundation Document Generation in Action
Resources