Nonprofit Starter Pack
This is the Nonprofit Starter Pack Resource Center
The Nonprofit Starter Pack is made available as a set of Managed Packages (definition of Managed Package) that can be installed by anyone. When a nonprofit signs up for a Salesforce.com CRM donation from the Salesforce.com Foundation, they can choose to have the Nonprofit Starter Pack pre-installed in their donated Salesforce.com instance.
If you are a nonprofit and you're interested in using salesforce.com with or without the Nonprofit Starter Pack, please visit the Salesforce.com Foundation Donation page.
The Nonprofit Starter Pack was created to help nonprofits use Salesforce.com to further their missions. The Salesforce.com platform is very flexible, which makes it very powerful for helping an organization manage it's constituents. However, because it is so flexible un-modified Salesforce.com can look a little too much like a blank slate for some new users. The Nonprofit Starter Pack aims to fill in that blank slate with a configuration that addresses key business processes.
While all nonprofits are different, the Nonprofit Starter Pack was built to support some business processes that are common across a large percentage of nonprofits.
The Nonprofit Starter Pack won't be a fit for every nonprofit. Each nonprofit should evaluate the Nonprofit Starter Pack and determine it if is a good fit.
The Nonprofit Starter Pack attempts to support a number of business process that Nonprofits need to handle in their CRM. It is broken into individual packages to address each of the key processes (Current Version):
Supports the tracking of individuals as well as organizations (2.1.4)
Makes it easy to group people living in the same household (2.4.6)
Allows for tracking donations pledged over time (2.0.12)
Allows for the tracking of key relationships between individuals (2.0)
Tracks relationships between individuals and organizations (1.55)
The Template converter is provided as a utility that may help in migration to the Nonprofit Starter Pack from an existing salesforce.com instance:
- Nonprofit Starter Pack Template Converter
- Helps in migrating to the One-to-One Contact to Account model
Short screencasts showing Nonprofit Starter Pack functionality are on this YouTube playlist. You can subscribe to the playlist to stay apprised of new screencasts.
Strengths and Weaknesses
All software has inherent trade-offs and the Nonprofit Starter Pack is no different.
- Works out of the box for nonprofits with straightforward needs
- Addresses a number of key needs of the nonprofit business process
- Allows for easy selection of one to one contact to account model or bucket account model
- Remotely updateable when code changes and bugs are fixed
- Easily uninstalled if necessary
- About 90% configurable (i.e. you can't change the naming convention for Households)
- Managed packages are opaque to Users and Developers--you can't see the code
- Managed packages can't be modified, even if minor tweaks are needed
Dealing with Individuals
Most nonprofits need to deal with individuals--as donors, grant officers, members, volunteers, clients, etc. Salesforce.com has built in support for individuals, but most nonprofits need to augment that to get the kind of information they need, particularly around reporting and analytics.
The Nonprofit Starter Pack has an option to pick one of two data models for dealing with individuals:
- One-to-One Accounts
- Bucket Account
Each organization can decide which model is the best fit.
General Installation Issues
The General Installation Issues page provides some general technical tips when installing the Nonprofit Starter Pack packages to an existing salesforce.com instance. Also see: Full step-by-step installation instructions.
Modifying your Salesforce.com database should always be done with the utmost care. Here are some tips should you choose to upgrade.
Upgrading appexchange packages is done by visiting the install link and supplying your username and password. To find the install links, visit each package page listed above.
Release notes are available for each package:
You can uninstall the packages in the Nonprofit Starter Pack.
Migrating from the Nonprofit Edition
Prior to 12/1/2008, nonprofits had an option to use the Nonprofit Edition or Nonprofit Template. This has been superseded by the Nonprofit Starter Pack. If you want to migrate from the Nonprofit Edition to the Nonprofit Starter Pack, you can follow these instructions.
Feature Requests and Wishlists
All our issues are tracked on the Nonprofit Starter Pack project site.
If you have a problem, please take a look at our open issues. Here are the open and fixed issues by package:
- Contacts and Organizations (fixed)
- Households Package (fixed)
- Affiliations (fixed)
- Recurring Donations (fixed)
- Relationships (fixed)
- Template Converter (fixed)
Staying in touch
Where to Discuss the Nonprofit Starter Pack
- Discussions about the use of the Nonprofit Starter Pack can now be had at the Nonprofit Starter Pack User list.
- The best broad-reaching discussion about nonprofit use of Salesforce.com lives in the Nonprofit Salesforce group.