Nonprofit Cloud Academy:

Consultant Fundamentals

Instructor: Jeremy White

Nonprofit Cloud Consultant Certified
Forward-Looking Statement
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salesforce.com, Inc. assumes no obligation and does not intend to update these forward-looking statements.
 Jeremy White
VP, Consulting and Training
Stony Point, Inc.
stonyp.com
Course Overview
Schedule

Monday, Jan 11, 2021, 8:00-10:00am PST:

● Introduction to Nonprofits & Nonprofit Cloud
● Nonprofit Cloud Product Configuration

Tuesday, Jan 12, 2021, 8:00-10:00am PST:

● Nonprofit Cloud Configuration cont.
● Implementation Strategies & Best Practices

Wednesday, Jan 13, 2021, 8:00-10:00am PST:

● Solution Design

Thursday, Jan 14, 2021, 8:00-10:00am PST:

● Integration & Data Management
● Analytics
● Wrap Up - Nonprofit Cloud Consultant Exam Info
About This Course

❏ 8 hours of instruction

❏ This is just the first step - following up with further study is required, use the Training &
Cert Guide

❏ General overview, not a deep dive

❏ Learn how to implement Nonprofit Cloud as a consultant

❏ Understand how to use the vast self-service resources available to you

❏ Prepare to take the Nonprofit Cloud Consultant Certification Exam

❏ Hands-on practical experience with qualified experts is critical

Nonprofit Cloud Consultant Certification Exam
Training Aligned with Certification Exam Sections
Housekeeping

● Sessions are being recorded and will be available in a few weeks.

● In interim, please access recordings from past sessions here:

https://partners.salesforce.com/s/education/general/Nonprofit_Cloud_Academy

● Please complete survey after each session

● Put questions in the Q&A panel

Bookmark the Nonprofit Cloud Consultants Trailmix
sfdc.co/NGOtraining

• NGO Training & Cert Guide

Trailhead Modules
• Knowledge Articles Study the
• Release Information Guide!
• Recorded Training
• Collaboration Groups
Introduction to Nonprofits
Exam Category: Nonprofit Domain Expertise
Exam Weighting = 20%

Consultants should have a fundamental knowledge of nonprofit

customer business challenges, operating procedures, success metrics,
and reporting requirements and how Salesforce can address them.
● Identify the appropriate Salesforce solutions for
○ fundraising and donor management
○ marketing and engagement
○ program and/or volunteer management
● Distinguish and rationalize the purpose for resource sites like the Power of Us Hub,
Trailblazer Community, etc.
What is a Nonprofit?
“Public charity” formed to provide "public benefit"

Nonprofits can make a profit

• A nonprofit cannot distribute its profits to any private individual

Resource: In the U.S: National Council of Resource: In Europe: Center for Not-for-Profit Law
Nonprofits
● Handbook on Registering a Civil Society
● What is a "Nonprofit"? Organization
● Myths About Nonprofits
 What Is Important to a Nonprofit Customer?
Common Motivators Challenges

Mission-based organizations Resource-constrained

• Challenged to minimize “overhead” expenses
• Primary business motivation is constituent
service Fundraising
• Challenged to “win” funding from individuals,
Social impact foundations, corporations
• Motivated to help people, make the world
better Show impact to justify funding
• Challenged to demonstrate results, prove value

Uneven perceived value of tech investments

• Challenges: tech management and strategy

Resource: Trailhead: Get to Know the Nonprofit Sector

The Wave of Change for Nonprofits

TECHNOLOGY CONSTITUENTS IMPACT

is changing are changing is changing

Cloud, mobile, social, New expectations, new Insights and transparency

AI, CRM, Big Data journeys, new ways to engage of Impact  are must haves

90% 75%
of Nonprofits report that
69%
of the data in the world constituents desire to participate of nonprofits see increased
was created in 2018 in their organisation’s work has demand for transparency of
increased their impact & funding

Sources: IBM, Millennial Impact Report 2020 Nonprofit Trends Report

20 Years of Nonprofit Customer Success
Partnering with nonprofits of all sizes

Arts, Culture Environment Human Education & Foundations International

Enterprise Small Health
& Humanities & Animals Services Research Relief

45,000+
missions
Nonprofit Cloud Overview
Nonprofit Cloud Industry Solution Lines

Fundraising
Create donor-centric experiences

Program Management
Amplify program impact

Register for your

Break nonprofit Marketing & Engagement next series
constituent work
into broad buckets Find and engage lifelong constituents
Meet Nonprofit Requirements for Each Solution Line
by choosing Nonprofit Cloud Program Management
Products and Services

AppExchange
Fundraising Marketing & Engagement

Resources: Trailhead Solution Line trails: Fundraise with Nonprofit Cloud, Manage Programs with
Nonprofit Cloud, Engage Constituents with Nonprofit Cloud
Fundraising
Direct Mail Incoming Grants
Event Donation Management

Moves Management Earned Income Management

Automation Batch Gift Entry & Processing

INCOME
MANAGEMENT
Peer to Peer Fundraising DONOR Payments
ENGAGEMENT

Online Fundraising Data enrichment

REPORTING
Donor Relationship & Campaign Management
Management ANALYTICS

Fundraising Reports
Marketing Engagement
& Dashboards

ENGAGEMENT IMPACT
Nonprofit Constituents Give Directly and Indirectly
Nonprofits need to understand the total giving picture

Make a Recommend Host a

personal distribution peer-to-peer
donation from a fundraiser or
donor-advised house party
fund

Request an Pledge via a Give a tribute

employer Give-at-Work or memorial
matching gift Campaign gift
Hard Credit & Soft Credits

Hard Credit Donor

● The person or organization that is actually giving
the money to a nonprofit.
Governed by law
● Donor in control of the money
(generally whoever
● Entity who can deduct the gift on taxes gets the tax receipt)

Soft Credit Donor

● Anyone whom a nonprofit chooses to
recognize as “responsible” for the gift,
without actually controlling the money.
Granted at the
● The recognition element is important, but it
discretion of the
is not a legal concept. nonprofit
Common Soft Credit Use Cases

Tribute Influence Third-Party

Contributions
Memorial gifts Household Member Intermediary tax receipting
organizations

Gifts in honor of Professional or personal Employer matching gifts

connection leading to Grant or
Corporate Gift

Notification recipients Personal connection leading to Donor-advised funds

individual gift

Peer-to-Peer fundraising

Solicitor assigned to ask for gift

 Program Management
Self-Service Communities Events

Partner Referrals & Collaboration Foundations & Grants Management

Mobile & Offline Data Capture

Volunteer Management Automate Operations & Tasks

Health Services
PROGRAM Customization & Integrations
AUTOMATION Billing
PROGRAM Program Income and
Feedback & Surveys DELIVERY Expense Tracking

Membership Management Reports & Dashboards

IMPACT
Program Performance
Hotline & Help Line Management MEASUREMENT Measurement

Outcomes &
Client Case Management
Impact Measurement

INTAKE IMPACT
What is Program Management?
A nonprofit’s programs are the way by which they deliver on their mission.

