blog banner
Get Started – Fundraise with NPSP

Get Started – Fundraise with NPSP

the broadcast is now starting all
attendees are in listen-only mode Good morning everyone! Welcome to Get Started: Fundraising for Nonprofits in NPSP This is the first webinar in our brand new fundraising series for nonprofits. My name is Anne Crawford. I am a Success Content Specialist here at focusing primarily on
helping people get started with Salesforce as well as the Lightning
product. I have a background working as an admin in the small nonprofit here in
San Francisco as well as as a consultant partner. Now here at
working with other customers and with me today is Tim Weeks. Good morning everyone I’m Tim Weeks. I’m a Customer Success Architect at I focus on providing strategic guidance our
largest nonprofit and higher ed customers like in I have a consulting
and in admin backgrounds. Before we begin I just want to call your attention to
our forward-looking statement. Please make any purchasing decisions based on
products and features that are currently available in Salesforce and not on any
features that we talked about that are in the roadmap but not actually part of
the product as yet. Before we begin some quick logistics this session will be
recorded and you will get a slide deck after the webinar in an email. I also
want to call your attention to the Power of Us Hub which is where you can get
more information. We would like to recommend that you follow the getting
started topic in the Power of Us Hub. I’m gonna quickly show you how to do. I’m gonna go into the Power of Us Hub. This is
what it looks like from the home screen of the Power of Us Hub. When you log in
you’re gonna go over to the topics tab Then you’ll see that it’s grouped by product so the NPSP is what we are on now. There’s some options of topics
you can follow here. Then scroll down and you can see things about our updates. Then various sectors nonprofit sector might be when you want
to follow. Then we come down to journey point getting started so our
recommendation is you click on this topic. You follow here, you just click follow or unfollow. Once you follow make sure to set your notification preferences by default you will get no notifications if you’d like to you can set that to every post. That’s what I’m going to do right now. With that we’ll go back into our slide deck this morning we’re going to look at basic
fundraising in NPSP. We’re going to start with understanding the opportunity object in Salesforce. Then we’ll look at capturing your organization’s
fundraising processes and look at different ways to slice and dice your
fundraising data. So that you can understand what funds you’ve brought in
and what funds you can expect to bring in the future. okay skipper poll most of you have probably been working in the nonprofit fundraising area in one capacity or another. Even if you’ve been doing fundraising for a very long
time you still may not be familiar with tuned art opportunity that’s a Salesforce term for any revenue that we track in NPSP. In previous webinars, we’ve talked about other Salesforce objects such as accounts and contacts
opportunities it’s a separate object. That’s how we track revenue in Salesforce so what is an opportunity opportunities are any potential revenue
generating activities that you wish to track until they’re received and or closed. Regardless of how long it take that revenue to come in you can use the
opportunity object to track your stages over time. That could include things like donation from a person or company it grants from a foundation or a government institution. It could include major gifts from an individual donor or things like
membership merchandize or services related to your organization. Let’s look at that a bit more if you think about your own organization. You’ll know
that you use a very different fundraising process for your direct mail
campaign. Then when you approach a donor for a major gift. If you’re in a bigger nonprofit you may even have different departments that handle major
giving events and direct mail. Here are some steps that correlate roughly
with the steps that your fundraisers might take for donations here and then
grants where you have a multi-step process and major gifts the project the
steps are similar but not identical to your grant steps. Then memberships
where it’s a pretty simple step process and just the same as your donation
process in Salesforce we call the sequence of steps that you take for a
particular type of revenue a sales process. We call each step a stage. Let’s break that down with a couple of examples let’s start with a very small
donation. Let’s say in our example you send out your annual campaign either by
direct mail or email. In our example we send out 5,000 appeals, we get 500
responses back ten percent response rate pretty good of this 500. Let’s say we get
five donors who pledge money now that they’ll pay later so the way that we handle those in Salesforce is we enter an opportunity in
the pledged stage. This allows us to track the amount of the pledge and the date. We can expect to obtain payment and then when the funds are received. We can
change that stage from pledged to post it the remainder the 500 responses will
most likely come in the form of checks or credit card payments. For these, we just enter this donation as posted. We skip the pledge stage. We already have the money. We don’t need to do anything other than follow up with an appropriate. Now acknowledgement notice what we aren’t entering we don’t create opportunities for the 4500
