on Nonprofit Cloud - gettectonic.com
on Nonprofit Cloud

Mark Becker on Nonprofit Cloud

In May 2023, Salesforce released a new CRM offering called the Nonprofit Cloud. Since then, Salesforce has continued to roll out new products and functionality within Nonprofit Cloud. This article originally appeared in Nonprofit Pro. If your nonprofit uses the Salesforce Nonprofit Success Pack (NPSP) or is considering a move to the Nonprofit Cloud, you might be interested in learning more about it and how it’s being adopted in the sector. Let’s take a look at some key points about Salesforce Nonprofit Cloud. A Brief History of Salesforce NPSP and Nonprofit Cloud Salesforce has provided technology for nonprofits for the past 20 years. During this time, there have been multiple solutions for organizations developed for or by Salesforce. Related story: What to Know About Constituent Relationship Management System for Nonprofits For the past 15 years or so, Salesforce’s prominent solution for nonprofits has been NPSP, originally called Nonprofit Starter Pack. Today, tens of thousands of nonprofits use NPSP for their CRM system and fundraising needs. Some Differences Between Salesforce NPSP and Nonprofit Cloud Without getting too techy about the differences between Salesforce NPSP and Nonprofit Cloud, here’s a simple overview. NPSP is what many call a “managed” package. It’s built on top of the Salesforce platform as a sort of product that is installed in a nonprofit’s Salesforce environment. It’s primarily used by nonprofits for fundraising and CRM. Nonprofits using NPSP have often added other managed packages, such as Volunteers for Salesforce and the Program Management Module, to address other needs while staying within the Salesforce environment. The Nonprofit Cloud, on the other hand, is built into the Salesforce platform. It’s not a managed product, which means it’s not a “product” installed in the Salesforce environment. Instead, it’s part of the platform itself. This approach provides nonprofit-specific features without the need to go through an installation process. But it’s important to note that Nonprofit Cloud still must be customized for each organization’s needs, which may include setup, data migration, testing, and training. Another difference between NPSP and Nonprofit Cloud is Salesforce’s investment. While Salesforce continues to sell and support NPSP, most of the new features and functionality they’re rolling out are within Nonprofit Cloud. Adoption of the Salesforce Nonprofit Cloud in the Sector It’s not clear exactly how many nonprofits have moved or are moving to Nonprofit Cloud. But a recent study about Salesforce Nonprofit Cloud implementations from Watt Hamlett Consulting sheds some light on the adoption of the Salesforce offering. A few key highlights from the study of Salesforce consultants include: The report estimates that there are likely a few hundred Nonprofit Cloud projects in progress or completed, and 75 or more firms with some experience with it. So, it seems fair to say that while it’s still early days with Nonprofit Cloud, there are nonprofits becoming early adopters of the offering, there are Salesforce consultants that are gaining experience with Nonprofit Cloud implementations and many consultants consider themselves willing and ready to take on Nonprofit Cloud projects. Tips for Moving Forward With Salesforce Offerings for Nonprofits If your organization uses Salesforce NPSP or is considering moving to Salesforce, there’s not a one-size-fits-all answer to whether you should adopt the Nonprofit Cloud at this time. In some cases, it might make sense to stay on NPSP. In others, it might make sense to move to or start out with some elements of Nonprofit Cloud. However, here are some tips to help you take the next steps as you consider using Salesforce solutions for your nonprofit. Stay Informed Salesforce continues to roll out new products, features, and functionality within Nonprofit Cloud. To stay current, it’s worthwhile to watch for announcements and product roadmaps from Salesforce. Think Ahead It’s important to think about your long-term technology plan when deciding whether to adopt the Nonprofit Cloud or choose/stay with NPSP. Consider your organization’s current technology systems and organizational goals for the next three to five years as you weigh your decision. Consider the Pros and Cons Staying on or starting out with NPSP might seem like a safe choice. Thousands of nonprofits are still using the solution, and Salesforce is continuing to support it. However, the focus for Salesforce appears to be around Nonprofit Cloud, so NPSP might not receive much innovation in the future. Plus, if you are already using NPSP and the apps you use with NPSP don’t work within Nonprofit Cloud, then you might want to stay on NPSP until you have a more comprehensive plan for moving to the Nonprofit Cloud. On the flip side, if you were to move to the new Nonprofit Cloud, you would gain the benefits of an ongoing stream of new features and functionality from Salesforce. But you would be an early adopter, which can come with its own challenges, including a low number of customer references and Salesforce consultants with minimal experience working with the solution. And until Salesforce consultants have more experience, the complexity and cost of Nonprofit Cloud implementations could be higher than NPSP. Get Expert Help There are a lot of considerations when it comes to understanding the pros and cons of adopting new technology. It can be extremely helpful to work with a technology consulting firm to assess your organization’s needs and find the right solution for your nonprofit. Mark BeckerAuthor’s page Mark founded Cathexis Partners in 2008 to help nonprofit organizations get the most from their existing technology tools, implement new technology to address gaps and find the best overall approach to using technology to support their missions. He previously served as director of IT consulting at a fundraising event production company focused on nonprofits. Mark also serves on the editorial advisory board for NonProfit PRO, where he contributes monthly to his blog, “Nonprofit Tech Matters.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from