Managing a shelter Community building Trail maintenance

Marketing & Engagement
Online & P2P Fundraising

Communities Advocacy

Events Omni-channel planning

SMS / Text Data Services

CAMPAIGN
PERSONAL & MANAGEMENT
DIGITAL & ANALYTICS
Advertising Reporting & Dashboards
COMMUNICATION

Social Engagement Predictive Intelligence

AUTOMATION
& EFFICIENCY
Email Journeys Website & Forms

PERSONALIZATION AUTOMATION
Nonprofit Cloud Marketing & Engagement
Know, personalize, & engage across every constituent touchpoint
Find & Acquire New Constituents
Identify and engage new constituents, like donors,
volunteers or members

Personalize the Constituent Journey Across Channels

Build connected, customized constituent journeys across
channels

Measure ROI and Optimize Engagement

Measure & optimize total marketing performance &
impact to maximize ROI & drive growth

Extend Supporter Care to Social

Monitor & respond to constituents’ needs in real-time
Resource Sites
Salesforce Resources - Power of Us Hub
The Hub is the online community for Salesforce.org customers, partners & staff.

• Ask Questions in Chatter

• Browse Knowledge Articles
• Follow Topics
• Access Documentation

Log in at powerofus.salesforce.org
Salesforce Resources - Trailblazer Community
● Online community for all Salesforce users
● Best place to get Answers on standard Salesforce functionality
● Houses Ideas for Salesforce platform (including Nonprofit Cloud products)
● Community Group sign ups for Nonprofit user groups
● Collaboration groups
Salesforce Resources - Trailhead

● Resource for learning Salesforce

● Trails are groups of modules that provide
guided learning paths suited to specific roles or
needs
● Learning paths for end users, sys admins,
developers and more
● Use Trail Tracker by Trailhead app to guide staff
on their journey

Resources: Trailhead: Manage Your Mission with Nonprofit Cloud

Salesforce Resources - AppExchange

● The Salesforce store with over 5,000 solutions customized for Salesforce, to extend
Salesforce
● Also has Lightning Components, Lightning Data and Bolt Solutions, consulting partners,
and developers
● Peer reviews of apps and SI partners
Nonprofit Cloud Product
Configuration
Exam Category: Nonprofit Cloud Product Configuration
Exam Weighting = 22%

Consultants should understand how to administer, configure, and customize all

Nonprofit Cloud solutions.
● Modify NPSP Settings for people management
● Configure fundraising features
● Determine cause of error messages in Nonprofit Cloud applications
● Understand Nonprofit Cloud and Salesforce release schedules
● Install Nonprofit Cloud applications/solutions
● Configure the Nonprofit Cloud application security model
NPSP - People Management
Resources: Trailhead: Constituent Data Management with Nonprofit Success Pack
https://s3-us-west-2.amazonaws.com/sfdo-docs/npsp_entity_relationship_diagram.pdf
Resource: The Data Dictionary: https://salesforce.quip.com/yD1wAsdz1m1Q
Accounts, Contacts, Opportunities

Accounts: Contacts: Opportunities:

• Households • Donors • Donations
• Companies • Volunteers • Grants
• Foundations • Members • Memberships
• Nonprofits • Clients
• Organizations • Staff
Traditional Salesforce Account Model

Account Model = How Accounts, Contacts,

and Opportunities relate to one another

Traditional B2B Model

• Keep track of Accounts, the people
(Contacts) associated with those
Accounts, and sales deals (Opportunities)

Resources: What is an Account Model?,

Household Account Model
We strongly recommend you use this model.

Default for NPSP

(Automatically created when you create a Contact)

Key Concepts:
● Every Contact tied to a Household Account
● Primary Contact = Primary Donor
● Links to Employers are Affiliations

Account Model is set in NPSP Settings

NPSP Settings → People → Account Model
Contacts
Track Donors, Volunteers, Prospects, etc.

Household Model
Connections to Organization
Accounts are tracked with Affiliations.
● Account = the Household Account
● Contact created → Household Account Created

Connections to other Contacts are

tracked with Relationships.
Leads
Often called prospects

Should only be used if the object is a good fit for an existing business

process

Some potential use cases:

● Researching potential donors
● Determining if people are qualified to use organization’s services
● Volunteer recruiting
● Organization selling a product

NPSP setting to determine if you create Opportunity when you convert Lead

Resources: Using the “Leads” Object as a Nonprofit

Convert a Lead to a Contact
Legacy Account Models

1-to-1 Account Model

● Works by creating an Account record for each Contact you create (1 Contact, 1 Account)
● Account object acts "invisibly" behind the scenes, exists for the sole purpose of conforming to the
standard Salesforce Account model
● 1-to-1 account model is a legacy account model, and is no longer recommended

Individual (“Bucket”) Account Model

● All Contacts are associated with a single Account, as if all of your contacts have been dumped into
one "bucket”
● Individual account model is a legacy account model, and is no longer recommended

Household Object
● Legacy object used to group individuals in a family together - used with both legacy account models
Person Accounts and NPSP

Not built to work with NPSP → not supported for use with NPSP

For some orgs, turning Person Accounts off isn't an option

Tips to help them coexist:

● Make sure that the Person Account record type is not selected as the Household record
type in NPSP Settings
● If you're planning to do lead conversion, make sure that the Person Account record type
isn't set as the default record type for the profile of the user who is converting the lead.
● Remove the Person Account record type from all Profiles so it cannot be accidentally
selected.
Affiliations
Tracks connections between Contacts and Organization

Accounts
● Represents Current and Former connections Contacts ←→
Accounts
● Can track start/end dates
○ Affiliation record marked Primary → the Primary Affiliation
field is populated on the Contact.
● Automatic Affiliation Management setting creates or updates
Affiliations for Contacts connected to Organization Accounts
whenever the Contact’s Account field or Primary Affiliation field
changes
● Automated Soft Credit can be enabled for organizational
donations
Relationships
Tracks connections between Contacts

• Reciprocal Relationships can be auto-created

• Example: create a Relationship to connect a son with his father. The
father’s record would then have a Relationship record to his son.
• Manage Relationship Settings in NPSP Settings → Relationships
• Reciprocal Method can be List Setting or Value Inversion
• Gendered and Gender-Neutral Relationship Types
• Relationships can be auto-created via Contact lookup fields on the Contact or
Campaign Member objects
• Automated Soft Credits can be set up based on relationships
Address Management in NPSP

Track—and know when to use—multiple addresses for a

household, including seasonal
● Primary Address Type picklist allows you to specify what
type of address is in the Mailing Address field.
● Secondary Address Type picklist indicates what type of
address is in the Other Address field.
Tracking with an Address object introduces a level of
complexity
● You can disable Address Management in NPSP Address
Settings.

Resource: Address Management Overview

NPSP - Fundraising Features
Resources: Trailhead: Fundraise with Nonprofit Cloud
Opportunities

Track donations | grants | in-kind gifts | major gifts | matching donations

| memberships

Attribute to individual Contact or Organization Account

Record type determines specific process and path

Add to or remove record types based on organization’s needs

Opportunity Name is automatically populated using a default

convention

Resource: Trailhead: Donation Management Basics with Nonprofit Success Pack

Payments
Created by default
● Control behavior in NPSP Settings → Payments

Can have single or multiple payments for Opportunity and

can “schedule”

Write Off a Payment by using the Write Off Payments button

on the related list

Map Opportunity fields to Payment fields in NPSP Settings -

may need to create fields first

Mass Create Payments in NPSP Settings → Bulk Data

Processes → Create Missing Payments
General Accounting Units
Track funds for specific purposes

GAU Allocations link Opportunities | Recurring Donations |

Campaigns to a GAU
● Can define both Amount and Percentage-based
allocations

Can enable a default GAU Allocation for each Opportunity

● NPSP Settings → Donations → GAU Allocations
● Batch create the GAU Allocation in NPSP Settings →
Bulk Data Processes → Batch Create Default Allocations

