You've started down the journey of preparing your organization for success by reading the "Prepare for Success" article, so now it's time to think about customizing your Salesforce database to match your business processes. And, maybe even automate some common repetitive tasks!
Do you know your own processes?
One caveat before doing any customization: make sure that you clearly understand your organization’s processes and systems before attempting to customize Salesforce to support those processes. This step is critical to ensure you add the right custom features which will be adopted by your users. Some people find it helpful to create visual process diagrams in order to clearly display the steps of a particular process, and what information is captured at each step. This may seem like overkill at first, but it can often reveal inconsistencies and misunderstandings even within a small team.
- Blog on creating a donor process map: What I've Learned About Donor Management
Review your Basic Organization Information
One of the most simple first steps your Administrator can take to configure your Salesforce instance is to ensure that your organization’s information is updated, and the primary contact has been set correctly in your Company Profile in Setup. This helps avoid issues down the road, for example all new users you create will by default utilize the company’s timezone, language, and contact details!
- Help doc: Set up your Company in Salesforce
This is also where you can see how many additional user licenses your organization has. If you need any more, reach out to your Account Executive: How do I find my Salesforce.org Account Executive?
Review the NPSP Settings
The Nonprofit Success Pack (NPSP) includes a number of settings that can be adjusted based on your organizational needs. To go to the NPSP Settings page, make sure you are in the Nonprofit Success Pack App and then look for the NPSP Settings Tab.
Prior to making any changes to the default settings, be sure you understand all the ramifications of the changes you are making by referencing the NPSP Documentation.
Define the User Experience
Customize Salesforce to match your business process and make it easier for your end users to enter and find data. Effective customization can help your users better adopt and use Salesforce ensuring a higher return on your investment in our technology.
This webinar is designed to help you configure your organization's fundraising processes in Salesforce and make things easier for your users. We will focus on using the core Salesforce objects to track donations from start to finish and creating a seamless user experience through simple customizations.
Register Now for the Next Live Session in the US and Canada
- Trailhead: Get Started with the Nonprofit Success Pack and Salesforce
- Set up your Company in Salesforce
- NPSP: Nonprofit Success Pack Documentation
- Join the System Administrators Group in the Power of Us Hub
- Attend the weekly Hub Community Office Hours
Log a Tech Support Ticket
If you get stuck, you can always log a tech support ticket. Every Salesforce.org customer has access to a Standard Success Plan which includes access to Standard Support.