campaign members that did not donate this time around. If we’re using campaigns and campaign members in Salesforce we can still track those campaign members and whether they what they were sent an appeal and that they
responded or didn’t respond. We can track how much money our campaign
brought up but it really isn’t worth it for mass appeals to enter a donation for
every potential opportunity there’s just too many of them we eat up a lot of data. For grants, it’s a whole different story grants them to follow a much longer timeline and maybe even upwards of a year depending on the funding source. You have much fewer of them. Typically nonprofits will start with researching potential grants long in
advance our development staff may keep tabs on postings in grant watch. Maybe
you research grants through Foundation Center look up websites of funders. they
know have funded other similar projects for other nonprofits in their area our
chances of any of these grants coming through to fruition are super low at
this stage. By entering them now in the identification stage. We can organize
our efforts, track our deadlines, keep track of requirements, etc. All in Salesforce. As we get more information we may submit a letter of intent for grants
that we find that we actually do meet their requirements for and others we may
be determined that we don’t meet the requirements for. We mark those as
withdrawn after the after our identification stage. Then hopefully if we’re successful we’re invited to submit a full proposal. If not we mark our opportunity grant tonight at this stage. Then after we submitted our proposal we get a response back and hopefully we got our grant. we’ll be super happy. If not we will update our opportunity at this point to say grant
denied. Capturing the whole lifecycle of our grant allows us to track our
progress against our fundraising goals track our calls and activities and give
our entire team visibility onto what we are doing at any particular time as we
work to obtain grants. As you set up Salesforce, think about the discrete
steps that your fundraising team needs to take for every type of revenue. then map it out. You can just you can do a process diagram like this. You can just jot it down using pen and paper or your favorite word processing program. With that, I’m going to turn it over to Tim to take us through a demo. Thanks, Anne, let me just share my screen here. I’m gonna bring up Salesforce. What I’m going to do now is kind of walk you through these two
different processes that an outline both the simple donation. Then a little bit more complex grant request process. For simple donations from an individual, the easiest place to start is from the contact record you could start
a donation from the household account record or the opportunity object. It’s really easy to do it from the contact. Today I’m gonna search for our fictitious donor Adam Abdul and you can see Adam is actually gonna come up in my
recently searched contact. I’m gonna click and go right to Adams contact
record. From Adams contact record I can click new donation and my quick action
is. I give me a few fields that are critical on any new gift first opportunity name this is pre-populated with the words new donation. The NPSP
will auto name your donations for you based upon the naming conventions that
you or your admin set up when you initially configure NPSP. We’ll be able to cover that in a future session for now no you don’t need
to actually name your opportunities you can leave the boilerplate new donation right there. Close date is the date that you either receive the check
or the check date I received a car payment or if it’s a pledge to date. You will receive payment. In this example we know we received the
and the check was dated April 16. We’re gonna put the closed date is April
16th because we’ve received the funding. We’re gonna mark it as posted instead
of pledged which would indicate that we were waiting on the dollars. We’re
gonna put it amount in this case Adam gave a $25.00. You can also put a primary
campaign source or associate a gift to a primary campaign source. We’ll again
cover that in a future stage for today let’s just keep it basic and leave all
the other fields blank. We’ll click save. NPSP creates my donation presents a
toast where I came through and see the details of my donation record. I’m gonna
click the details tab of my donation record. The first thing I’ll notice is my opportunity we named for my opportunity naming convention household
name amount the record type. The closed the account name and primary
contact are audited with Adam. At Adams households we see our $75 gift closed on
4:16 the date of our track with a stage of post. Which means receive the funds and the probability is automatically set to 100% because we’ve
received the funds in our stages posted different stages have different probabilities. We’ll talk about that in a moment. Let’s take this a step further let’s create a grant opportunity. One more you need to track a grant application process. They may last months
or even over a year. I’m going to start from the opportunities tab. This time I’m
going to click new. Here I’m going to the opportunity to select from any of my
opportunity record types in this case I’m king in a grant. I’m going to
select grant this is going to give me the fields and picklist values that are
relevant to a grant process. Again opportunity name will get automatically