GAU Allocations can be assigned at campaign level

Resource: Create and Manage Donation Allocations

Recurring Donations to Enhanced Recurring Donations
Act as an umbrella to Opportunities

Can track Open-Ended or Fixed Length Recurring

Donations

Opportunities are automatically created based on

values + configuration settings

Enhanced Recurring Donations has to be enabled

in existing orgs, on by default in new orgs

Follow

Resource: Enhanced Recurring Donations Upgrade Guide

How Does NPSP Handle Hard and Soft Credits?
NPSP leverages the Opportunity Contact Role object

• Contacts are in
Household Accounts
• Opportunities roll up
to Accounts (either
Household or
Organization)
• Use the Opportunity
Contact Role (OCR)
object to specify the
Hard or Soft Credit
role

Resource: Trailhead: Donation Soft Credit Management with Nonprofit Success Pack
Partial Soft Credits
Object tracks multiple soft credits that are less than the
Opportunity Amount

Must correspond to Opportunity Contact Role records

Customizable Rollups
Functionality
● Roll up Payment data
● Roll up Soft Credits to an Account
● Operators - smallest, largest, sum, count, last, best and donor
streak
● Define your own Rollups and roll up any field from records
● Advanced Currency Management support
● Enterprise Scalability (can process millions of records per rollup)

Recalculate Rollups on a single record using a button on the Contact,

Account, and General Accounting Unit objects
Account Soft Credits
Credit for a donation that the Account didn't actually make, but
may have somehow influenced

With Customizable Rollups, you can create Soft Credit rollup

fields at the Account level
● This is valuable if you want to be able to see the total giving,
including soft credits, for an entire Household

Account Soft Credits can also be used for Donor Advised

Funds when the financial institution housing the fund writes
the check
Memberships
Tracked by Opportunities with record type of Membership by default

Set a Grace Period for Membership expiration

Membership Contact/Account Rollups calculated a) in nightly scheduled Apex job or b) on

demand

Household Accounts have formulas to track Contacts’ Membership Span and Membership Status
Grant Management
Common Business Requirements for Grants
● come from organizations
● are paid out separately from when they are awarded
● can be tied to specific programs and deliverables with reporting and
documentation deadlines
● are often renewed year after year
NPSP and Grants
● Grant Opportunity Record Type
● Sales Process
● Deliverables object
● Previous Grant/Gift Opportunity and Is Grant Renewal fields

Resource: Trailhead: Opportunity Settings in Nonprofit Success Pack

How It Works: Employer Matching Gifts
NPSP Matches the Original and Matching Donations

Fill in the
Matching Gift
Account and NPSP
Matching Gift Create the matches the
Status fields employer gift with gifts and
Matching Gift assigns soft
Opportunity Record credit
Type

Create the
donation for the
employee Match Gifts
using the “Find
Matched Gifts”
interface
Exam Category: Nonprofit Cloud Product Configuration
Exam Weighting = 22%

Consultants should understand how to administer, configure, and customize all

Nonprofit Cloud solutions.
● Modify NPSP Settings for people management
● Configure fundraising features
● Determine cause of error messages in Nonprofit Cloud applications
● Understand Nonprofit Cloud and Salesforce release schedules
● Install Nonprofit Cloud applications/solutions
● Configure the Nonprofit Cloud application security model
Managing Bulk Data
Scheduled Jobs / Bulk Data Processes

NPSP has Apex jobs to calculate summary fields | seasonal addresses

Create future recurring donation Opportunities via scheduled Apex jobs

(Setup → Scheduled Jobs)

NPSP has Bulk Data Processes in NPSP Settings to process the above jobs
on demand, as well as create/update data in bulk.
On-Demand Bulk Data Processing Tools
Batch Create Default Allocations
● if Default Allocations is enabled, this job creates default Allocations for existing
opportunities

Rollup Donations Batch

● calculates donation rollups immediately instead of waiting for nightly batch

Rollup Allocations Batch

● calculates rollup total for Opportunities with Allocations immediately

Create Missing Payments

● use if you have Opportunities that are missing payments

Refresh Household Names

● if you make changes to Household Name formatting, run to change existing
household names
On-Demand Bulk Data Processing Tools - Continued

Refresh Opportunity Names

● if you create or change Opportunity naming format, run this to rename existing Opportunities

Recurring Donations Batch

● if you change Recurring Donation settings, run this to update existing Recurring Donations

Refresh Opportunity Primary Contact

● use to correct if Primary Contact on donation is not the same as the Contact Role marked as primary

Level Assignment Batch

● recalculates Levels for Accounts or Contacts that were updated since that last time the batch was run

Remove Duplicate Primary OCRs

● if you run health check and find you have duplicate OCRs, run this to eliminate them
Manage Bulk Data Processes

NPSP updates summary fields on records overnight based on

Scheduled Jobs
● You can review and reschedule in Setup

The job “NPSP 00 - Error Processing” is scheduled to run hourly

This is intentional and does not use unnecessary resources
● Do not delete/reschedule this job
● If deleted, you can go to the NPSP Settings tab to automatically
recreate it

Resource: Edit or Reschedule NPSP Scheduled Job

Manage Bulk Data Processes - continued
Batch size can be changed for some of the NPSP jobs. For example:

● If a job is taking too long, increase the batch size in increments of 25

or 50.
● If you're hitting governor limit errors for a particular job, decrease the
batch size.
Some of the Customizable Rollups jobs contain the term Skew. Skew jobs
are used when there are many records related to a single record

● Without skew jobs, GAU rollup calculations might fail

● Skew jobs process these skewed records separately so that rollup jobs
can complete. Don’t delete the skew jobs.
Error Handling

NPSP Settings to control how errors are stored and how users are notified
● View Errors in NPSP Settings → System Tools → Error Log
● Configure notifications in NPSP Settings → System Tools → Error Notifications
● Hourly scheduled job that attempts to send/post Errors that have not yet been
sent/posted.
● Periodically clean out this object (i.e. ensure there are less than 50,000 unsent
records)

Resource: Troubleshoot the Nonprofit Success Pack

NPSP Health Check
Run the Health Check after installing, upgrading, or migrating to Nonprofit
Success Pack to ensure everything went as expected
Looks through your org for any data inconsistencies or errors
Reports back with the type of error and a description of what went wrong
● Opportunity Contact Roles (aka Duplicate Primary Opportunity
Contact Roles)
● Account Data (aka Orphaned One-to-One Accounts)
● Account Model Data (aka Incorrect Account Model Data)
● Account Model Data (aka Mixed Account Models)
● Recurring Donations (Opportunity Stage Pledged not available)
● Household Object Data (aka Orphaned Household Object Data)
Salesforce Releases and Implications

Platform is constantly evolving: releases with new features 3x/year

(Winter, Spring, Summer)
Pay attention to auto-enabled features when perusing the release
notes.
Release schedule has key dates including sandbox upgrade dates and
production upgrade dates

Planning an implementation that falls during the release window? Plan

carefully!

