salesforce for nonprofits · salesforce for nonprofits nonprofit success pack (npsp): configured...

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Salesforce for Nonprofits Nonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Sales Cloud Enterprise Edition and provides complete Salesforce Customer Relationship Management (CRM) and tools to help manage programs, donations, volunteers, and supporters all in one place. Sales Cloud Enterprise Edition: Traditional Salesforce CRM, not configured out of the box for nonprofits. FEATURES Sales Cloud Enterprise Edition + NPSP Sales Cloud Enterprise Edition Constituent Relationship Management Address and Seasonal Address Management Volunteer Management Donation Management Gift, Pledge, Soft and Partial Soft Credit Management Honor/Memorial Gift Tracking Matching Gifts In-Kind Gifts Basic Membership Management Basic Grants Management Basic Batch Entry Engagement Plans and Levels Pre-Configured and Customizable Donor Reports Standard Salesforce Objects (Account, Contact, Lead, Case, Campaign, and Opportunity) Task and Event Tracking Chatter Collaboration Email Integration with Outlook and Gmail Email Templates, Tracking and Mass Email Contract Management Workflow and Approval Automation Campaigns Customizable Reports and Dashboards Offline Access Mobile Access Content Library Analytics Snapshots Profile Layouts and Field-Level Security Custom Apps and Websites Integration via Web Services API Partial Sandbox T O L E A R N M OR E V I S I T W WW. S A L E S FORC E .O RG © 2020 salesforce.com, inc. and Salesforce.org. All rights reserved. Salesforce, Salesforce.org, NPSP and others are trademarks of salesforce.com, inc. The Salesforce Cloud logo and other creative assets are owned and protected under copyright and/or trademark law. For more information, please visit www.salesforce.com. This document is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties. The contents hereof are subject to change without notice, updated as of the version date listed herein, and the features and functionality mentioned here are more fully described in other documentation.

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Page 1: Salesforce for Nonprofits · Salesforce for Nonprofits Nonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Sales Cloud Enterprise Edition

Salesforce for NonprofitsNonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Sales Cloud Enterprise Edition and provides complete Salesforce Customer Relationship Management (CRM) and tools to help manage programs, donations, volunteers, and supporters all in one place.

Sales Cloud Enterprise Edition: Traditional Salesforce CRM, not configured out of the box for nonprofits.

FEATURES Sales Cloud Enterprise Edition + NPSP Sales Cloud Enterprise Edition

Constituent Relationship Management

Address and Seasonal Address Management

Volunteer Management

Donation Management

Gift, Pledge, Soft and Partial Soft Credit Management

Honor/Memorial Gift Tracking

Matching Gifts

In-Kind Gifts

Basic Membership Management

Basic Grants Management

Basic Batch Entry

Engagement Plans and Levels

Pre-Configured and Customizable Donor Reports

Standard Salesforce Objects (Account, Contact, Lead, Case, Campaign, and Opportunity)

Task and Event Tracking

Chatter Collaboration

Email Integration with Outlook and Gmail

Email Templates, Tracking and Mass Email

Contract Management

Workflow and Approval Automation

Campaigns

Customizable Reports and Dashboards

Offline Access

Mobile Access

Content Library

Analytics Snapshots

Profile Layouts and Field-Level Security

Custom Apps and Websites

Integration via Web Services API

Partial Sandbox

T O L E A R N M O R E V I S I T W W W . S A L E S F O R C E . O R G

© 2020 salesforce.com, inc. and Salesforce.org. All rights reserved. Salesforce, Salesforce.org, NPSP and others are trademarks of salesforce.com, inc. The Salesforce Cloud logo and other creative assets are owned and protected under copyright and/or trademark law. For more information, please visit www.salesforce.com. This document is provided for information purposes only and is not warranted to be error-free, nor is it subject to any other warranties. The contents hereof are subject to change without notice, updated as of the version date listed herein, and the features and functionality mentioned here are more fully described in other documentation.