Salesforce natively includes Email on the Contact. By default, C&P Donor Management matches on the Contact's First Name, Last Name, and Email. NPSP adds custom Personal Email, Alternate Email, and Work Email fields, and a Preferred Email picklist with a workflow that copies the chosen Preferred Email to the Email field.
Full Answer
Does Salesforce NPSP support email?
Salesforce natively includes Email on the Contact. By default, C&P Donor Management matches on the Contact's First Name, Last Name, and Email. NPSP adds custom Personal Email, Alternate Email, and Work Email fields, and a Preferred Email picklist with an automation that copies the chosen Preferred Email to the Email field
What are the donation information fields in NPSP data import?
If any of the Donation Information fields are specified, Salesforce will create an Opportunity and will associate it with either Contact1 (and the Contact's Household), or Account1. These are the Donation Information fields in the NPSP Data Import object.
How does C&P donor management match with NPSP?
By default, C&P Donor Management matches on the Contact's First Name, Last Name, and Email. NPSP adds custom Personal Email, Alternate Email, and Work Email fields, and a Preferred Email picklist with a workflow that copies the chosen Preferred Email to the Email field.
How does C&P donor management work in Salesforce?
By default, C&P Donor Management matches on the Contact's First Name, Last Name, and Email. C&P Alias Email, Email, Alternate Email, Personal Email, and Work Email. Salesforce natively includes Email on the Contact. By default, C&P Donor Management matches on the Contact's First Name, Last Name, and Email.
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What is included in Npsp Salesforce?
Salesforce NPSP FeaturesDonor Management. NPSP builds upon the Salesforce data model, giving you the ability to create in-depth supporter profiles and full 360 views of your supporters. ... Volunteer Management. ... Grant Management. ... Campaign Management. ... Program Management. ... Reporting and Analytics.
What is a contact in Salesforce Npsp?
Salesforce for Nonprofit Organizations Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue.
Can Salesforce track donations?
NPSP uses the Salesforce-standard Opportunity object to track all donations, grants, and revenue. Opportunity records are related to donors, which are tracked using the Contact and Account objects, including the household account record type included in NPSP.
Is Npsp the same as nonprofit cloud?
One of the most popular of these apps, Nonprofit Success Pack (NPSP), is the foundation of Nonprofit Cloud. NPSP provides a common data model that supports the entire constituent journey, including donation management, seasonal address management, campaign management, and pre-configured reports and dashboards.
How are soft credits assigned in Npsp?
NPSP assigns soft credits to Contacts associated with Relationship records. For example, your organization wants to recognize gifts that board members help to bring in by assigning a soft credit each time donors with whom they have a Relationship record in NPSP make donations.
How do I use Npsp?
Discover NPSP Data ImporterUse NPSP Data Importer template to format data for import.Create NPSP Data Import object records from an import.Conduct an import dry run and correct errors.Process NPSP Data Import object records to create contacts, accounts, and donation opportunities.
What do Opportunities track in Npsp?
Opportunities can be credited to a campaign to determine your return on investment. The NPSP data model comprises of objects custom to NPSP. It includes affiliations, relationships, engagement plan templates, recurring donations, payments, and a couple of more. In NPSP, Accounts are used to represent households.
What is donor management?
Donor management is the process of organizing a donor's information, tracking your interactions with them, and maintaining your relationship with them. Because donors form the backbone of your nonprofit work, building meaningful relationships with your donors should be a central focus.
Is Salesforce a donor management system?
Names, emails, tasks, deadlines, gift asks. You name it, a donor management system (like Salesforce) tracks it. A DMS is one example of a CRM, or constituent relationship management system, but specifically around donors.
Is Npsp a Sales Cloud?
The major difference between Sales Cloud and NPSP is the data model that serves as the base for the two solutions. Sales Cloud is typically oriented towards a business-to-business (B2B) model, while NPSP is a business-to-consumer (B2C) model.
Does Npsp include marketing cloud?
Marketing Cloud for Nonprofits comes equipped with native integration with Salesforce. org's Nonprofit Success Pack (NPSP)—which converts the Salesforce CRM into a free and open-source solution for nonprofits—and enables users to segment constituents, develop personalized content for their audience, and more.
How do I use Npsp in Salesforce?
25:5251:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipThings you'll need to learn. So in the first section you're going to learn and then you can actuallyMoreThings you'll need to learn. So in the first section you're going to learn and then you can actually check things off as you as you complete them very cool for people who like uh checklists.
