Salesforce just made grants management a whole lot easier. Salesforce.org (formerly the Salesforce Foundation) has added grants management fields to the most recent edition of the Salesforce Nonprofit Starter Pack (NPSP), enabling greater efficiency of time and effort for managing your external grants. If you are a nonprofit or foundation, this is exciting news for your development director!
Have you ever looked at a list of Salesforce contacts and wished you could email some of them without having to create a campaign or a special view? Have you ever been frustrated that the NPSP’s Affiliated Contacts structure removes the one useful part of Salesforce emailing (the ability to find other contacts with the same Account)? Do you often need to email all Contacts affiliated with an Account?
When we talk about the NPSP, what do we mean? It’s a common acronym in the Dictionary of Salesforce, but is it so common outside of that context? We’re not sure it is. That’s why we’re here today to tell you exactly what is meant when we refer to your organization’s NPSP, or Nonprofit Starter Pack.
Salesforce designed the NPSP knowing that its most common features were useful to nonprofits, but maybe needed a little bit of tweaking to be considered efficient and effective. Working on top of the Salesforce Enterprise Edition, the Nonprofit Starter Pack helps organizations manage donors, donor memberships and affiliations. It also allows for the creation of Household accounts and household giving, and incorporates recurring payments and gifts.
To upgrade your Salesforce to NPSP 3.0:
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