Resource: Trailhead: Understand the Salesforce Release Process

Nonprofit Cloud Release Cycle

Three major releases/year approx. 1 month after Salesforce.com major releases

Details of major releases announced in SFDO Major Release Announcements group in Hub

Bug fixes nearly every two weeks

Release first to sandboxes, then a week later to production orgs

Resource: Keep Up With NPSP and Salesforce Releases

NPSP Release Information Location

Power of Us Hub
○ SFDO Major Release Announcements group
○ Each product’s release announcements group

GitHub Cumulus Releases page

○ Notes on the latest (and all historical) releases for each product
○ Closed Issues items links to a page of detailed information for that
issue

Resource: Power of Us Hub: SFDO Major Release Announcements

Provisioning NPSP

Start with new trial version of NPSP and migrate data if possible
As a last resort if you need to install NPSP in an existing org, follow these
pro tips:
● Check your edition first: if existing org was obtained from
salesforce.com, it might be Professional or Group Edition
● Visit the NPSP Installer page on GitHub
● Install in sandbox first

Resource: NPSP Installer

Installing Nonprofit Cloud apps

Before installing, familiarize yourself with the prerequisites first (ex. most require My Domain
to be enabled)
Program Management Module
Nonprofit Cloud Case Management
● Purchase Case Management licenses first
Outbound Funds Module
Grants Management
● Purchase Grants Management licenses first
Accounting Subledger
● Purchase Accounting Subledger licenses first
Nonprofit Cloud Implementation
Strategies & Best Practices
Exam Category: Nonprofit Cloud Implementation Strategies & Best Practices
Exam Weighting = 18%

Consultants should be able to implement Nonprofit Cloud solutions using proven

strategies, processes, and implementation best practices.
● Given a scenario, facilitate a Nonprofit Cloud consulting engagement
● Gather requirements, create user stories, and turn business processes into design.
● Create a change management process based on Salesforce best practices for governance.
● Determine and implement the appropriate testing and deployment strategy.

Resource: Prepare for Success with Nonprofit Cloud

5 Basic Phases to a Salesforce Implementation
★ Define how early
to customize the
CRM Continuously
Plan & ★ Define the improve
Prepare security settings Test &
★ Customize the Deploy
application Salesforce ★ Measure adoption
★ Create reports immediately at
go-live and over
time
★ Organize your
team Setup &
★ Set realistic goals Customize ★ Prioritize
★ Understand your ★ Communicate Drive enhancements
data early and often Adoption with a Center of
★ Choose an ★ Add users Excellence
implementation ★ Import data ★ Test releases
approach ★ Train end users
★ Build a timeline
★ Determine org
and
communication
strategies
 Plan & Prepare: A Customer’s Project Team
The Customer’s Key Players

Executive Sponsor: Business Process System Data Analyst: Champion /

Champions the Owner: Administrator: Understands the Power-User:
project and sets the Knows the process Configures current data and Serves as the liaison
business vision for steps and maps Salesforce and owns its to users to ensure
deployment. them to Salesforce manages it consolidation and Salesforce meets
day-to-day. mapping. day-to-day needs.
Plan & Prepare: Set Realistic Goals
● Define the vision.
● Keep goals simple, small and attainable - crawl, walk run.
● Roll out functionality early and often.
● Define how Salesforce CRM fits into the overall mission.
● Define initial objectives that align with the vision and can be expanded after deployment.
● Prioritize and document requirements. Gather requirements from business and end users
and map them to the objectives and overall vision.
Resource: Identify Your Salesforce Vision and Objectives
Plan & Prepare: Implementation approaches

● Two most widely used approaches are waterfall and agile.

● Many customers start with the waterfall approach for the initial release and then start using
a more agile approach or a hybrid approach.

Waterfall Agile

● Traditional, phased, sequential ● Iterative based approach.

approach
● Build and deliver small units of
● Everything is planned up front. functionality and revisit and refine them
with each cycle.
● Requirements are collected in detail
before implementation. ● Requirements are lightweight
descriptions, not detailed
● The outcome is determined at the
beginning.
Plan & Prepare: Build A Timeline

● When building out a project timeline, note that the project timeline may be driven by
additional factors, such as galas, year-end giving crunch, etc.
● Keep in mind the Nonprofit Cloud major release cycle
➢ All Release Information is on the Hub!
➢ 2021 release calendar
➢ FAQ
Change Management and Data
Governance
Continuously Improve: Governance

What is governance?
Governance is accountability and to ensure the future enhancements
sustain the project mission.
Pick the right team
● Salesforce Administrator
● Organizational stakeholders should always be included in your CoE:
○ Examples: Leadership representative, Program/Department Director,
Directors or Business Units
● Don’t forget end-users!
Continuously Improve: Build a Center of Excellence

What is a Center of Excellence (CoE)?

A team to help improve data governance, operations, output and change management.
What are the benefits of a CoE?
● Prioritize Across Teams
➢ Ensures diverging (and potentially converging) requirements are balanced against available
timelines and resources.
● Streamline Processes
● Plan for Growth
● Reduce Risk
➢ Decisions are being made collaboratively
➢ Mitigates against the loss of subject matter experts
➢ Diffuses knowledge of the system and the decisions that were made
Continuously Improve: Governance Best Practices

Design Standards
● Clear naming conventions
● Defined use of the description field
● All custom classes and triggers will be annotated with explanations of logic and executions
● Documents use a standard template
Prioritize
● CoE meets in a timely cadence to prioritizes enhancements
● Publish the decisions and timelines for project completions where end users can see the
results of the decision-making process.
Continuously Improve: Governance Best Practices

Determine the release and deployment strategy

● Create an internal test and release strategy
● Define how you will create, test, and deploy these changes.
● Make sure to develop and test in a sandbox.
● Deploy changes safely following something similar to the recommended/typical deployment
lifecycle.
Benefits
● A consistent schedule helps users build trust and foster adoption.
● Ensures sandboxes are created/refreshed for pre-release versions.
V2MOM
A tool to help organizations achieve company-wide alignment

Useful as part of your governance process

Resource: Trailhead - Organizational Alignment (V2MOM)

Design Tools & Strategy
Deployment Tools and Strategy - Working in Production

What is safe to develop in production?

○ Developing new dashboards and reports

○ Email templates
○ User management
Sandbox Types

Developer Developer Pro Partial Copy Full Copy

30 available 1 available 1 available Pay per sandbox

1 Day Refresh 1 Day Refresh 5 Day Refresh 29 Day Refresh
No Production No Production Sample Production Copies Production
Data Data Data Data
200 MB Data 1GB Data Limit 5GB Data Limit Production Data
Limit Limit
Sandbox Template
Sandbox Template
Create Test Environment Plan
Sandboxes are essential when
implementing Salesforce to:
● Develop and test steps: Each
team member creates their
assigned customization.

● Build release: Each team member

migrates their customizations
from their Developer sandbox to a
shared Developer Pro sandbox for
QA

● Test release: For user-acceptance

testing, a Full or Partial sandbox is
best to create a complete replica
of production
Deployment Tools & Strategy - Application Lifecycle
Management
Change set development
● Good when you have simple releases with only one or two people working on a release
● Use the Setup UI to create changes in a development environment, and migrate these changes
between environments

Org development
● Good when you have multiple developers and admins contributing to a release
● Use the Salesforce CLI to extract metadata from a development environment to integrate with a
version control system (VCS)

Package development
● Good when you have multiple developers working on multiple projects at a time
● Build a release artifact you can test and release independently from artifacts for other projects

Resource: Trailhead - Plan for Changes to Your Org

CumulusCI Suite
Proven, scalable tooling and process for on-platform development

CumulusCI enhances Salesforce DX

by providing a robust framework
for portable automation with our
entire development -> delivery
process baked in by default. And,
MetaCI MetaDeploy Metecho it's 100% open source.