Who Is This blog Post For?
This blog post has been written with nonprofit development professionals in mind.
How You Configure Salesforce Matters A Lot
If you’re not aware by now, you will learn that there are a million ways to configure Salesforce to achieve your business goals.
Prospect Research
First, we’re going to talk about some of the ways in which Salesforce can help you with prospect research.
Best Practices For Cultivation In Salesforce NPSP
Once you know who your prospects are then you can design a strategy to engage with them.
Money Management
So you’ve cultivated a donor, you’ve made the ask and hopefully, you’re going to have some money coming in.
Salesforce Nonprofit Success Pack Pricing
NPSP is a Salesforce CRM package created especially for non-profit organizations.
In Conclusion
Salesforce NPSP is a powerful tool that can help nonprofits with their fundraising efforts.
Initial Settings
NPSP creates Account Record Types of Household and Organization and Opportunity Record Types of NPSP Default and Membership.
Recurring Donations
If you're new to Salesforce, NPSP, and Click & Pledge all at the same time- how to collect recurring donations can be confusing- Recurring Donations, Pledges, Opportunities, Donations, Opportunity Settlement, Scheduled Gifts.... what to do?
Memberships
Managed by custom membership fields on Salesforce Opportunities, and rollups to the Contact and Account.
Matching Gifts
There are two ways to configure Donor Management to work with NPSP Matching Gifts.
Duplicate Rules
NPSP installs with a pre-configured Duplicate Rule to help prevent duplicates, and Salesforce comes with pre-configured rules as well.
What is the system field in NPSP?
The System fields capture information about the import including import statuses and information about the NPSP Data Import record. Unless noted otherwise in the table below, the possible statuses for each target object (Account, Contact, Opportunity, etc.) are:
What is the purpose of the account1 and account2 fields?
The Account1 and Account2 fields are used to match or create Organizational Accounts, and to create an affiliation between the appropriate Contact and Organizational Account. The organization for Account1 will be entered into the Primary Affiliation field for Contact1, and NPSP will create an Affiliation record representing this connection. Likewise, Account2 will be entered as the Primary Affiliation for Contact2. The Account1 and Account2 address fields are used to update the Organizational Account, not the Contact (Household) Address.
Does Salesforce create an address object?
If any of the Home Address fields are specified, Salesforce will create an Address object for the Household, and will copy the address to each Contact's Mailing Address fields, and the Household Account's Billing Address fields.
What is NPSP in Salesforce?
Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.
What is NPSP in nonprofits?
NPSP’s combination of standard and nonprofit-specific elements gives you everything you need to track the different types of revenue and relationships your organization relies on.
What is NPSP data model?
NPSP adds custom objects to record the data your team needs. This data model has become the industry standard, in part because it’s been built for the nonprofit community with the nonprofit community’s involvement and feedback. Let’s check out some of the NPSP-specific objects and their uses. Object. Use.
What is NPSP account?
NPSP adds the ability to create two types of accounts: Households and Organizations. Household accounts are used to track donors, clients, or other constituents at the same mailing address, such as spouses or a family.
Can you record a donation?
You can record each step of a donation, from prospective, to pledged, to closed, to received. Opportunities could include financial contributions from an individual, grants from an institution, contracts from a government institution, in-kind gifts from a company, or sales of merchandise related to your organization.
Is Salesforce a CRM?
You probably know that Salesforce began as a tool for business-to-business sales and is now the world’s #1 CRM, or customer relationship management platform. But in the nonprofit context, we switch out the C in CRM to make it a constituent relationship management tool.
What is the Salesforce Nonprofit Success Pack?
The Nonprofit Success Pack NPSP sits on top of Salesforce Enterprise Edition, it is a collection of organized packages designed and maintained by Salesforce.org, available for free through the Salesforce AppExchange. For-profits, you can utilize it to track sales leads, marketing initiatives, and clients.
Salesforce Nonprofit Success Pack Data Model
The household name format is the format that the NPSP uses to determine the household account name. NPSP offers you numerous different options above the default option of {Last Name} Household. Let’s take a look at how NMH customizes its household naming settings.
Opportunity Rollups
Opportunity rollups show data and information from corresponding records, including aggregate totals. In other words, rollup fields let information from one record automatically “ roll up ” and emerge on another related record.
What is Scheduled Gifts NPSP?
