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            Complete Nonprofit Cloud Prerequisites

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            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.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud.
            User Permissions Needed
            To set up Nonprofit Cloud features: View Setup and Configuration
            1. Enable Person Accounts and set up Group Memberships.
              Nonprofit Cloud uses Person Accounts to represent individuals, Business Accounts to represent households and other groups, and Group Membership objects to connect individuals and organizations to each other.
              Important
              Important Grantmaking customers who make the vast majority of their grants to organizations rather than individuals are likely to find the Contact + Business Account model more appropriate than Person Accounts. Person Accounts aren't required for Grantmaking. However, they are strongly recommended for customers using other areas of Nonprofit Cloud, like Fundraising or Program Management. Grantmakers who aren't leveraging these other feature areas and only make grants to organizations will likely benefit from leaving Person Accounts off.
              Note
              Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
            2. Set up Data Processing Engine.
              Summarize data about donors, volunteers, your fundraising efforts, and programs. Actionable Segmentation, which relies on Data Processing Engine, gives you a way to segment your constituents based on this summarized data.
            3. Enable Actionable Segmentation.
              Actionable Segmentation, which relies on Data Processing Engine, gives you a way to segment your constituents based on this summarized data.
            4. Enable Interaction Summaries.
              Use Interaction Summaries to store permanent, detailed notes of interactions with donors, program participants, and other stakeholders.
              Important
              Important When you turn on Interaction Summary, also turn on Role Hierarchy–Based Sharing for Interaction Summary, Role Hierarchy–Based Sharing for Interactions, and Enhanced Interaction Note Interface.
            5. Enable Interest Tags.
              Track the attributes of volunteer initiatives, job positions, shifts, donors, program participants, and other stakeholders and match them with campaigns and other outreach efforts.
            6. Enable Record Alerts.
              Get alerts to the changes in records so that you can take proactive action.
            7. Enable Timeline.
              View a history of donor and stakeholder interactions with your organization.
             
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