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            Enable and Configure Nonprofit Cloud Features

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            Enable and Configure Nonprofit Cloud Features

            In your Nonprofit Cloud org, you can choose to 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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud.
            User Permissions Needed
            To set up Fundraising:
            • FundraisingAccess permission set
            • Fundraising_Admin permission set group
            To set up Program Management:

            Advanced Program Management permission set
            To set up Case Referrals:

            Case Referral permission set
            To set up Complaints:

            Complaints Management Access permission set
            To set up Care Plans:

            Care Plans Access permission set
            To set up Outcome Management:

            Outcome Management permission set
            To set up Nonprofit Cloud for Grantmaking: Grantmaking Manager permission set
            To set up Volunteer Management Manage Volunteer Data permission set
            1. Enable and configure Fundraising.
              Engage donors, raise funds, and drive outcomes with tools for strategic planning and data-driven insights.
            2. Enable and configure Program Management.
              Increase productivity, eliminate data silos, and empower staff who manage and deliver programs to make timely decisions.
            3. Enable and configure Case Referrals.
              Equip your team with tools for intake, assessments, and guided care plans.
            4. Enable and configure Complaints.
              Document incidents or concerns reported by individuals about someone’s personal health, safety, behavior, or well-being.
            5. Enable and configure Care Plans.
              Create personalized care plans to help individuals overcome challenges and accomplish life goals.
            6. Enable and configure Outcome Management.
              Define your impact strategy or theory of change, collect your data, track your progress, and evaluate the effectiveness of your programs.
            7. Enable and configure Grantmaking.
              Use tools to give grants and manage your nonprofit work, and streamline the grant management process for both funders and applicants.
            8. Set Up Volunteer Management
              Manage volunteers in Salesforce, gain deep insight into your volunteer data, and improve volunteer management by using robust automation processes.
             
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