populated but we have to put something there. I’m just going to put the words grants as a placer. The account name is the institution we’re seeking the
funds from. In this case, we have prospected a foundation called the
Sunshine Foundation. We believe they meet our patient’s mission. We should
be able to get some philanthropic dollars from their program. The amount is
the amount we believe that we can get from this funder. Early on in a fundraising process, you may think we may be able to get $25,00 from this funder but later on you may speak to the program officer. They may tell you it’s more likely to get $10,000 this amount can always be updated as well as the stage. At this point, we’re still searching the
funder. Later on, we may move this to the solicitation, the LOI, or the
application stages. A closed date again is the key piece of data the date that
we believe this gift will close. We know that this process is going to be lengthy. We don’t think the adjudication is going to end too well into 2020. I’m in after the end of March of next year. With that information, I’m able to save I’m not going to add any other details right now there are other fields
you can use to track more details about your grant process. As you become more
sophisticated and comfortable on the platform, you’ll be able to leverage
those. just created our grant opportunity. If we
go to the details tab again. We’ll see that our opportunity name is conforming
to our naming convention our opportunity is 0 connected to the sunshine
foundation. We believe we’re gonna get $25,000 but we’re still researching. We don’t think we’ll know anything firm until March of next year we can see
because we gave it a stage of research. It’s automatically given us a 15% probability which we could go in and modify. If we think that is an act we
think it’s more like 40% or maybe even less. It’s even calculated for us the expected revenue based upon the probability. Amount times ability is
expected revenue. There we’ve basically created the framework for
managing the entire grants process that. You can manage this record throughout
the next year as you cultivate this relationship. With that, I’m gonna pass it off to Anne. Thanks, Tim, that was really helpful to
see in action. Now that we understand how what we want to do how to use it. let’s talk about how to actually set it up. There are five different steps. We
talked about the first steps in our previous slides mapping our fundraising
processes and identifying the discrete steps or stages. those two steps need
to happen outside of Salesforce. You’ll need to spend some time with your
IDI and your fundraisers. Make sure that you capture the stages that are
meaningful to your organization. The last three steps really work together those
are review the opportunity stages in Salesforce review your sales process. Also, review and understand record types but they work together. We’re going to look at them one at a time so let’s do that now the stage field is really
the heart of the opportunity object in Salesforce because it’s field that
powers your opportunity processes. In Salesforce stage is really a picklist
field meaning that your users can pick one of a limited selection of values but
it is a lot more robust than other picklist fields in Salesforce. As you can
see in this slide the stage field holds kind of a master list. Of all the available stages your users can choose from some of these stages come standard
with Salesforce. Other stages have been added by NPSP. You can add more if you want to you will also notice that each stage has a type. This column here
you’ll notice we have three different types open, close one, and closed lost. Close one are opportunities that you have received like the endings example of a small donation. In Tim’s demo that was a closed
one opportunity. Closed lost are funds that may be a grant that you work
through the process and ultimately didn’t get. You would mark that closed lost and that’s a zero percent ability. Open are any stages in the middle between close one and close last. They have various probabilities that
are set here on the stage level. We also have forecast category we are not going
to talk about that today. Just know that Salesforce does have some pretty
sophisticated forecasting capabilities. This is where you would set the forecasting category if you were to use those in the future. Let’s talk a little bit more about probability besides being open and closed when a
close loss as I mentioned the stage is mapped to a percentage probability. In this slide, we see a typical grant process from prospecting to awarded. In the prospecting stage, these are grants that you’ve just identified you
may not have any connection to this organization and really you have a very
little chance of obtaining these funds. You may want to assign this a 10% probability, 5%, 15% something pretty low. That indicates the relative unlikelihood
of your getting these funds and once you move to the LOI submitted stage. Your
chances are still not great but you do know that you at least meet their
guidelines. You have some indication that you you meet they’re you know
they’re giving guideline for organization. We’ve assigned this a 20% probability then if you have moved further down the process. You’ve
actually been invited to submit an application your chances have moved up. At this point we have 40% but you will want to adjust this based on
your organization the type of funding you’re applying for. Whether
