Overview of the Nonprofit Starter Pack (NPSP)

agenda

• What is the Nonprofit Starter Pack?• Demo of the unique features of the

Nonprofit Starter Pack• Q and A

SUB POINT

ACCOUNT

ACCOUNTCONTACT

CONTACT

CONTACT

OPPORTUNITY

$

OPPORTUNITY

$

OPPORTUNITY

$

Native Salesforce CRM = B2B Model

PEOPLE

COMPANYSALES

The Nonprofit Starter Pack (NPSP) is a set of customizations that extend the standard Salesforce Enterprise Edition to enable complex management of your organization’s relationships with individuals and households.

5,500 + orgs are actively using the Nonprofit Starter Pack

What is the Nonprofit Starter Pack?

A series of 5 “managed packages” that sit on top of your Enterprise Edition licenses:

• Contacts & Organizations• Households• Affiliations• Relationships• Recurring Donations

Salesforce Enterprise Edition

Imagine a room = a data object

Nonprofit Starter Pack

Contacts and Orgs

So, what’s the big whup? How is the NPSP diff than the standard Enterprise Edition

license?

ACCOUNT

1 to 1 Account Model

CONTACT

Joe Smith

CONTACT

Jane Smith Jane Smith

ACCOUNT

THE SMITHHOUSEHOLD

ACCOUNT

Joe Smith

OPPORTUNITY

$

A contact role is an object that defines the part that a contact plays in a specific opportunity.

End User Only Sees This

B2B Contact

End User Sees This

CONTACT

CONTACT

ACCOUNT

OPPORTUNITY

$

Grant Opportunity

Foundation

Program Officer

Can I just use “Person Accounts?”

• Contact sharing is not available if you have person accounts, contacts inherit sharing rules from the accounts object.

• Person Accounts cannot be turned off once they are turned on.

• They have some similar functionality as the NPSP, but you will need to do all the other customization yourself (donation record types and roll-ups, households, affiliations, etc.).

• Person Accountswill not work withthe NPSP

• The NPSP was not developed with Person Accounts. Why?– Developers wanted to use standard

Salesforce objects.– There is the potential for issues with

third party integrations because Person Accounts are not standard

– You can’t turn on person accounts in a managed package

– No clear roadmap for future Person Acct development.

Yes, but remember . . .

Highlights of the NPSP

= Total view of your contact including donation and membership history all in one place

Contacts and Organizations

auto creates household and

account on save

Brings over address to Household

Highlights of the NPSP

= a field that calculates (sum, count, min, max) values from a set of related records, such as those in a related list (like Opportunities).

Roll Up SummaryFields robust

donor history on

the contact

detail page

Highlights of the NPSP

Households = a custom object used to group together contacts that live at the same mailing address, allows tracking of Household giving history and membership

1-click contact address update

Roll-up summary of Household gifts and memberships

+ all the standard activity, notes and attachment related lists plus add your own custom fields.

auto greeting

Highlights of the NPSP

Households = a custom object used to group together contacts that live at the same mailing address, allows tracking of Household giving history and membership

1-click Household Mailing List De-Dupe from the Campaigns

Object

Highlights of the NPSP

Opportunities =customization of the Opportunities object including the creation of record types, membership fields, and the auto-creation of contact roles

Auto creation of contact roles for the primary donor and

household members

5 record types used for reporting and roll-up summary formulas – can also customize or add/delete your own

+ ability to exclude certain record types from roll-up summaries, customize further, add other standard functionality like products or content delivery

Highlights of the NPSP

Payments=custom object that allows you to record received cash payments against promised revenue.

Record a payment schedule and make sure you don’t forget to collect them when they come due; and it allows you to write off rescinded payments on a pledge.

Highlights of the NPSP

Membership =addition of custom fields to track membership and roll-up summary fields on the Contact record including

roll-up summary fields on Contact detail page including ability to set

a renewal grace period

membership fields, add more

or customize pick list values

+ exclude membership transactions from donation summaries

Highlights of the NPSP

Recurring Donations =quickly and easily set up recurring pledges and donations

Easily visible on the contact

detail page

The math gets done and it creates all the opportunity records

for you

Highlights of the NPSP

Affiliations =a custom object that allows you to track relationships between an individual contact and multiple organizations

Roll-up summary of Household gifts and memberships

View from the Contact detail page:

add custom fields

Or the Organization detail page: Track current or former affiliations

Highlights of the NPSP

Relationships = a custom object used to track relationships between Contacts

customize relationship type

pick list

Track former and current

relationships+ add custom fields if you need them

NPSP Resources

www.salesforcefoundation.org/nonprofitstarterpack

Google Code Project http://code.google.com/p/npsp/

JOIN THE NPSP GOOGLE GROUPhttp://groups.google.com/group/nonprofit-starter-pack-users

. . . It is the BEST place to get help.

Bucket Account Model

End User Sees This

CONTACT

CONTACT

ACCOUNT“Individual”

THE SMITHHOUSEHOLD

ACCOUNT

CONTACT

CONTACTTHE SMITHHOUSEHOLD

OPPORTUNITY

$

contact roles

Contacts and Organizations v2.0 / Households v2.0“One-To-One” vs “Individual” Account Model

“One-to-One” model• For each Contact that is created, a

mirror account and Household is automatically created

• Can increase storage needs• Can cause confusion between

Contact and Account since Account is essentially invisible

• Roll-up summary fields to Contact and Households

• Contact roles on donation are automatically created for Contact and Household members

• Preferred Email, Phone, and Address Fields

• Special Contact Merge Process• Affiliations can be used to connect

individuals to companies

“Individual” or “Bucket” model• For each Contact that is created, a Household

is created, and every contact is associated to a single account called “individual”

• Low impact on data storage• Less confusion between “Contact” and

“Account”• Sharing or other rules based on Accounts

could share all individual contacts• Can have scaling issues beyond 100,000+

contacts• Some issues with Lead Conversion• Roll-up summary fields to Contacts and

Households• No contact role auto-created for Household

members• Preferred Email, Phone, and Address Fields• Special Contact Merge Process• Affiliations only used to augment connections

to companies in the bucket model