Salesforce Nonprofit Success Pack

The Salesforce Nonprofit Success Pack (NPSP) is used by tens of thousands of nonprofits worldwide to drive mission and fundraising success. Read the latest news, strategy, and how to articles on our blog to learn more and get the most out of your NPSP instance.


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PUB Crawl for October 23, 2017

I'm somewhere over Wyoming right now. Maybe that's Nebraska. I'm not sure, I can't see the lines from the map right now because the ground is dark. Anyway, I'm en route to NPSP Day Portland in the middle of a three-stop NPSP Day tour, culminating in a burrito-fest at NPSP Day San Francisco on Thursday.

I'm sure we'll talk about Salesforce in San Francisco, but man, the burritos!

This crew below came together last week for the first NPSP Day Chicago (they held strong the day after that last Cubs game), where we had a chance to dive deep into pretty much everything from grants (shoutout to the community members working on that!) to data importing.

NPSP Day Chicago 2017 group photo

As I reach up for another coffee (bing!), I give you another week of Salesforce knowledge. No turbulence ahead, you're free to move about the PUB. Enjoy!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for October 16, 2017

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Before Dreamforce last year, a small group of non-profiteers met in Marin to imagine a new era in non-profit technology. We believed that there could be a new way to organize community for the types of projects that might get overlooked because their constituencies were too small, or their use cases too...edgy.

I mean, look at Justin in this photo. It was imagination time in overdrive.

Imagination the Goat Farm Foundation

After a year of discussion, interspersed with periods of navel gazing (i.e. doing our full-time jobs), we've come to the realization that our idea has an opportunity to change the way individuals are empowered to find and fill gaps in the non-profit technology ecosystem.

So here we go. On Tuesday, Nov 7 at 2:30pm during Dreamforce, join the founding farmers of the Goat Farm Foundation at Yerba Buena Gardens Esplanade to learn how we all can roll-up our sleeves to build non-profit tech solutions in a totally new way. Want to see just how crazy these ideas are? Check our our new public mailing list and read my concept paper for a distributed autonomous organization that empowers folks like yourself to both contribute and have a direct say in the future of the organization.

Now that you're either fired up or thoroughly confused, grab a drink of your choosing, and saunter through this week's PUB Crawl!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for October 9, 2017

Sometimes, Salesforce and non-profit technology can seem so vast and confusing, the best way to sum up your feelings might look something like this photo from NPSP Day Washington DC.

What we don't know

The good news is that there's a large, open source community ready to share knowledge with you in a variety of ways. I'm gearing up for three NPSP Days in six days, where raw community knowledge comes together in-person. Online, our community has contributors around the world delivering code and documentation to help us all better understand how to use these tools for our organizations' needs.

With Dreamforce only a few weeks away, it's time to gather together and share new ways we can all contribute to our community's success. So if you're going to Dreamforce, hit that reply button and let me know. I've got some fun in store for my PUB Crawl friends at Dreamforce.

Until then, here's your well of knowledge for the week!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Chart New Donor Acquisition by Campaign in the Salesforce Nonprofit Success Pack

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To understand how best to acquire new donors, it is important to determine what methods have been most successful in doing so already. This task is precisely why the Campaigns object exists in Salesforce. With it, you can define an unlimited number of efforts and associate Donation records with those efforts. From direct mailings to peer-to-peer fundraising to email appeals to individual online donation forms to much more, creating Campaigns for each can help you track their results.

This step-by-step recipe is an ode to the power of Campaign, demonstrating how you can create a chart that shows new donor acquisition by Primary Campaign Source so you can understand what's working - and what's not - for your nonprofit.

For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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Chart New Donors vs. Previous Donors This Year by Month in the Salesforce Nonprofit Success Pack

Effectively comparing new donors acquired to previous supporters for the current year can yield valuable insight into the effectiveness of your fundraising efforts. With this step-by-step recipe, you can create a chart that shows new donor acquisition vs. previous donors cumulative by month for the current year as well as view data comparing donations between those groups.

For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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