you know if your organization has a track record in this area etc. That will vary. Then once you’ve gotten the funds. You’ve been awarded them you move to 100% probability that’s a closed one stage. Then if
you’re denied you move into a zero percent probability which is a closed
lost stage. We do have recommended donation stages and probabilities but your stages really should mention reflect your
donation process rather than the salesforce defaults. These probabilities are helpful because they can help you to participate expected revenue in your donation fundraising pipeline. We’ll take a look at that
later on in our demo in our third demo so refer to your process maps and
discuss this with people in your organization. This really should be one of the first things you configure in Salesforce. If you think back to the
stage slide two slides ago you’ll recall that this was really just
a giant list of stages kind of a master list of all the possible stages. Not
all of them are relevant to every type of revenue process. You may not want
to use some of them at all. You want to focus your users on the stages that are
relevant to the particular type of opportunity they’re working on. Whether
that be a grant a major gift an in-kind gift or a simple donation that’s where the sales process comes in. A sales process you can think of as
essentially a pre-built filter. That allows you to select just two stages that you need for each type of revenue. The sales process should correspond to
your process maps and should just be the stages that you want your users to pick
from. NPSP comes with four sales processes a donation a grant and in-kind
gift and a major gift but you can add more sales processes if you need to. You
can find them under sales process in setup. Once you’ve done that then we need to move on to record types so our fundraising processes this define our
sales process. Our sales processes are assigned to opportunity record types.
Record types help you track different types of income and guide your users by
optimizing their data entry. Your NPSP trial includes six different record types to help you classify your income donations. Which would be for general
typically smaller donations, grant, in-kind gift, major gift, matching gift, and membership. You can add more record types for things like merchandise sales, registration income, or program income,
and/or any other type of revenue you need to track. If you were paying close attention you may have noticed I mentioned there are
four sales processes but six record types. That’s because you can assign the same sales process to multiple record types. By default NPSP assigns
the donation sales process to the donations matching gifts and membership
record types because non top profits typically use a fairly simple set of
stages for all three just posted and pledged. Remember a sales process is just
a filtered list of stages record types also control in addition to the stages
they control picklist values for other fields such as member level or payment
method. We can use record types to track different types of business processes on
any salesforce object. Generally we recommend using record types for
mutually exclusive data. For example, a grant is never a donation. It’s super easy for your user to select the right record type and with the account object.
A household object is never an organization account. Again, your users
will always pick the right one record types often don’t work as well for things like contact records particularly at a non-profit. At first, it can seem
like a really practical idea to create one record type for donors another for
participants a third for volunteers but what record type would you use or
choose when contact is both or when a donor becomes a volunteer or vice-versa. Only use record types when your users can easily determine which one to pick What that Tim is gonna walk us through a demo. With that information, you’re really ready to
dive in and start setting up your fundraising business process in Salesforce. With all things, many times it’s just
easier to see in Salesforce. Let’s walk through it let’s start with stage
picklist values to get to those picklist values. We need to modify the opportunity
object and go into setup. If you’ve never done that before to get to setup
in the top right-hand corner of your Salesforce screen, you’re going to see a
gear icon. Click the gear icon and click setup. This is going to take you to your
setup menu. Once it loads we’re going to need to go to the object manager tab
to measure our opportunity object. We’re going to use the quick find to certain opportunity now these objects are in alpha orders. You could scroll
through if you prefer. Let’s click on the opportunity label and on the left you’re
going to see all the different elements that we could modify or configure on the
opportunity object for stage we’re interested in looking at fields and relationships. Again, I’m going to use the quick find just search for stage. Click
the field level label stage. Here you’re gonna see a very familiar that
you may remember from Annes presentation of all our available stage picklist
values. Again these are all the values that are available in our org we’re
going to be able to select. Which ones go with which sales process. Which
record type in the next stop. Right now I just want to point out that we can
make changes to our stages. I can click edit. Next the pledged. Maybe I want
to change the probability from maybe 15% to 75% because our donors are trustworthy. Once they make a commitment we know they’re going to