Client applications of CumulusCI

can apply the project's automation
Heroku to different user experiences:

CumulusCI cci: command line

Portable Automation Framework MetaCI: continuous integration
MetaDeploy: customer installer
Snowfakery Robot Framework Metecho: web based contributions
Fake Relational Data Generation
Salesforce DX API & Selenium Test Automation

Product Delivery Model: Automate everything needed to create usable orgs

including dependencies, the managed package, post-install configuration, and data

Resource: Trailhead - Build Applications with CumulusCI

Nonprofit Cloud Solution Design
Exam Category: Nonprofit Cloud Solution Design
Exam Weighting = 20%

Consultants need to be able to identify the appropriate Nonprofit Cloud and Salesforce
solutions to meet nonprofit business requirements, distinguish when to build vs. buy,
and determine the appropriate security features needed.
● Identify the appropriate Salesforce solution to meet customer requirements.
● Distinguish when to use declarative development, custom code, or a third-party solution.
● Determine appropriate solution design considering capabilities, limitations and design
trade-offs.
● Determine appropriate security features to use following Salesforce Best practices.
Fundraising Solutions
Accounting Subledger
Accounting Subledger Entity Relationship Diagram

Resource: Trailhead - Accounting Subledger for Nonprofits

Defining the Ledger Entries
Object Relationships
● Allocation Ledger Entries
○ Represents a promise of Donation
■ Used to track pledged amounts
○ Lookup to GAU (Fund)
● Transaction Ledger Entries
○ Represents money coming in, and
adjustments
○ Lookup to Payment

● Payment Ledger Entries

○ Portion of payment allocated to specific
revenue
○ Splits and connects each Payment to
GAU Fund(s)
Program Management Solutions
Program Management Module &
Nonprofit Cloud Case Management
What is Program & Case Management?

Program Management Module

● The programs and services that help you achieve your mission.
● Track who/what participates in your programs and services

Case Management
● Long term client management
● Personalized care to clients that helps track services, case plans, notes, incidents,
assessments, and outcomes.
Program Management Entity Relationship Diagram

Designed as an modular standalone

package
● 5 custom objects
● 2 standard objects (Contact &
Account)
● Open-source

Resource: Trailhead - Program Management with Nonprofit Cloud

Program & Service
Program
● “What a nonprofit does”
● The work of the organization
● Thematic areas that make up the
organization’s mission.
○ ie: wildfire relief, environmental cleanup, animal
rescue, or patient support.
Service
● “How a nonprofit does it”
● Activities that make up a Program.
● Unit of Measurement field defines how service
deliveries for that service should be quantified
Job Readiness Job Readiness
Coaching
Program Engagement & Program Cohort
Program Engagement
● A participant in the program
● Track who is involved in programs and
the lifecycle of their involvement.
Robin Brooks
2019-09-04: Job
Program Cohort Readiness Program
● A grouping of Program Engagements
based on program cycle, location, date ...
○ ie: Anyone enrolled in a support group for
a particular program cycle

Job Readiness
2019-2021
Job Readiness
Job Readiness Coaching
Service Delivery
● Represent a specific instance of a Service
that was delivered.
○ The recipient of the service
○ When they received the service
○ How much was delivered Robin Brooks
2019-09-04: Job
○ Service Provider is lookup to Contact Readiness Program

Robin Brooks - Job Readiness

Coaching - 10/28/19 - 1 hour
Job Readiness
Job Readiness Job Readiness Coaching
2019-2021
Program Management Module
● Unmanaged Profile Provided:
○ Program Management Standard User
■ Includes basic FLS and CRUD for Contact and Account only

● Permission Sets Provided:

○ PMM: Manage
■ Create Programs, Services and Cohorts in addition to recording every day actions like Program
Engagements and Service Deliveries
○ PMM: Deliver
■ Create Program Engagements and Service Deliveries but only need to view Programs, Services and
Cohorts.
○ PMM: View
■ View and report on program data
Exam Category: Nonprofit Cloud Solution Design
Exam Weighting = 20%

Consultants need to be able to identify the appropriate Nonprofit Cloud and Salesforce
solutions to meet nonprofit business requirements, distinguish when to build vs. buy,
and determine the appropriate security features needed.
● Identify the appropriate Salesforce solution to meet customer requirements.
● Distinguish when to use declarative development, custom code, or a third-party solution.
● Determine appropriate solution design considering capabilities, limitations and design
trade-offs.
● Determine appropriate security features to use following Salesforce Best practices.
Nonprofit Cloud Case Management
Identify programs and services
specific to client goals

Manage the entire client

lifecycle in a single system
Client
Client Snapshot
Search Case
Plans Collaborate with
Home Page colleagues on service
for Case Notes
Tracking
delivery
Managers

Maintain
confidentiality by
Home Page for only exposing
Program Incidents
Managers
certain data

Tracking
Programs
and Services Assessments

Salesforce, purpose-built for service providers

Resource: Trailhead - Human Services with Case Management

Nonprofit Cloud Case Management Architecture

● Program Management Module is a foundational

element

● Case Management objects extend PMM

● Data model allows for complex human services

case management alongside additional programs
Case Plan

Case Plan
● Roadmaps to help clients achieve their goals.
● Select from commonly used goals and action
items or create custom ones
● Track progress over time
Goals & Action Items
Goal
● Specific to a Client’s Case Plan
● Customizable via field sets
○ Goals is limited to 3 fields
○ Action Items is limited to 5 fields
Action Items
● Action items Assigned To Lookup
○ Contacts
Assessment & Intake
Assessment
● Determine baseline status and visualize how things
change over time
● Numeric measurements of characteristics related to a
client’s care
Intake
● Manage the process from referral to receiving services
○ Client Information
○ Files
○ Assessments
○ Intake Result
Case

Case
● Incidents Tracking
○ Unplanned or unexpected incidents,
behavioral issues
● Referral Tracking
○ Inbound referrals of a client from an
external organization
○ Outbound referrals of a client to an
external organization
Client Snapshot
Client cards and custom related lists help managers deliver personalized service

● A customized client record

page provides a quick
overview of the client’s file
● The client card provides
additional information
at-a-glance
Case Management
● Case Management
○ Case Management Permission Set License
○ Uses the Case Object (requires Service or Sales Cloud)
● Permission Sets provided:
○ Case Management Permission
○ Case Management: Manage
○ Case Management: Deliver
○ Case Management: View
● Hard dependency on Program Management Module
● Works with, but not dependent on, NPSP
Outbound Funds Module &
Grants Management
Outbound Funds Module Entity Relationship Diagram
Funding Program
Funding Program
● A thematic or strategic program that an
organization is championing and providing
funding for.
● A parent and numerous children - Funding
Programs can exist in a hierarchy
● Create and manage a variety of types of
grants.
Funding Request & Funding Request Role
Funding Request
● An application for funding.
● Can be for outside organizations or
internal requests for funding.
● Can be linked to an Account, Contact or
User as the applicant.

