Nonprofit Cloud Setup

Available in: Lightning Experience

Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud.

To set up Nonprofit Cloud, configure foundational prerequisites, including Person Accounts, Data Pipelines, and Interaction Summaries. Establish security and permissions, set up Experience Cloud sites, and turn on the Industries shared features that you want to use. To enhance your experience, configure data model objects and integrate Slack channels for real-time communication.

• Complete Nonprofit Cloud Prerequisites
  Before you turn on and set up Nonprofit Cloud features, configure the basics for Nonprofit Cloud such as Person Accounts, Data Pipelines, Actionable Segmentation, Interaction Summaries, Interest Tags, Record Alerts, and Timeline.
• Discover and Set Up Nonprofit Cloud Features with Salesforce Go
  Explore, set up and configure, and monitor usage of Nonprofit Cloud features in one streamlined setup location.
• Turn On and Configure Nonprofit Cloud Features
  In your Nonprofit Cloud org, you can use any or all of the available features. As you set up each feature, learn about Industries shared features and how to use them for different types of roles.
• Expand Object Capabilities in Nonprofit Cloud
  Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.
• Security and Permissions for Nonprofit Cloud
  Learn about the permission sets included in Nonprofit Cloud and how to assign them to users.
• Nonprofit Cloud Data Model Objects
  This reference lists Nonprofit Cloud data model objects by category. To use Data 360 Data Governance features for Nonprofit Cloud, grant access to the impacted objects according to an access policy.
• Nonprofit Cloud Experience Site Setup
  Collaborate with community users such as service providers, volunteers, and beneficiaries in Experience Cloud.
• Slack Channels for Nonprofit Cloud
  Integrate Nonprofit record pages with Slack channels for real-time collaboration. Communicate directly within a record page and keep all team members connected, because conversations are accessible in both Salesforce and Slack.
• Nonprofit Cloud Migration and Implementation Guides
  Assess and plan your migration from Nonprofit Success Pack (NPSP) into Nonprofit Cloud, and your implementation of Nonprofit Cloud, Fundraising, and Program Management. These guides are intended for experienced Salesforce admins and consultants.