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Nonprofit Starter Pack . Kevin Bromer, Solution Architect Salesforce.com Foundation. Presentation Overview. About the Salesforce.com Foundation Philosophy & Purpose Brief History Metrics, Current Data Structure Future Roadmap & Upcoming Features. Salesforce.com Foundation.

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Nonprofit starter pack

Nonprofit Starter Pack 

Kevin Bromer, Solution Architect

Salesforce.com Foundation


Presentation overview

Presentation Overview

  • About the Salesforce.com Foundation

  • Philosophy & Purpose

  • Brief History

  • Metrics, Current Data

  • Structure

  • Future Roadmap & Upcoming Features


Salesforce com foundation

Salesforce.com Foundation

  • Independent 501c3 with ties to SFDC

    • CSR

    • Granting

    • Volunteering

    • Technology

  • Social Enterprise Model

    • Theory of Change

    • Self sustaining

  • 1% product/1% time/1% money

  • Impacts of independence 


Npsp philosophy purpose

NPSP Philosophy & Purpose

  • provide a frictionless way for a small/med nonprofit organization to get up on Salesforce.com in an intuitive way

  • be a way to catalyze our partner community and build a viable ecosystem of products for nonprofits on Salesforce.com

  • help make integrations more plentiful

  • make things easier for integrators to work with nonprofit organizations

  • serve the smaller organizations first

  • not necessarily looks to solve ALL nonprofit problems, particularly those of larger organizations


Npsp brief history

  • NPE/NP Template

  • 5/2008 - requirements gathering

  • 8/2008 - software development

  • 5/2009 - first .5 FTE resources

  • 6/2010 - Developer Sprint '10

  • 12/2010 - new .5 FTE resource

  • 4/2011 - Developer Sprint '11

NPSP Brief History


Npsp metrics current data

  • One of the largest open source projects currently ongoing on the Force.com platform

  • BSD License, with more than 25 active contributers

  • More than 2600 organizations actively using (login in the past 3 weeks)

  • More than 1/3 of all Foundation orgs are NPSP orgs

  • March 2011 2nd most installs (753) in the program's history

  • Of that 753, well over 30% were net-new customers, 

  • For the past year, M-over-M net new growth has been more than 10%

NPSP Metrics & Current Data


Npsp package architecture

Object Dependencies

Contact

Account

Opportunity

Opportunity Contact Role

Object Dependencies

Household__c

Contact

Account

Opportunity

Opportunity Contact Role

Extension

NPSP Package Architecture

Households - npo02

Contacts & Organizations - npe01

Responsibilities 

Maintains 1x1/Bucket Model

Provides OCR on Donations

Email/Address/Phone Handling

Responsibilities 

Householding 

Provides HH OCRs on Donations

Opportunity Rollups

Household Naming

Responsibilities 

Parent object to create recurring opportunities and aggregation to parent.

Object Dependencies

Opportunity

Recurring_Donation__c

Recurring Donations - npe03

Responsibilities 

Provides relationship definition between two contacts

Object Dependencies

Contact

Relationship__c

Relationships - npe4

Object Dependencies

Contact

Account

Affiliation__c

Responsibilities 

Provides affiliation definition between a contact and an account

Affiliations - npe5


Npsp future roadmap upcoming features

  • Integrated Household Naming

  • User Defined Rollups

  • Batch Gift Entry

  • Payment Object/Pledge Model

  • Recurring Donations Model

  • Reciprocal Relationships

  • Major Update Notifications

NPSP Future Roadmap & Upcoming Features

Short Term

In the process of merging code (HH beta already out) - Looking at release dates for C&O/HH post Summer '11, pre-DF.

Long Term

Possibility of FTE, Siteforce, G.U.S.P


Nonprofit starter pack

Thank you.

[email protected]

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