follow through and I can save. I can also create new stages by clicking new maybe
it’s one that’s missing from one of our sales processes maybe paid is something we want to add. I can give it a probability of 100% and because we know
paid means you the funds it’s closed won and safe. Maybe, later on, I say you know what hate is not something we want to use any
longer. We can easily deactivate a stage I
recommend deactivating over deleting. Deleting removes the value as well of all as well as all the data. If you’ve associated a gift with the paid stage you it would
lose that value by deactivating keeps the value but just no longer makes it
available to users. I could simply deactivate and now instead of it being
in my active list. It’s not inactive out use no longer available to users. This
is our entire universe of stage picklist values but we want to narrow those down
to sales process and record type. Let’s look over on our opportunity object on the left and go down to record types. You’re going to do record types
that are familiar for man’s presentation the ones that come pre-loaded with NPSP. Also some additional ones that we’ve added over time I’m sure you’ll add your own as you kind of map out your own sauce. Let’s take a
look at the grant record type by clicking the record type label. We can
see that it has a sales process associated with it called grant. If we
click on that sales process we can see the selected values from the entire
universe of opportunity stages. We can easily remove values those application
drafted is no longer necessary for our opportunity stages and add values maybe
cultivating. When we want to add and we can save it’s that easy to change out
the stage values that are in the sales process of a certain record type. Let’s
go back to record types and let’s take a look at the membership record type. We’ll
see here the members of our camp has a sales process of donation. This is a great example of using a sales process across multiple record types. The
donation sales process is being on the membership record type as well as the
donation record type because they both have a simple we look pledged and posted process. There you have it stages record types
and sales processes a central part of getting started in the nonprofit success
pack. With that, I’m gonna pass it back to Anne. Thanks, Tim. I’d say great demo okay. Next, we’re gonna talk about to me what is the fun part. As I mentioned record type and stage are really important for helping you
understand both your past fun during raising efforts and the income you can
expect to receive in the future. We’re gonna take a look at a few examples of
some ways you can take advantage of these features to analyze your fundraising efforts. Then Tim will walk us through an example in the next
demo. List views are a quick and easy way to get an instant-read on your records
from a single object in Salesforce. In this list view we see a Kanban view of
our grants of this fiscal year. We’ve grouped these opportunities by the stage
field and then summarized the total amount of opportunities at each stage. Here we can see that we have four grants in the prospecting stage totaling two
hundred and ninety eight thousand dollars reports have a lot more
functionality than less views. Here we are able to look at all of our closed
one opportunity last fiscal year grouped by a count record type and on
which is on the account record object. Then subgrouped by opportunity record type we can see our mix of income between household accounts and
organization accounts such as foundations and corporations. We can also export the details should we need to we can also use revenue reports to
help us with revenue forecasting. Here I’m not talking about the Salesforce forecasting model I’m just talking about how to get a read on what income we can expect to receive in the future. Here we can see a report
of our grants this fiscal year by stage we have the amount field and the
expected of revenue field on the report layout. Then expected revenue is
calculated by multiplying the amount field by the probability. It’s important
to note that you can manually override the probability that you set on the
stage level for a particular opportunity if you need to. As we have on the billing
Melinda Gates Foundation grant here in the research stage. Tim actually showed us this in his last demo as well but pretty easy to
do on the opportunity level for a particular opportunity that doesn’t quite meet the same stage probability as the default. It’s a lot of
work to be continually poking into your list views and reports when you just
want to get a quick read on your revenue. You can use a dashboard to get a high
level or an executive view of your fundraising reports. In this dashboard
we’re tracking our grant pipeline here on the left you can see a funnel view of
the expected amount by stage as well as a summary metric above. That is showing the expected revenue here next to our total of open grants. On the right
we can compare the number of grants we’ve won this year against our goals. Here we have what we call a gauge metric where we have our total goal for the
year. Then how much progress have we have we need in our closed one grant. Here’s the total amount of our closed one grants. Here it is on a gauge
against our goals. Then we can see how many did we win next last year at
this point we’re pretty early in the year. It’s not surprising that this there’s a discrepancy here. Maybe as we move towards the end of the year
