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Nonprofit Cloud Setup
Complete prerequisites for Nonprofit Cloud and turn on the features you want to use to manage fundraising, programs, case referrals, care plans, outcomes and more.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Developer Editions with Nonprofit Cloud. |
- 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. - Discover and Set Up Nonprofit Cloud Features with Salesforce Go
Explore, set up and configure, and monitor usage of Nonprofit Cloud features in one streamlined setup location. Access content resources to learn about features, and get help with configuration. Discover more Nonprofit Cloud features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go. - 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. - Expand Object Capabilities in Nonprofit Cloud
Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management. - Security and Permissions for Nonprofit Cloud
Learn about the permission sets included in Nonprofit Cloud and how to assign them to users. - Nonprofit Cloud Data Model Objects
To use Data 360 Data Governance features for Nonprofit Cloud, grant access to the impacted objects according to an access policy. - Nonprofit Cloud Experience Site Setup
Collaborate with community users such as service providers, volunteers, and beneficiaries in Experience Cloud. - Slack Channels for Nonprofit Cloud
Integrate Nonprofit record pages with Slack channels for seamless, real-time collaboration. Communicate directly within a record page and keep all team members connected, because conversations are accessible in both Salesforce and Slack. - Nonprofit Cloud Migration and Implementation Guides
Assess and plan your migration from Nonprofit Success Pack (NPSP) into Nonprofit Cloud, and your implementation of Nonprofit Cloud. These guides are intended for experienced Salesforce admins and consultants.
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