Scheduled Gifts use NPSP Payments. You can schedule a payment using the Schedule Payments button (Salesforce Classic) or the Schedule Payments dropdown option (Lightning). Click & Pledge's version of a scheduled payment is the Opportunity Settlement.
What is a recurring donation?
NPSP - Recurring Donation is a parent object of Opportunities. Recurring Donations auto-create open Opportunities based on NPSP Settings, and as payments are made, the nonprofit manually changes the status on the Opportunity#N#Click & Pledge defines Recurring Donations as donations that have been scheduled for automatic payments by a credit card or e-check.#N#Automatically linking a C&P-created Opportunity to an NPSP Recurring Donation only occurs if you pass the Recurring Donation ID through the form. Currently, this can only be done with a C&P FaaS form, typically designed by a consulting partner.
Is a pledge in Salesforce a NPSP?
In the Salesforce nonprofit world, 'pledge' is not very specific. In NPSP, pledges can either be recorded as scheduled gifts- where one Opportunity has Payments that are Paid - or as Recurring Donations with a defined end date. Click & Pledge has a separate object installed with Donor Management called Pledges.
Can I use Salesforce and Click and Pledge?
Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. You may use both of these apps simultaneously, but it is important to understand how these two apps work.
What is NPSP in fundraising?
Nonprofit Success Pack (NPSP) helps fundraisers operate more effectively, and that’s something all of the teams — development, program management, and communications and advocacy — at our fictional nonprofit, No More Homelessness (NMH), can appreciate.
How does NPSP work?
By default, NPSP creates a single payment for each donation since the majority of donations are paid all at once, but you can create multiple payments whenever you need to, and track upcoming payments. You can even write off payments if a donor is unable to fulfill their commitment.
What is recurring donation?
Recurring Donation. A donation that occurs more than once over a period of time. Recurring donations can be open-ended and continue in perpetuity, or they can be fixed-length donations (for example, monthly, yearly, and so on), with a start and end date.
Can you write off a donation in NPSP?
By default, NPSP creates a single payment for each donation since the majority of donations are paid all at once, but you can create multiple payments whenever you need to, and track upcoming payments. You can even write off payments if a donor is unable to fulfill their commitment.
What Are Salesforce NPSP Levels?
NPSP levels correspond to donor engagement and giving capacity. The NPSP level is a measure that indicates how likely the donor will provide greater revenue in future donations or philanthropic activities. The engagement stage corresponds with the number of points received by donors on surveys and interviews.
How should I define my NPSP levels?
NPSP levels are typically set by the marketing team, who will also be responsible for engaging these different donor segments. The current engagement level of a supporter is determined through donations, activities, and conversations.
Why are Salesforce NPSP Levels not working? 3 Solutions
There are three typical reasons that your Account or Contact Levels are not being set: batch processing, incorrect source fields, improper ranges.
How to Use the Levels of Engagement in Salesforce NPSP for Donor Engagement Plans
Donor engagement plans are used to help plan out what level of engagement would be appropriate for donors at different donor levels. These Engagement plans allow for a pre-defined series of activities to be assigned to a team member on an account.
Conclusion
NPSP Levels are an essential part of donor engagement plans, as they allow for a pre-defined series of activities to be assigned to a team member on an account.
Related Questions
What can be accomplished automatically when combining levels with an engagement plan? The combination of NPSP Level and NPSP Engagement Plan Templates can bring automation to task creation and assignments during the course of a donor’s life with your nonprofit.
Additional Resources
Tom is a multi-disciplined leader with over a decade of experience in nonprofit operations, technology leadership in government, and over two decades of servant leadership.
Standard System Mapped Fields
One thing before we begin with the field mapping—Donorbox pushes a new campaign to Salesforce only when a donation arrives. So if you have created a campaign on Donorbox and are wondering why it’s not showing up in your Salesforce account just yet, that’s the reason.
Standard fields that are optional and have to be configured by the user
The following table explains what value is contained in each of the fields that you see on the Salesforce Data Mapping page in Donorbox. All of these fields can be mapped to any of the standard and custom fields that are present in the Account, Contact, and Opportunity objects in your Salesforce org.
Custom (Campaign-specific) fields which can be configured by the user
Donorbox has a powerful form builder that allows you to add custom questions to your campaign form. Along with the standard fields, Donorbox gives you the capability to map these additional questions to your Salesforce fields.