Salesforce Nonprofit Success Pack Consultant

Gifts are the lifeblood of most organizations. You model donations, pledges and recurring giving, handle soft credits so that influence is recorded, and keep donor history clear enough to guide a conversation.

• Donations as opportunities
• Pledges and payments
• Recurring donations
• Soft credits and who gets credit
• Major gifts and a fundraising pipeline
• Reading a donor’s giving history

You build A fundraising setup that records a pledge, a recurring gift and a soft credit.

Large campaigns bring large batches of gifts. You choose how to enter gifts quickly, split them across funds, calculate totals and levels, and keep rollups accurate so that thank-you and reporting do not lag.

• Entering gifts in batches
• Allocating gifts to funds
• General accounting units and fund reporting
• Donor levels and how they are calculated
• Customizable rollups
• Fixing a gift entered wrongly

You build A batch of sample gifts allocated to funds, with levels and rollups checked.

Donors give again when they feel known. You plan campaigns and appeals, use engagement plans to schedule stewardship steps, and choose tools for communication that suit the organization’s size and skills.

• Campaigns and campaign members
• Appeals and response tracking
• Engagement plans for stewardship
• Segmenting donors for communication
• Email and marketing tools compared
• Measuring a campaign’s return

You build An appeal campaign with an engagement plan that schedules follow-up.

Programs are why the organization exists. You track the people it serves and the services delivered, and organize volunteers and their shifts, so staff can show funders what was done and for whom.

• Program and service models for nonprofits
• Tracking clients and what they receive
• Case management for sensitive work
• Volunteer recruitment and scheduling
• Recording volunteer hours
• Reporting program outcomes to funders

You build A program tracking design covering clients, services and volunteers.

The pack makes choices about how people and gifts are stored. You learn its household model, how relationships and affiliations connect people to each other and to organizations, and which settings are safe to change.

• Household accounts and contacts
• Relationships between people
• Affiliations with organizations
• Opportunity naming and other global settings
• Settings that are hard to reverse
• Reading what a configuration already does

You build A settings review for an existing org, with each risky setting flagged.

Every requirement can be met several ways. You weigh configuration, custom code and AppExchange products on cost, fit, upkeep and risk, and explain the choice to a board that does not speak in platform terms.

• Declarative options first
• When custom code is justified
• Evaluating AppExchange products
• Total cost of ownership for a small team
• Upgrade and support risk
• Writing a recommendation a board can read

You build A recommendation memo that compares three ways to meet one requirement.

Nonprofits hold sensitive details about people in need and the people who fund them. You apply sharing, profiles and field security, and plan access so volunteers and staff see only what their work requires.

• Sharing for fundraising and program teams
• Profiles and permission sets for each team
• Field security for sensitive data
• Access for volunteers and temporary staff
• Privacy expectations of donors and clients
• Reviewing security against a requirement

You build A security design that separates donor, program and volunteer access.

Software succeeds when people adopt it. You move from requirements to design, plan change management for a small team, test with real users, and prepare the deployment so the organization is ready to switch over.

• Eliciting requirements from staff and leaders
• Moving from requirements to design
• Change management in a small organization
• Test planning with real users
• Deployment planning and cutover
• Training and handover

You build An engagement plan from kickoff to go-live for a small nonprofit.

Years of donor history live in spreadsheets and old systems. You plan how to clean it and bring it in the right order, and how Salesforce will connect to payment, email and accounting tools afterward.

• Auditing legacy data
• Cleaning and deduplicating
• Import order and relationships
• Using the Nonprofit Success Pack data import
• Connecting payment and email tools
• Validating a migration

You build A migration plan and a validated sample import from a legacy donor list.

Boards, program staff and fundraisers ask different questions. You choose reports, dashboards or more advanced tools for each, and design measures that the organization will actually read and act upon.

• Reports for operational questions
• Dashboards for leaders
• When advanced analytics is worth it
• Fundraising measures that matter
• Program outcome measures
• Keeping measures consistent over time

You build A set of dashboards for a development director and a program manager.

Work a complete engagement on paper. You choose the solutions, design data and security, plan migration and change, and present a proposal that a small leadership team could approve.

• Framing the nonprofit’s needs
• Choosing solutions and design
• Planning migration, security and change
• Estimating effort honestly
• Presenting to the board and staff leads

You build A complete solution proposal for one nonprofit, with design, plan and risks.