Funding Request Role

● Tracks Contacts related to a Funding
Request.
○ Allows for multiple contacts to a single
request.
Disbursements & Requirements

Requirements
● Deliverables/Milestones that are needed for the
Funding Request to either be approved or closed.
Disbursement
● Payments that have been made or scheduled to
be made to the funding recipient.
Grants Management Features

● ●
● ●
Grants Management ● ●
●
●

● ●
Outbound Funds Module ● ●
● ●
●
Grants Management

● Community Template
● Customer Community Plus Login license(s)
○ Required to allow for "Roles and Advanced Sharing" which utilizes advanced rules on how to
manage record access and provides more CRED permissions for Files
● Grants Management Permission Set License
● Hard dependency on Outbound Funds Module
Volunteers for Salesforce (V4S)
Volunteers for Salesforce ERD
Volunteers for Salesforce - Managing Shifts

Campaigns—Represent individual volunteer events or

initiatives.
Volunteer jobs—Track jobs to fill and skills needed
Volunteer shifts—Track dates, times, and the number
of volunteers needed for a job
Volunteers for Salesforce

● Use to manage the volunteer jobs that an organization needs filled

● Track volunteer hours against specific volunteer shifts or jobs
● Track volunteer skills and match volunteers to jobs by skills and availability
● Allow volunteer to apply via a website
● Web sign up form for volunteer jobs
● Mass edit volunteer hours to assign volunteers to jobs/shifts
● Automated email reminders and sending thank you emails to volunteers

Resource: Trailhead: Manage Volunteers for Nonprofits

Marketing & Engagement Solutions
NPSP Levels
Track Levels or Milestones of objects
• By default, can assign to Contact and Account.
• To enable on other objects, add API name of object as picklist
value on Target field
• Levels can work on any currency or number field; for best
nightly batch performance, choose a non-formula field
NPSP Levels

Create Level record(s) and specify: Level and Previous Level fields calculated nightly
● Name
● via a Scheduled Apex Job
● Target (object) - OR -
● Source Field ● manually via NPSP Settings
● Level Field (and optionally Previous
Level field)
● Minimum/Maximum Amounts
(one can be blank to encompass
everything leading up to or after
the other value)
● optional: Engagement Plan
Template

Resource: Create and Manage Levels

NPSP Engagement Plans
Use Cases: Major Gift cultivation, volunteer management,
client management, etc.

Series of repeatable tasks assignable to any object

• By default, can assign to Contact, Account, Opportunity,
Recurring Donation, and Campaign
• To enable other objects, add Lookup Relationship field on
Engagement Plan object to the other object

Can be assigned manually to a record or automatically via

Level assignment

Resource: Create and Manage Engagement Plans

Campaigns and Campaign Member Automations in NPSP

Campaigns summarize Automatically create and update the status

● the number of people of Campaign Members for Primary Contacts
targeted in a fundraising on Opportunities linked to a Campaign
appeal
• Set a Campaign Member Responded and
● how many responded
Non Responded Status
● the amount of money raised

Resource: Trailhead: Campaign Management with

Nonprofit Success Pack
Pardot
B2B Marketing Automation by Salesforce
Generate high-quality
Easy-to-use lead generation tool keeps your
fully stocked with a steady flow of leads
Create personalized, targeted
Optimize deliverability rates, target each email to
specific audience & test the success rate
Accelerate recruitment & donor
Empower teams with lead nurturing, qual
& auto assignment
Calculate marketing
Discover the true ROI of your marketing efforts
Pardot
Nurture your constituents

Built-in engagement scoring and Send individual emails on a branded

prospect grading template with Salesforce Engage

Send an individual email from Gmail or

Create Leads or Contacts in Salesforce
Outlook and log the interaction in
Salesforce

Create branded email templates, mass

email communications, forms and landing Important Considerations:
pages
Pardot can only integrate other object
information if they have a lookup
Create an automated engagement relationship to Lead or Contact.
programs based on a prospect’s actions,
score, or grade
Email Studio and Journeys
Multi-channel marketing for clients, alumni and donors

Multi-channel marketing platform: email, Marketing Cloud’s business units allow

SMS, mobile push, social, and web each unit to maintain and segment its
own content and data.
Create personalized journeys with Journey
Builder

Fully integrate Salesforce data in Marketing Important Considerations:

Cloud with data extensions
Marketing Cloud is a robust platform and
requires technical skills in SQL,
AMPscript and HTML.
FAQ: What email solution should we use?
Email Studio? Pardot? Appexchange?

Do you already have or plan to implement Sales or Service

Cloud?

How do you engage unknown audiences?

Can you work directly with data sources without IT support?

How do you segment your audiences?

Extend Constituent Care and Member Experience to Social
Monitor & respond to constituents’ needs in real-time
Respond in Real-Time with Social
Use social listening to respond to constituents’ needs
in real-time

Extend Care to Constituents via Social Channels

Support constituents in crisis with automated
case-logging triggered by social listening

Scale Personalized Donor & Member Experiences

Respond immediately to the needs of members and
communicate across their preferred channels

React to Constituents in Real-time

Connect online with offline interactions,use real-time
context & decisioning to deliver next best offer
Data Security
Data Security - Salesforce Health Check

Use to identify and fix vulnerabilities in your security settings

Summary score shows how well your org is aligned with the Salesforce-recommended standard
Enhance the Security of Your Nonprofit
Secure user accounts with Multi-Factor Authentication (MFA)

MFA

Something you know Something you have

Login Credentials Authenticator App Enabling MFA is one of the
Security Key easiest, most effective
actions you can take to
help secure your org(s)
 Options for Securely Accessing Salesforce Accounts

Device Activation* MFA Single Sign-On (SSO)

Verify logins from new devices Secure your accounts Secure your apps

Logins from unrecognized Every login Log in once to access

browsers or applications multiple apps
Requires a strong verification
Requires a verification method to verify identity Reduces password-related
risks
method to verify identity

* Available in Marketing Cloud—Email, Mobile, & Journeys and

products built on the Salesforce Platform

Recommended: SSO + MFA

Strong Verification Methods for MFA
Salesforce supports these types of verification methods

Salesforce Third-Party Security Keys Not Supported

Authenticator Authenticator SMS (Text) verification
mobile app Apps Phone call verification
Email verification

x x
Fast Such as: Such as:
free authentication Google Authenticator Yubico’s YubiKey
sfdc.co/IntrotoAuthenticator Microsoft Authenticator Google’s Titan Security Key
Authy
Multi-Factor Authentication Assistant Demo
Step-by-step guidance

Get Ready phase

Kick off your MFA project with learning,
evaluation, and planning activities.

Roll Out phase

Prepare your users for MFA with change
management activities, work through your
implementation and test plans, then go live.

Manage phase
Measure the effectiveness of your MFA rollout;
learn about day-to-day user support issues and
how to optimize your MFA implementation and
overall Salesforce security posture.
 Data Security - Classic Encryption

Protects data from existing Salesforce users

● Provides masking capabilities, which allow you
to hide the original data with random characters
Lets you protect only a special type of custom text
field, which you create for that purpose
● Only users with the permission “View Encrypted
Data” can see data in encrypted custom text
fields
Data Security - Shield Platform Encryption with NPSP

Add-on feature to encrypt your data at rest

Note:
If you enable encryption in the following scenarios, certain NPSP
functions won’t work as expected
● Use an encrypted field as a matching field in the Data Import Wizard
NPSP Data Import fails (for example, Email or Phone)
● Use an Opportunity source field that is encrypted in a User Defined
Rollup the rollup will fail
● NPSP Data Import can't perform Custom Unique Id matching on
Accounts and Contacts with an encrypted field

Resource: Shield Platform Encryption Compatibility with NPSP

Data Security - Salesforce Data Mask

Protects sensitive data in full and partial sandboxes from developers and other users
Different levels of masking available based on sensitivity of data
● Make data random,
● Replace with familiar values
● Delete in selected fields.
Ensures data isn’t replicated in a recognizable way into another environment

Resource: Trailhead Salesforce Data Mask

Salesforce Optimizer

Free tool in Salesforce.

