Nonprofit Implementation Strategy
Explain common requirements, strategies, and business processes of nonprofit organizations.
Manage an implementation project, including vision and value maps, the project management lifecycle, and business value.
Solution Design
Evaluate the appropriate Salesforce Nonprofit Cloud, Salesforce Platform, and third-party solution options to meet nonprofit customer requirements.
Align customer business processes to the data model, features, and capabilities of Salesforce Nonprofit Cloud.
Recommend when to use Industries Common Features, such as OmniStudio, Data Processing Engine, Action Plans, and Dynamic Assessments.
Nonprofit Cloud Setup
Enable features of Nonprofit Cloud and assign related permissions sets and permission set licenses.
Configure Stakeholder Management, including person accounts, relationship objects, and address management.
Nonprofit Cloud Feature Configuration
Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements.
Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries.