Nonprofit Cloud Extension
Understanding MoveData' Non-Profit Cloud Extensions#
What is Salesforce Non-Profit Cloud?#
Salesforce Non-Profit Cloud is Salesforce's purpose-built non-profit solution that uses Person Account architecture to simplify constituent management. Unlike traditional Salesforce models that separate Contacts and Accounts, Non-Profit Cloud combines individual information into unified Person Account records, streamlining data management for organizations that primarily work with individuals rather than organizations.
Non-Profit Cloud includes:
- Person Account Model: Unified records combining contact and account information for individual constituents
- Gift Transaction Management: Native donation tracking with comprehensive gift processing capabilities
- Campaign Management: Integrated campaign tracking for appeals, events, and peer-to-peer fundraising
- Recurring Gift Processing: Automated recurring donation management with flexible scheduling
- Program Management: Tools for tracking program participation and outcomes
- Engagement Plans: Automated constituent engagement and stewardship workflows
Extension Architecture#
The Non-Profit Cloud Extension leverages Non-Profit Cloud's native data model and automation to ensure fundraising data integrates seamlessly with your existing constituent management and program delivery workflows.
Non-Profit Cloud-Specific Data Handling#
Person Account Management#
Unified Constituent Records
- Creates Person Account records that combine individual donor and contact information
- Maintains comprehensive constituent profiles with integrated giving history
- Supports household relationship tracking through native Non-Profit Cloud features
- Uses Non-Profit Cloud duplicate rules for constituent matching and merging
Organizational Account Processing
- Creates Business Account records for corporate donations and partnerships
- Establishes proper contact-to-account affiliations for organizational relationships
- Supports complex organizational structures and multi-contact relationships
Gift Transaction Processing#
Non-Profit Cloud Gift Fields The extension populates Non-Profit Cloud-specific gift transaction fields including:
npc__Amount__c: Primary gift amount with currency supportnpc__Account__c: Links to the constituent Person Accountnpc__Donor_Name__c: Captures donor attribution and recognition preferencesnpc__Gift_Date__c: Records the actual gift transaction datenpc__Designation__c: Links gifts to specific programs or funds
Gift Processing Workflow
- Leverages Non-Profit Cloud's native gift processing automation
- Creates appropriate gift transaction records with full audit trails
- Handles complex gift scenarios including tributes, memorials, and matching gifts
- Supports gift modifications, refunds, and adjustments through standard workflows
Campaign Integration#
Non-Profit Cloud Campaign Model
- Creates campaigns using Non-Profit Cloud's enhanced campaign structure
- Supports hierarchical campaign relationships for complex fundraising initiatives
- Links campaign members through native Non-Profit Cloud automation
- Maintains campaign attribution and source tracking
Multi-Channel Campaign Support
- Processes peer-to-peer fundraising campaigns with proper hierarchy
- Handles event campaigns with registration and attendance tracking
- Supports appeal campaigns with response and engagement metrics
Recurring Gift Management#
Native Recurring Gift Objects
- Creates
npc__Recurring_Gift__crecords for subscription-based giving - Generates scheduled gift transactions using Non-Profit Cloud's scheduling framework
- Updates gift statuses and processes installments automatically
- Supports flexible recurring gift frequencies and amounts
Recurring Gift Lifecycle
- Handles recurring gift creation, modification, and cancellation
- Processes payment method updates and failed payment recovery
- Manages recurring gift pausing and reactivation scenarios
Program and Fund Designation#
Program Integration
- Maps fundraising platform designations to Non-Profit Cloud programs
- Creates
npc__Program__crelationships for gift allocation tracking - Supports multi-program allocations with percentage distributions
- Tracks program-specific metrics and reporting
Fund Management
- Links gifts to specific funds using
npc__Fund__crelationships - Handles restricted and unrestricted gift processing
- Supports endowment and capital campaign fund tracking
Extension Configuration#
Prerequisites#
Before installing the Non-Profit Cloud extension, ensure:
- MoveData is installed and configured
- Salesforce Non-Profit Cloud is properly set up in your org
- Person Account model is enabled and configured
- Required Non-Profit Cloud objects have appropriate permissions
- Duplicate rules are configured for Person Accounts and Business Accounts
Non-Profit Cloud Compatibility#
The Non-Profit Cloud Extension is specifically designed for:
- Non-Profit Cloud Base: Core non-profit functionality with Person Accounts
- Non-Profit Cloud Case Management: Enhanced case and program management
- Non-Profit Cloud Fundraising: Advanced fundraising and donor management features
Direct Installation Links#
The MoveData Non-Profit Cloud Extension can be installed directly from:
- Production & Developer Editions: https://api.movedata.io/installer/nonprofit-cloud-extension
- Sandbox & Scratch Orgs: https://api.movedata.io/installer/nonprofit-cloud-extension?sandbox=1
Non-Profit Cloud Data Flows#
Donation Processing Workflow#
- Constituent Identification: Person Accounts created or matched for donors
- Gift Transaction Creation: Native gift transactions created with full attribution
- Campaign Attribution: Gifts linked to appropriate campaigns and sources
- Program Allocation: Gifts allocated to designated programs or funds
- Acknowledgment Processing: Integration with Non-Profit Cloud's acknowledgment workflows
Recurring Gift Setup#
- Recurring Gift Creation: Recurring gift schedules established in Non-Profit Cloud
- Payment Method Setup: Payment information secured and linked to recurring gifts
- Schedule Processing: Automatic gift transaction generation based on schedule
- Payment Processing Integration: Integration with payment processors for automatic collection
Campaign Member Management#
- Campaign Creation: Fundraising campaigns created with proper hierarchy
- Member Registration: Constituents registered as campaign members with appropriate roles
- Engagement Tracking: Campaign member responses and engagement tracked
- Performance Analytics: Campaign effectiveness measured through native reporting
Advanced Features#
Data Integration Capabilities#
Anonymous Gift Handling
- Processes anonymous donations with configurable Anonymous Person Account
- Maintains donor privacy while preserving gift attribution and reporting
- Supports anonymous recurring gifts and pledge processing
Complex Gift Scenarios
- Handles tribute and memorial gifts with honoree tracking
- Processes matching gifts with employer attribution
- Supports in-kind gifts and gift-in-kind valuations
- Manages pledge payments and pledge fulfillment tracking
Duplicate Management#
Intelligent Matching
- Uses Non-Profit Cloud's native duplicate rules for Person Account matching
- Prevents duplicate constituent creation while maintaining data quality
- Handles complex matching scenarios including name variations and contact methods
- Supports manual review and merge processes for edge cases
Multi-Currency and International Support#
Global Operations
- Processes gifts in multiple currencies with automatic conversion
- Maintains original currency amounts alongside converted values
- Supports international address formats and validation
- Handles regional tax and compliance requirements
Integration Flexibility#
Customization Support
- Supports custom fields on Gift Transactions and Person Accounts
- Integrates with custom Non-Profit Cloud objects and processes
- Allows for organization-specific business rules and workflows
- Provides hooks for custom post-processing and integrations
Audit and Compliance
- Maintains comprehensive audit trails for all gift processing
- Supports compliance reporting and regulatory requirements
- Integrates with Non-Profit Cloud's built-in security and privacy controls
- Provides data retention and archival support