Takes a snapshot of your org and looks for potential problems in your implementation.
Gives a detailed report on more than 25 org metrics. For each metric it provides:

1. What it has found in your org

2. What you should do about it
3. Resources to learn more
Salesforce Automation Tools
Salesforce Automation Tools - Lightning Flow

Lightning Flow includes two point-and-click automation tools:

● Process Builder, which lets you build processes
● Flow Builder, which lets you build flows

Resource: Trailhead: Lightning Flow

Third-Party Applications
Third-Party Applications
Third-party applications on the Salesforce AppExchange
extends and enhances Nonprofit Cloud functionality
● Over 5,000 applications on AppExchange
● Some examples for nonprofits:
○ Form builders for online forms
○ Wealth intelligence
○ Document merge
○ Event management
○ Online donations
○ Peer-to-peer fundraising
○ ETL tools

Resource: App Advice & Consumer Reports

Third-Party Application Benefits
Benefits
● Can be cost-effective; especially for institutions that may not have
resources to support custom code or open-source solutions
● Authorized managed applications go through a security and
qualification process
● Managed applications are maintained and supported
● “Out of the box” solution
Third-Party Application Considerations

Considerations:
● May need to adapt business processes to match third-party app parameters
● Adds complexity (e.g., custom objects, code) to environment,
● Separate support team
● Ongoing licensing costs in addition to Salesforce license costs
Nonprofit Cloud Integration &
Data Management
Exam Category: Nonprofit Cloud Integration and Data Management
Exam Weighting = 15%

Consultants should understand available data tools, how to import and manage
data, including data migration, integrations, handling large data volumes (LDV), and
duplicate management.
● Explain the use cases for using Salesforce native, third party, or Nonprofit Cloud
application data tools.
● Articulate data migration and/or integration strategies for a Nonprofit Cloud
implementation.
● Identify which duplicate management tools to use for a Salesforce implementation.
Data Migration - Before You Start
Forecast Data and Check Limits
Design import files to avoid row lock contention and skew
Run Health Check (NPSP)
Review
● Workflow rules
● Process Builder
● Validation rules
Disable apps, other code, batch jobs
Go through NPSP Settings - especially naming rules and auto creation

Tip: Start with a small test batch!

Data Usage and Forecasting
NPSP Example

NPSP 1 Donor Contact

Contact - 1 NPSP (30 Records): 60KB
Account - 1
Addresses - 3 Initial Contact Load
- Home 50,000 Contacts: 3GB
- Work
- Seasonal (1.5 million records)
Affiliations - 2
- Current Employer Annual New Contacts
- Former Employer 10,000 per year: .6 GB
Relationships - 3 (300K records)
Opportunities - 10
Payments - 10
 Importing Data to NPSP
Order of Import

1. User 12. Opportunity

2. Account (Household / Organization) 13. Opportunity Contact Role
3. Address 14. Partial Soft Credit
4. Contact 15. Payment
5. Lead 16. GAU Allocation
6. Affiliation 17. Deliverable
7. Relationship 18. Engagement Plan Template
8. Campaign 19. Engagement Plan Task
9. Campaign Member 20. Level
10. General Allocation Unit 21. Activity
11. Recurring Donation

Orange items trigger code that automates task or validates data

Getting Data Into the NPSP Data Import
Object

NPSP Data
Enter Import Object Upload
manually formatted
with NPSP template
Gift Entry
template

CSV
NPSP Data Import Tool
Create multiple related records in one pass Related
Payment
Account Record
(Household/Organization)

Soft
Credit
OCR
CSV

GAU
NPSP Opportunities Allocation

Data
Import Contact Record
Object (Donor/Constituent) Related
Campaign
Campaign Members
NPSP Gift Entry

Benefits
● Enter full gift details on opportunity screen without having to go to payments or GAU
Allocations
● Set up different gift templates for different kinds of gifts
● Visualize upcoming installments
● Track key metrics

System Requirements

● My Domain Enabled

Resource: Configure Gift Entry

NPSP Data Import Tool - Advanced Mapping
Add custom objects and fields to the NPSP Data Loader

Add a custom object

Map to any parent/child of Contact, Account, Opportunity or Payment

Add a Recurring Donation

Capture open and fixed-length giving

System Requirement - My Domain Enabled

Requirement for Gift Entry

Conversion Process from Help Text Mapping

Resources: Connect Objects and Fields with Advanced Mapping

NPSP Batch Data Import

Batch 1

Online
Donations
CSV

Event
Registration NPSP Your post-
CSV Data processing code
Import
Object
Batch 2
Salesforce Data Loader
Simple application for basic data management tasks

Main use is importing or updating data

Cannot transform data in any way

Features
○ Insert – creates new records
○ Update – update fields on existing records (match with the Salesforce
record ID)
○ Upsert – update existing records or insert new records
○ Delete – deletes records (you only need the Salesforce record IDs)
○ Export – export a table or set of records via a SOQL query tool
○ Export All – manually export all of your objects
Salesforce Data Import Wizard

Import data for many standard Salesforce objects including:

● accounts, contacts, leads, solutions, campaign members, and person
accounts

Can import up to 50,000 records at a time

Does imports and updates directly within Salesforce

Will not allow you to save settings or return to previous screens to change
options
Migration Strategies

Best Practice Limits:

Up to 100,000 records* - NPSP Batch Data Import Object

Up to 500,000 records# - Data Loader

Over 500,000 records - ETL tool with triggers off

*Multiple Standard Objects, not many custom fields, external ids

#Minimal custom fields, external ids
Table-Driven Trigger Management
(TDTM)
Salesforce Order of Operations
Multiple Triggers = Unpredictable Behavior

1 2 3 5 4
How It Works
A single Apex Trigger starts the process, and TDTM takes over.

TDTM
Find Trigger Handler records on Contact: After Insert, Sort by Load Order

Action 1: Create Action 3: Create

Action 2: Create
Administrative Department
Account Primary Address
Affiliation

ACCT_Individual ADDR_Contact CON_PrimaryAffl

Accounts_TDTM _TDTM s_TDTM
Benefits of TDTM

Scale: Manages large number of Trigger Handlers

Order: Controls ordering of logic

Flexibility: Allows customers to turn off functionality

Extensibility: Allows customers and partners to integrate their own Trigger Handlers

Performance: Optimize (by reducing) DML usage

There are nearly 50 Trigger

Handlers in NPSP!
What Makes Up a Trigger Handler?

What Is It ? Who Owns It? Should it Run?

● Object ● Owned by Namespace ● Active

● Class ● User Managed ● Filter Field (EDA only)
● Load Order ● Filter Value (EDA only)
● Trigger Action ● User Names to Exclude
○ Before Insert
○ After Update
● Asynchronous
Table Driven Trigger Management (TDTM)
One Trigger Per Object, Many Trigger Handlers

Flexible Framework
• Logic stored in Apex Classes instead of Triggers
• Control order of when things occur
• Add your own Trigger Handlers
• Trigger Handler object stores information about load order, trigger
actions, active, etc.