we’ll be a bit more concerned. I’m going to hand it back to Tim to take us into this in a demo Thanks, Anne. I showed you in the slides that thoughtful setup of record types sales processes and stages
will allow you to build powerful listviews reports and dashboards. Let’s get back in the Salesforce and I’ll show you how easy it is to visualize your data with ListView. Personally, I love lists views they’re easy you get to filter data as I mentioned on a single object. Also if
you filter that object by record type you even can take act on your data in
line without actually going to the actual record on one or multiple records. Let’s take a look at a few list views. Then I’ll show you what I’m talking
about. If I click the opportunities tab this will stick with our theme of opportunities. You’ll see I’m on the all
donations list view. If we click the filter button we can see that this ListView is showing us all opportunities filtered by opportunities that have the
record type of donation because we’re filtering by record type. We can
add edit records in line. I can see the data but I can also look and say you
know what these stages are actually had been updated because the last time I was
in Salesforce. I want to take action I could go in and change one of them. I could go in and say my Acne corporation, get this Acme corporation
gift. Maybe also the Addison and more household gift have all switch to
the stage of posted. I can set posted say update all three records, click apply. You
can see that all three records are highlighted to show me the change that
would be committed to my database. I can click save. Let’s use our powerful
to see the data and filter the data but also take action on the data. You can
also create an own list use really easily. That’s why I like let’s use as well. Let’s go and click create a new list view together. I’m going to call this list view and turns FY our system will automatically let us an
API names. We don’t have to mess with that information. We do want to set
who can see this list to you so maybe you want to create the list view for
your own work maybe you want to share with your co-workers or share it with a
small group of users today we’re going to share it with all of our co-workers
we’re gonna say safe. Let’s set some filters on our list view the first filter is all opportunities we want to display all opportunities and add additional filters such as record type This is an alpha order. We’re gonna look for opportunity record type. We’re gonna say equals grants or grant because
that’s the record type that we’re going after. In this list view we’re gonna add an additional filter of close date. Instead of putting a literal date we’re going to put a relative date filter of
this fiscal year. We’re gonna say if I’m hiding my filters and take a look at
the results. Now I have all of the grants from this fiscal year. I can go in
like I said because I filtered on record type. Make change you’re struggling the data if I so please. Sometimes you want to dive a little deeper into the
data and query on multiple data objects at once or have more flexibility. How you display and summarize your data? That’s where you need to take things and
stop further it’s the lightning report builder. Let’s go ahead and take a
look at a report that we built on in advance of this webinar. By going to the
reports tab and searching for the grant pipeline planning report I’m going to do
that I can’t do that I’ve looked at it recently and it’s in my recent items. If it wasn’t in your recent items you can go to all reports and search for the
report you’re looking for there we go. Right off the bat, we can notice that we’re
already able to do some additional summary work that Anne pointed out in her
presentation. In this report we’re summarizing by stage so these are our
grants summarized by stage. Now we can do additional summary with additional
summary work with reports. I’m going to click yet. I’m actually going to group my columns by closed date it was a value in my report. I actually want
to do some grouping work here so now you can see that I have my stages on the
left my close dates across the top. This is day of the month and that’s a
little granular for me. I’m actually going to group 8 by calendar month give it a little more of a high-low feel and then run this report. Now I have my detail information once it loads down on the bottom I have my
summary information on the top and I can even get fancy and add a chart I think pipeline reports do well in funnels you can see here. Now I have
a funnel report summary information and detail information. Happens when you
need to communicate to your executives. You need to provide them with the
KPIs and success metrics that help them understand your work without overwhelming them with the details in a report. That’s where dashboards come in. Let’s go over to the dashboards tab I have it kind of hiding under my more
tabs here. The dashboard I want to look at you today is the grant analysis
dashboard. I’m just gonna go to all dashboards. I’m gonna search for it there we go. This is a pretty great dashboard took some time to build this on in advance. As
we wouldn’t have the time to build one from scratch with you. Some things to
know about dashboards if you become a strong report builder your dashboards will shine. Each one of these dashboards is underpinned with a
report. If I were to click through on this blue link the bottom of any of these dashboard components I would go to the underlying report. The second thing
