Salesforce Nonprofit Cloud

Module 1: Salesforce for Nonprofits Overview

• Salesforce.org and the Power of Us Programme: 10 free licences
• Nonprofit Success Pack (NPSP) vs Nonprofit Cloud: feature differences
• NPSP data model: Accounts, Contacts, Households, and Affiliations
• Installing and configuring NPSP
• Navigating the nonprofit Salesforce org
• Salesforce.org certification and Trailhead for nonprofits

Module 2: Constituent Management

• Household account model: individual and organisational accounts
• Contact roles and relationships: soft credits and affiliations
• Duplicate management for constituent data quality
• Address management: household addresses and address verification
• Constituent data best practices: data hygiene and deduplication
• Constituent 360: unified view of donors, volunteers, and beneficiaries

Module 3: Fundraising & Donor Management

• Opportunities as donations: record types for gifts and grants
• Donation record types: one-time, recurring, in-kind, and pledges
• Recurring donations: schedules, payment methods, and upgrades
• Soft credits: recognising relationship-driven giving
• Payment processing integration: Stripe, PayPal, and iATS
• Fundraising reports: donor retention, average gift, and LYBUNT/SYBUNT

Module 4: Grant Management

• Grant seeking: prospect research and grant opportunity tracking
• Grant application pipeline and stage management
• Grant reporting requirements and deliverable tracking
• Foundation and government grant compliance
• Grant budget tracking and financial reporting
• Integration with grant management systems

Module 5: Programme Management

• Programme Management Module (PMM): programmes and services
• Service delivery tracking: client intake and case management
• Beneficiary engagement: attendance and participation records
• Outcome measurement: indicator tracking and impact reporting
• Volunteer management: volunteer hours and assignments
• Impact measurement dashboards and programme reporting

Module 6: Marketing & Communications for Nonprofits

• Marketing Cloud Account Engagement (Pardot) for nonprofits
• Email marketing: campaign creation and donor segmentation
• Engagement plans: automated donor journey workflows
• Event management: event registration and attendance tracking
• Social media integration for constituent engagement
• Annual report data collection and impact storytelling

Module 7: Fundraising Events & Peer-to-Peer

• Event management: sponsorships, tickets, and in-kind donations
• Peer-to-peer fundraising: supporter pages and team fundraising
• Auction management: item management and bid tracking
• Online giving forms: donation page configuration and branding
• Gift acknowledgement: automated thank-you letters and tax receipts
• Post-event analysis and donor upgrade strategy

Module 8: NPSP Administration & Certification

• NPSP settings: household naming, address verification, and rollup settings
• Customising NPSP: adding fields and modifying layouts
• NPSP data import and data migration for nonprofit organisations
• Salesforce.org Power of Us Hub community resources
• Salesforce Nonprofit Cloud Consultant certification preparation
• Real-world nonprofit case study: implementing NPSP for a charity

Salesforce Nonprofit Cloud Certified Consultants Our Nonprofit Cloud instructors are Salesforce.org certified consultants who have implemented Salesforce NPSP and Nonprofit Cloud for charities, housing associations, universities, and NGOs, helping mission-driven organisations leverage technology to amplify their social impact.

Nonprofit Sector Professionals Several trainers have worked in nonprofit fundraising, programme management, and charity leadership before becoming Salesforce consultants. This sector experience ensures training content is grounded in the real pressures, language, and workflows of nonprofit organisations.

Fundraising Technology Specialists Our instructors understand the full fundraising technology ecosystem — payment processors, peer-to-peer platforms, email marketing tools, and events management systems — and how they integrate with Salesforce to create a unified constituent experience.

Programme Impact & Outcomes Measurement Beyond fundraising, our trainers have implemented programme management and impact measurement solutions using Salesforce's PMM module, helping nonprofits demonstrate their social value through data.

Affordable & Mission-Aligned Training We believe in supporting the nonprofit sector. Our instructors deliver Salesforce nonprofit training at accessible price points, with scholarship options for smaller charities and community organisations that power vital social services.