Disablement Options
• Deactivate Trigger Handler entirely (Active checkbox = false)
• Deactivate for specific Users
• Deactivate programmatically
Data Integration
Data Integration

Middleware - (ex. MuleDell Boomi, Informatica, Workato)

○ 3rd party tools
○ Establish and manage communication between Salesforce and other systems
○ Use APIs
○ Integrate lots of different systems

Salesforce Connect - framework to view, search and modify data stored outside of Salesforce
○ Treats external files as Salesforce external objects
○ Good for large amount of data that you don’t want to copy into your Salesforce org
○ Data stored in external system, and displayed in Salesforce
Understand APIs
Application Programming Interface
Protocol through which one application communicates with other applications

Integration requires use of API

Salesforce limits the number of API calls per org

○ Concurrent limits cap the number of long-running calls (20 seconds or longer)
○ Total limits cap the number of calls made within a rolling 24-hour period

API limits differ between sandboxes and production

○ Sandbox limit set at the absolute maximum to avoid interruptions while testing
○ Production limits are significantly lower and determined by Salesforce edition

Resources: Lightning Platform API Basics

Large Data Volume
Solution Design for Large Data Volumes
What is a Large Data Volume (LDV)

Typically used to refer to a deployment of:

● 1,000’s of users with concurrent access
● >5 million records in objects such as Opportunity,
Lead, Contact, and Account
● >10,000 child objects for a parent object
● 100’s of gigabytes of data storage space

Resource: Trailhead: Large Data Volumes

Large Data Volume - Data Skew
Ownership Skew

Integration
User
>10,000 records owned by Best Practice: All imported
Opp 1
user data tied to one integration
● Slowness while sharing Opp 2 user
rules are recalculated Opp 3 ● Removing User Role helps
... ● Keep those users out of
10,001 public groups used as
source
10,002

...
Large Data Volume - Data Skew
Lookup / Parent-Child Skew

Account:
>10,000 child or related Account “Bucketing”
records Contact 1
● Every Contact Update
● Slowness
Contact 2 locks the same Account
● List views and reports
● Loss of access to Contact 3
records ...
● Row locking 10,001

10,002

...
Large Data Volume - Object Bloat

Too many fields + Too many records = Slowness/Timeouts

Considerations:
• Fine balance storage vs. performance
• Too much data pulled to browser
• Large page states
• More session memory
Large Data Volume - Additional Potential Issues

Data Storage Limits

● Use “hard deletes” so that data isn’t stored in the Recycling Bin

Row Locking Contention

● Improperly sequenced updates result in row locking errors (child record
updates lock parent record)
3rd Party Apps
● Apps like Declarative Lookup Rollup Summaries (DLRS) are useful but be
careful using them in LDV Orgs.
● For each rollup, there is a maximum of 50,000 child relation records that
can be summarized each time child record/s insert/update/delete
operations are made.
Large Data Volume - Data Import

Check data and file storage

Use TDTM to temporarily disable certain Apex classes

● data structured in final format
● disable TDTM for data import only

Resource: Disable Trigger Handlers for NPSP

Duplicate Management
NPSP Contact Merge
Manage Households

Resource: Merge or Split Households

Salesforce Duplicate Management

Helps prevent or discourage users from creating

duplicates

Useful for identifying and managing duplicates as they

come into the system

Comes with Professional, Enterprise and Unlimited

editions

Resource: Duplicate Management

NPSP Comes with Pre-Configured Rules
Matching Rules for Contact Records

Matching Criteria: Duplicate Rule:

● First Name (Fuzzy) AND Last Name ● Alert + Report on Create
(Exact) AND Personal Email (Exact) ● Alert on Edit

Is this Matching Rule “not quite right”? We

recommend that you clone the rule and edit
it to meet your needs!
Nonprofit Cloud Analytics
Exam Category: Nonprofit Cloud Analytics
Exam Weighting = 5%

Consultants should understand the available analytics solutions and how to apply
them to meet nonprofit customer requirements.
● Given a scenario, determine the appropriate analytics solution (Reports,
Dashboards, Einstein Analytics, Tableau, third-party solutions)
Three Things That Drive Every Report

Report Type Layout Filters

Standard or Custom? Group data Refine records for relevant
reports

Resources: Trailhead: Fundraising Reports & Dashboards with Nonprofit Success Pack
Trailhead: Nonprofit Program Management Reports and Dashboards
Trailhead: Analyze the Impact of Your Campaigns
 Nonprofit Cloud Reports & Dashboards
Customizable reports and dashboards to analyze your data

Quickly create reports on all data that bring

together multiple data sets

Create visual dashboards across reports to

summarize performance

Generate lists and save queries of your data,

whether a list of donations or beneficiaries

Create customizable rollups of any data to see

summaries of multiple fields

Trailhead: Fundraising Reports & Dashboards with Nonprofit Success Pack

Trailhead: Track Service Delivery with PMM Reporting
Deduping household members for mailings in reports
Goal is to avoid sending duplicate mailings to the same household
NPSP provides a deduplicated mailing list
● Each address only appears once in the export file

Use the Household Mailing List action on your Campaigns

● Click the action button
● NPSP runs a special report that displays only one row per Household Account.
● Export the results to save a copy of the mailing list
Tableau & Tableau CRM

Exploration and sharing across Actionable insights in

a broad range of data and use the Salesforce CRM workflow
cases. and user experience.

formerly
Einstein Analytics
 Tableau
Find easy answers to hard questions

Unify sources of data and your existing systems

with a self-service analytics platform
Make data easy with intuitive drag-and-drop
analysis to quickly spot patterns
Act collaboratively and securely share
dashboards seamlessly across teams with alerts
Gain data confidence knowing you’re using the
most trusted, up-to-date data
 Tableau Dashboards for Nonprofit Fundraising

Unlock the power of fundraising data

Gain insights into revenue performance over

time and quickly understand trends
Compare statistics around new, retained,
reactivated, recurring, and lapsed donors
Benchmark campaigns that drive the most
revenue, and derive trends over time
Confidently use data to drive decisions to shift
strategy and align your team to execute
Expand usage to other departments and
connect with other applications.
 Tableau CRM (Formerly Einstein Analytics)

Unlock the power of fundraising data

Automate data discovery to find out what

happened, what will happen, and what to do
about it
Drive performance achieve all of your goals
with precise recommendations and guidance
Take action from Salesforce to collaborate in
Chatter, update records, and share
Build with clicks interactive, branded
dashboards or Use Einstein to build complex
A.I. models
Reporting Snapshots
Automatically capture periodic point-in-time summaries
● Across types of data
● Deliver trend and point-in-time comparative analysis

Helpful in some situations:

● Trending or point-in-time comparisons without a specific date field off of which to key
● Summary information, for a specific point in time, that combines data from more than
one object.

Resource: Take Your Salesforce Reporting to the Next Level with Reporting Snapshots
Wrap Up
Recap

➢ Course Overview
➢ Introduction to Nonprofits & Nonprofit Cloud
➢ Nonprofit Cloud Product Configuration
➢ Implementation Strategies & Best Practices
➢ Solution Design
➢ Integration & Data Management
➢ Analytics
Practice Org Options
NPSP
Create a developer org and install NPSP from here
● Does not expire
-OR-
Create a trial org with NPSP installed from here
● Expires in 30 days

Program Management Module*

● Install into NPSP trial org or developer org from here

Outbound Funds Module

● Install into NPSP trial org or developer org from here

*Must have My Domain enabled prior to installation.

What’s Next Next Steps

Let us know what you think: Survey

Explore the Study Guide Trailmix: https://sfdc.co/NGOtraining

Review the Training Guide:

Schedule your Exam

Keep up with Salesforce and NPSP new releases

About the Exam
Content: 60 multiple-choice/multiple-select questions
Time allotted to complete the exam: 90 minutes
Passing score: 67%
Registration fee: USD $200, plus applicable taxes as required per local law
Prerequisite: Certified Salesforce Administrator
Delivery options: Proctored exam delivered onsite at a testing center or in an
online proctored environment. Click here for information on scheduling an exam.

https://sfdc.co/NGOtraining