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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 


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    Presentation Transcript
    1. Nonprofit Starter Pack  Kevin Bromer, Solution Architect Salesforce.com Foundation

    2. Presentation Overview • About the Salesforce.com Foundation • Philosophy & Purpose • Brief History • Metrics, Current Data • Structure • Future Roadmap & Upcoming Features

    3. 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 

    4. 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

    5. 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

    6. 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

    7. 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

    8. 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

    9. Thank you. kbromer@salesforce.com Demo...