is clicking the refresh button. Always gives you the most recent up-to-date
information. Again dashboards and dashboard components are driven by
reports. By clicking refresh all the underpinning reports are rerun and your
dashboard updates. We can also easily make modifications to an existing
dashboard. By clicking at it we can resize components with drag-and-drop
interface. We can move components around screen if we so desired just going to
kind of drop this one back in place. We can also add additional components by
clicking new component and selecting from any report in our system or one
we’ve recently created. Maybe I want to add the grant pipeline planning report
to my dashboard as a component, there you go. I have my great grant pipeline and planning report in my dashboard and
click save. What else can you do with dashboards? Well, naturally you want to share that. There’s some easy ways to do that you can navigate to the dashboard tab and
view your dashboards. You can ask your admin to add the dashboard to your home
page. At any time you log in to Salesforce it’s the first thing you see you can subscribe to a dashboard or then subscribe your co-workers with a daily
weekly or monthly frequency set the time How do these results email to you? You don’t actually have to come into Salesforce to see them or one of my
favorite things to do is favorite dashboards by clicking the star in the
top right. Now anytime I come in Salesforce in my favorites is my grant
analysis dashboard. There was your kind of whirlwind tour of list views, reports, and dashboards. Which are really all made possible by the setup work you do with the record types, sales processes, and stages. With that I will pass it back to Anne. Thanks, Tim. We’ve covered a lot. Let’s do a quick recap of what we’ve
covered. First, we covered the importance of mapping your fundraising
processes outside of Salesforce. That you have an idea of what metrics you need to track. Then when you do that identify discrete steps or what we
call stages in Salesforce. Once you’ve done that then you can review the
stages that are in Salesforce take a look at the defaults and see if those work for you adjust the probabilities. If you need to or even add some if you need to. Then take a look at the sales processes make sure that you
create a filtered list of values that work for the data entry for your users. Again look at the defaults and then modify them or create additional ones
should you need to. Last take a look at the record types NPSP comes with six
you may need a couple more that’s very common. You’ll need to create a record
type. Then assign a sales for a process or create another one so that’s
that’s it in a nutshell. How to get your fundraising processes into Salesforce that you can then go on and create the great listviews, reports, and dashboards that Tim just showed us in our demo. Next, I just want to talk about some additional resources for you as you get started on your Salesforce journey. First, we have a couple trailhead trails. Trailhead is our free online learning platform. We recommend a couple. We have one that this is for end users. This isn’t for people who are setting Salesforce up
it’s people for people who are using it. This is about how to use Salesforce for fundraising it’s got a lot of great modules. Take a look at that you’ll
want to step through those modules yourself. Then move on to the Admin trail where it’ll dive into some of them here we covered today as
well as some additional tasks that you as an Admin will want to configure. I also want to let you know that today is
our first webinar in our new fundraising webinar series. Soon we’ll be having our next in the series which track your income in NPSP. Then we’ll be moving
on through the months to managing pledges and recurring donations, employer Giving and matching donations, and soft credits or influence. Keep your eyes peeled for those. Then we already have built out a program
management series that you can take a look at as well as an engagement series. This would be things like campaigns, email marketing, email automation, and
things like communities. This is just a slide of the resources available to
you as a nonprofit customer. We have this grouped into three
categories one is always on resources those are things like trailhead that I
just mentioned. Even our getting started webinars which are recorded and are on
our YouTube channel. We also took a look at our Power of Us Hub
where you can get answers to your questions and look at other people’s
questions very helpful as well as technical documentation in the Salesforce help and training portal. Then we have adoption program so those would
be things like if you’re a premier customer. Which means you’ve paid for
Premier Success and includes accelerators and as well as circles of success. It also includes things like implementation partners where we have
partners out in the community who help nonprofits get up and running on
Salesforce. Then we have things like project and advisory services. This is what Tim does working one-on-one with customers on on a strategic level to
help them in implement and get the most value out of their Salesforce product
donations. With that, we will thank you for joining us today! Please get a hold of us with any questions in the Getting Started Group in the Power of Us Hub just look under
topics for getting started. Thank you so much for joining us! Have a great day.

Leave a Reply

Your email address will not be published. Required fields are marked *