04. Nonprofit Cloud Solution Design

  1. Given a set of business requirements, determine the Salesforce product(s) to be used for the solution.
    1. Salesforce Products (Partner Community site)
    2. Products Overview (Salesforce.com site)
    3. Salesforce Industry Solutions (Salesforce.com site)
    4. Create and Manage Donation Allocations (article)
    5. Salesforce Marketing Cloud for Nonprofits Demo (video)
    6. Communicate More Effectively with Salesforce for Nonprofits (Salesforce.org site)
    7. Instant Insight Across Your Nonprofit (Salesforce.org site)
    8. Nonprofit Success Pack (NPSP): The Foundation for the Connected Nonprofit (Salesforce.org site)
    9. Salesforce Social Studio for Nonprofits – Demo (video)
    10. TRAILHEAD: Lightning Flow
    11. TRAILHEAD: Get Started with Community Cloud
    12. TRAILHEAD: Community Cloud Basics
    13. TRAILHEAD: Create Digital Engagement on Multiple Channels
  2. Given a set of business requirements, determine when it is appropriate to use declarative development (clicks), custom code, or a 3rd party solution.
    1. New! TRAILHEAD: Administer Nonprofit Success Pack (NPSP)
    2. Statement on Batch Data Entry (article)
    3. Table-Driven Trigger Management (TDTM) Overview for NPSP (article)
    4. Map Recurring Donation Fields to Custom Opportunity Fields (article)
    5. Volunteers for Salesforce User Guide (document)
    6. Customizable Rollups Overview (video)
    7. Customizable Rollups Overview (article)
    8. TRAILHEAD: Pardot Basics
    9. TRAILHEAD: Salesforce Optimizer
    10. Salesforce.org Philanthropy Cloud
    11. Static and Dynamic Prospect Lists (article)
    12. What is a System Administrator? (article)
    13. Create and Update Campaign Members Through an Opportunity (article)
  3. Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
    1. An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
    2. Lightning Flow (article)
    3. Healthy Org: Optimize your Salesforce Org (article)
    4. Error Handling (article)
    5. NPSP and Person Accounts (article)
    6. Create and Update Campaign Members Through an Opportunity (article)
    7. Setup and Configure Volunteers for Salesforce (guide)
    8. Volunteers for Salesforce FAQ (article)
    9. Why and How to Use Leads (article)
    10. Soft Credits Overview (article)
  4. Given a set of fundraising business requirements, determine what functionality in NPSP should be used for the solution.
    1. An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
    2. Create and Update Campaign Members Through an Opportunity (article)
    3. What are Campaigns and How Do They Work? (article)
    4. Create and Manage Levels (article)
    5. Dynamic Lightning Pages (article)
    6. Getting Started: Soliciting and Managing Grants with Salesforce + NPSP (article)
    7. Create and Manage Engagement Plans (article)
    8. Getting Started: Individual Donor Management with Salesforce. . . (article)
  5. Given a set of business requirements related to data security, determine what security features should be used.
    1. Classic Encryption for Custom Fields (article)
    2. Shield Platform Encryption Compatibility with NPSP (article)
    3. Security Health Check (article)
    4. Two-Factor Authentication (article)
    5. Permission Sets (article)
    6. Profiles (article)
    7. Organization-wide Sharing Defaults (article)

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