Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits : A Guide to Data-Driven Frameworks / Dustin MacDonald.
MacDonald, Dustin.
2023
QA76.585
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Title
Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits : A Guide to Data-Driven Frameworks / Dustin MacDonald.
Author
MacDonald, Dustin.
ISBN
9781484297087 (electronic bk.)
1484297083 (electronic bk.)
1484297075
9781484297070
DOI
https://doi.org/10.1007/978-1-4842-9708-7
Publication Details
Berkeley, CA : Apress L. P., 2023.
Language
English
Description
1 online resource (238 p.)
Item Number
10.1007/978-1-4842-9708-7 doi
Call Number
QA76.585
Dewey Decimal Classification
658.048
Summary
Conduct impact measurement and outcomes evaluation, with a specific focus on nonprofits, using Salesforce Nonprofit Cloud (aka Salesforce for Nonprofits). As funding grows more challenging for nonprofits, having a robust technology system in place allows nonprofits to better seek out funding and receive more when they do. Readers of this book will be better positioned to ensure the long-term success of their organization and make maximum use of their technology. The book begins with an introduction to Salesforce and to Nonprofit Cloud for users who may be new to the platform. Next, you will learn the fundamentals of impact measurement and outcomes evaluation. You will understand why these are important and discover several frameworks that can be used to select outcomes that make sense for your organization to prove that its work is successful. These frameworks include Social Return on Investment (SROI), Cost-Benefit Analysis (CBA), and Pre and Post Comparison (and others). You will use your chosen framework to develop a logic model or theory of change which demonstrates how the work that nonprofits do translates into the outputs and outcomes that clients experience and that nonprofits seek funding to deliver. After covering the theory, author Dustin MacDonald teaches you how to translate the framework you chose into Salesforce. You will learn how to create reports, dashboards, formula fields, roll up summaries, and other basic Salesforce tools in order to collect the information you need to validate your framework. This book also demonstrates how to report on the outcomes you have achieved, tweak results to improve performance, and see the entire end-to-end experience in practice through a set of case studies. The book concludes with a discussion of advanced tools and techniques available inside Salesforce, such as Einstein Prediction Builder, as well as information on how you can immediately apply what you have learned to your own organization. You will: Understand how to use Nonprofit Cloud to collect and analyze data Know how to create a theory of change that shows your impact Become adept at working with impact measurement frameworks Build everything you need in Salesforce without writing a single line of code Turn your insights into new funding to keep your organization strong.
Note
Description based upon print version of record.
Formulas in Reports
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Available in Other Form
Impact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits
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Intro
Table of Contents
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Chapter 1: Introduction to Salesforce for Nonprofits
Introduction to Nonprofit Cloud
Nonprofit Cloud Case Management
Program Management Module
Nonprofit Success Pack (NPSP)
Soft Credits
Manage Households
Engagement Plans
Gift Levels
Gift Entry Templates
Recurring Donations
Rollup Summaries
Reporting and Analytics
Outbound Funds Module
Accounting Subledger
Other Salesforce Tools
Getting Started with Salesforce

Understanding the Power of Us (P10) Program
Signing Your Contract
Getting Access to Your Organization
Installing Other Salesforce Tools
Conclusion
Chapter 2: Introduction to Impact Measurement and Outcome Evaluation
Common Definitions
Impact Measurement
Outcome Evaluation
Key Performance Indicators (KPIs)
SMART Goals
Steps to KPI Process
Identify Outcomes
Define Success
Select Measures for Each Element of Success
Set a Target
Begin Measuring
Assess Results
Objectives and Key Results (OKRs)
Return on Investment

Social Return on Investment
Establishing the Scope and Identifying Stakeholders
Mapping Outputs
Demonstrating Outcomes and Giving Them a Value
Establishing Impact
Calculating the SROI
Reporting, Using, and Embedding the SROI
Cost-Benefit Analysis (CBA)
Pre-Post Comparison
Conclusion
Chapter 3: Creating Logic Models and Theories of Change
History
Steps to Creating a Theory of Change
Issue Analysis
Stakeholder Analysis
Final Outcome
Intermediate Outcomes/Outputs
Inputs and Activities
Change Methods
Sequencing and Diagramming
Sequencing

Diagramming
External Factors
PESTEL Environmental Review
Assumptions and Risks
Assumptions
Risks
Conclusion
Chapter 4: Developing an Impact Management Strategy
Strategic Planning
Selecting Indicators and Metrics
Collecting and Managing Data
Establishing Baselines and Targets
Ensuring Data Quality and Reliability
Conclusion
Chapter 5: Creating the Framework in Salesforce
Creating (or Documenting) Your Data Model
Example Data Model
Data Model and Your Theory of Change
Creating reports
Report Types
Custom Report Types
Report Formats

Fields
Filters
Cross Filters
Tabular Reports
Summary Report (Grouped by Rows)
Matrix Report (Rows and Columns)
Joined Reports
Subscribe to Reports
Recipients and Running User
Conditions
Export Reports
Einstein Discovery for Reports
Creating Dashboards
Dashboard Filters
Using Formulas and Validation Rules
Formula Fields
Basic Examples
Length of Service
Scoring Assessments
Intermediate Examples
Pulling Data from Related Objects
Overdue for Appointment Visual Reminder
Client Age at Intake
Advanced Examples
Nested Fields

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