Nonprofit Cloud: Grant Making

Nonprofit Cloud: Grant Making

What Is Grant Management? For several years now Salesforce has had two key offerings when it comes to Grant Management on their platform: Outbound Funds Module (OFM) and the Grants Management System (GMS).  OFM is a free offering that provides grant management...
Nonprofit Cloud: Core Case Management

Nonprofit Cloud: Core Case Management

What Is Core Case Management? Salesforce summarises this as ‘long term hands-on support provided to an individual client working with your organisation.’ They are typically recipients of programs or services, but in the context of a case, we are helping guide...
Nonprofit Cloud: Industry Components

Nonprofit Cloud: Industry Components

In this blog post we are going to review (at a high level!) various components that the new Nonprofit Cloud solutions utilise. Salesforce calls these ‘Industry Components’ and they have actually been around for several years in various guises. Typically they have been...
Nonprofit Cloud: Person Accounts

Nonprofit Cloud: Person Accounts

One of the core differences between the NonProfit Success Pack (NPSP) and the new Nonprofit Cloud is a clear move away from the various account models that are available in NPSP: Individual (Bucket) The individual account model is where I first cut my teeth whilst...