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?