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New Nonprofit Cloud

The New Nonprofit Cloud

Salesforce.org recently announced the “New Nonprofit Cloud,” and Lori Freeman shared this update in the Trailblazer Community. Here’s a summary of the key points: Salesforce.org is rolling out an entirely new suite of technology solutions for nonprofits over the next few years, collectively named “Nonprofit Cloud.” These solutions will not be based on, nor compatible with, current offerings like NPSP. For now, there is no immediate need to focus on “Nonprofit Cloud.” Importantly, Nonprofit Pricing remains unchanged, with ten free licenses still available. However, licenses for the 11th and subsequent users under Nonprofit Cloud will be more expensive than standard licenses. There’s much more to this announcement, some of which wasn’t included in the official communication. It’s worth discussing these aspects in detail. Pricing Salesforce’s value for nonprofits lies in the Power of Us program, which donates the first ten licenses free of charge, and in the discounts applied to other Salesforce products. This remains unchanged. Before TrailblazerDX, assurances were given that this would not change. A question was raised during True To The Core, seeking a public commitment from Salesforce. Parker Harris’ response, along with Lori’s post and other communications, provide confidence in Salesforce’s ongoing support for nonprofits, though one should always remain cautious when relying on corporate commitments. However, pricing beyond the free licenses is not straightforward, likely due to Salesforce.org’s integration with Industries. Even Salesforce.org staff might not fully grasp the intricacies of licensing and pricing yet. What’s understood is that Nonprofit Cloud will be its own SKU, essentially bundling a Sales Cloud license, a Service Cloud license, and access to Industries-based functionality. All ten licenses granted to new organizations on the Nonprofit Cloud will include this entire bundle. This means that the P10 License Grant has expanded, as this bundle is more expensive and comes with additional technology. For the 11th license and beyond, organizations can choose: This pricing reflects no change from current rates. The uncertainty lies in what functionality will be unavailable to users with only a Lightning Enterprise Edition license compared to those on a Nonprofit Cloud license, and even more so for users on Platform licenses. The extent of “Industries” functions these users will lose, and what parts of the yet-to-be-seen Nonprofit Cloud application will be inaccessible, remain unknown. The Technology The newly announced Nonprofit Cloud is not yet ready for immediate use. Migration to this new platform should not be rushed, as it will be a significant undertaking with no immediate benefits. It’s expected that most organizations will delay this transition for several years, possibly more. If your current system is functioning well, there’s no need to fix it. If you are ready to make the jump, Tectonic is here to assist. For organizations starting fresh, the decision is challenging: This is not an easy choice, and one might be torn between the first and third options. To the extent that “it” can be purchased, few have seen what “it” truly is. When released, it will be a “minimum viable product,” with some cynics possibly viewing it as a “paid beta.” While one might hope for a “minimum lovable product,” it’s best not to hold your breath. Initial rollouts will include program management, followed by impact measurement, with fundraising features not expected until fall. It’s likely none of these will have full feature parity with their current equivalents, although they should offer some new, appealing features. Salesforce has also stated there are no plans for a new payment processing platform akin to Elevate. There’s still much uncertainty about what the actual Nonprofit Cloud product will offer. It’s barely available for anyone to test. Although there’s some way for partners to access a learning environment, it’s clear that what’s coming in the next few releases will be minimum viable, so there’s no urgency to adopt it. The only certainty is that Nonprofit Cloud will use Person Accounts, marking a significant data model shift. While this may require some adjustment, it’s not likely to be a major issue for most organizations due to storage increases in recent years. The plan is to ignore Nonprofit Cloud for at least a year, possibly two or three. Eventually, it might mature enough to consider adoption. Timing of Announcements It’s important to note that many did not learn of this on 3/14. Salesforce.org had embargoed meetings with Salesforce MVPs, partners, and possibly larger nonprofit customers starting in late fall 2022. Salesforce.org made some communication missteps that caused significant concern. There were initial fears about whether the Power of Us donation would disappear or if certain offerings would become more expensive. Then there were technical concerns about compatibility and the costs associated with migrating to the new platform, compounded by uncertainty over whether organizations would be forced to migrate. The layoffs at Salesforce, which seemed to disproportionately impact Salesforce.org, added to the anxiety. The absorption of Salesforce.org, the integration of the Power of Us Hub into the broader Trailblazer Community, the shift to Industries core architecture, and the layoffs all raised questions about whether nonprofits are now viewed as “just another industry vertical” by Salesforce. However, it’s clear from the above discussion that those fears and questions have been addressed. This detachment didn’t come immediately, so it’s understandable if others need time to reach this level of perspective. Holding this information under NDA was challenging, as it was more of a discussion opener than a concrete announcement. It’s a relief to finally discuss this openly. What Does this Announcement Signal About Salesforce.org? Salesforce—or even Salesforce.org—has never been an altruistic entity. Marc Benioff, in his books and keynotes, positions himself as a capitalist, believing that “business is the greatest force for good.” Salesforce is a capitalist enterprise, a multi-billion dollar corporation that exists to make money. It’s essential to recognize this reality. The 1-1-1 model and Salesforce’s support for nonprofits are commendable, but it’s crucial to see these actions for what they are—noblesse oblige. Salesforce.org was once a “social enterprise,” but perhaps its evolution has made this term

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