Post on 23-Jan-2015
description
transcript
Nonprofit Starter Pack v3
/Salesforce.comFoundation
@SFDCFoundation
Kevin Bromer Director of Product Development
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx
Marketing Communications
Fundraising
• Multi-Channel Marketing • Email Marketing • Marketing Automation • Social Engagement
• Donor Management • Events Management • Volunteer
Management • Grants Management
Community Engagement
• Social Intranet • Member Community • Affiliate/Chapter
Community • Partner Community
Program Management
• Case Management • Call Centers/Hotlines • Advocacy/Policy
Tracking • Grant Portfolios
NPSPv3 (aka ‘Project Cumulus’) is an investment in our customers’ success, and a representation of the Foundation’s commitment to support all of our customers in achieving their mission success.
What’s new?! For Users For Admins and Techies
• Full Salesforce1 Mobile Support • Customize Your Household Names • Track Multiple Addresses & Seasonal
Addresses • Automatically Sync Addresses Between
Members of a Household • Built-in Support for Address Verification • New Donor Stats • Support for Primary Contacts &
Affiliations • Brand New Docs
• Hassle Free Upgrades • Health Check for your Organization • Flexible Architecture & Design • New Settings Interface • Additional Configuration Options
Across All Features • Support for Household Account Model • Streamline Contribution Process
Short NPSPv3 Demo
Nonprofit Starter Pack 3.0 Team
David Habib Senior Force.com Developer
Jason Lantz Lead Release Operations Engineer
Carlos Ramirez Martinez-Eiroa Senior Force.com Developer
Jon Varese Lead Technical Writer
Nicolas Campbell Force.com Developer
What you need to know…
100% Open Source…
Community supported…
You can get it today.
• Application is live! • Upgrades for existing
customers • Trials provide NPSPv3 • Instructions found in the
Power of us Hub
How do I upgrade?
• No data migration is required***
• Installer guides you through the upgrade process
• Always use caution whenever performing a change or update to your organization!
Data Model • NPSPv3, like previous version offers multiple
data models • NPSPv3 adds an additional model, the
‘Household Account’ – you do not have to change • We believe this is the ‘best practice’ model for
most organizations • Many new features and functionality are designed
to work solely with the Household Account model • We provide some basic tools for helping
organizations change models
Older NPSP Versions
• Will still be available on the AppExchange • Contacts & Orgs and Households will eventually be
removed from the AppEx • Relationships, Affiliations, Recurring Donations and Batch
Data Entry will remain available as separately installable packages if required
• Minimal-to-no additional bug fixes will be available for these base packages
FAQs & Documentation
• Why should I upgrade to NPSP 3.0? • How is this, or is it, different from Salesforce1 for Nonprofits? • How do I upgrade? • Is the NPSP an ‘official’ Foundation product? • How is it supported? • Where is there information on the roadmap? How is that determined? • Where can I find documentation, discussion, places to make feature suggestions,
etc.? • Where can I find more information on NPSPv3?