| Description |
1 online resource (238 p.) |
| Contents |
Intro -- Table of Contents -- About the Author -- About the Technical Reviewer -- Acknowledgments -- Introduction -- Chapter 1: Introduction to Salesforce for Nonprofits -- Introduction to Nonprofit Cloud -- Nonprofit Cloud Case Management -- Program Management Module -- Nonprofit Success Pack (NPSP) -- Soft Credits -- Manage Households -- Engagement Plans -- Gift Levels -- Gift Entry Templates -- Recurring Donations -- Rollup Summaries -- Reporting and Analytics -- Outbound Funds Module -- Accounting Subledger -- Other Salesforce Tools -- Getting Started with Salesforce |
|
Understanding the Power of Us (P10) Program -- Signing Your Contract -- Getting Access to Your Organization -- Installing Other Salesforce Tools -- Conclusion -- Chapter 2: Introduction to Impact Measurement and Outcome Evaluation -- Common Definitions -- Impact Measurement -- Outcome Evaluation -- Key Performance Indicators (KPIs) -- SMART Goals -- Steps to KPI Process -- Identify Outcomes -- Define Success -- Select Measures for Each Element of Success -- Set a Target -- Begin Measuring -- Assess Results -- Objectives and Key Results (OKRs) -- Return on Investment |
|
Social Return on Investment -- Establishing the Scope and Identifying Stakeholders -- Mapping Outputs -- Demonstrating Outcomes and Giving Them a Value -- Establishing Impact -- Calculating the SROI -- Reporting, Using, and Embedding the SROI -- Cost-Benefit Analysis (CBA) -- Pre-Post Comparison -- Conclusion -- Chapter 3: Creating Logic Models and Theories of Change -- History -- Steps to Creating a Theory of Change -- Issue Analysis -- Stakeholder Analysis -- Final Outcome -- Intermediate Outcomes/Outputs -- Inputs and Activities -- Change Methods -- Sequencing and Diagramming -- Sequencing |
|
Diagramming -- External Factors -- PESTEL Environmental Review -- Assumptions and Risks -- Assumptions -- Risks -- Conclusion -- Chapter 4: Developing an Impact Management Strategy -- Strategic Planning -- Selecting Indicators and Metrics -- Collecting and Managing Data -- Establishing Baselines and Targets -- Ensuring Data Quality and Reliability -- Conclusion -- Chapter 5: Creating the Framework in Salesforce -- Creating (or Documenting) Your Data Model -- Example Data Model -- Data Model and Your Theory of Change -- Creating reports -- Report Types -- Custom Report Types -- Report Formats |
|
Fields -- Filters -- Cross Filters -- Tabular Reports -- Summary Report (Grouped by Rows) -- Matrix Report (Rows and Columns) -- Joined Reports -- Subscribe to Reports -- Recipients and Running User -- Conditions -- Export Reports -- Einstein Discovery for Reports -- Creating Dashboards -- Dashboard Filters -- Using Formulas and Validation Rules -- Formula Fields -- Basic Examples -- Length of Service -- Scoring Assessments -- Intermediate Examples -- Pulling Data from Related Objects -- Overdue for Appointment Visual Reminder -- Client Age at Intake -- Advanced Examples -- Nested Fields |
| Summary |
Conduct impact measurement and outcomes evaluation, with a specific focus on nonprofits, using Salesforce Nonprofit Cloud (aka Salesforce for Nonprofits). As funding grows more challenging for nonprofits, having a robust technology system in place allows nonprofits to better seek out funding and receive more when they do. Readers of this book will be better positioned to ensure the long-term success of their organization and make maximum use of their technology. The book begins with an introduction to Salesforce and to Nonprofit Cloud for users who may be new to the platform. Next, you will learn the fundamentals of impact measurement and outcomes evaluation. You will understand why these are important and discover several frameworks that can be used to select outcomes that make sense for your organization to prove that its work is successful. These frameworks include Social Return on Investment (SROI), Cost-Benefit Analysis (CBA), and Pre and Post Comparison (and others). You will use your chosen framework to develop a logic model or theory of change which demonstrates how the work that nonprofits do translates into the outputs and outcomes that clients experience and that nonprofits seek funding to deliver. After covering the theory, author Dustin MacDonald teaches you how to translate the framework you chose into Salesforce. You will learn how to create reports, dashboards, formula fields, roll up summaries, and other basic Salesforce tools in order to collect the information you need to validate your framework. This book also demonstrates how to report on the outcomes you have achieved, tweak results to improve performance, and see the entire end-to-end experience in practice through a set of case studies. The book concludes with a discussion of advanced tools and techniques available inside Salesforce, such as Einstein Prediction Builder, as well as information on how you can immediately apply what you have learned to your own organization. You will: Understand how to use Nonprofit Cloud to collect and analyze data Know how to create a theory of change that shows your impact Become adept at working with impact measurement frameworks Build everything you need in Salesforce without writing a single line of code Turn your insights into new funding to keep your organization strong |
| Notes |
Description based upon print version of record |
|
Formulas in Reports |
| Subject |
Nonprofit organizations -- Management
|
|
Nonprofit organizations -- Data processing
|
|
Salesforce (Online service)
|
|
Nonprofit organizations -- Data processing
|
|
Nonprofit organizations -- Management
|
|
Salesforce (Online service)
|
| Form |
Electronic book
|
| ISBN |
9781484297087 |
|
1484297083 |
|
