001481260 000__ 07365cam\\22005777a\4500 001481260 001__ 1481260 001481260 003__ OCoLC 001481260 005__ 20231031003329.0 001481260 006__ m\\\\\o\\d\\\\\\\\ 001481260 007__ cr\cn\nnnunnun 001481260 008__ 230930s2023\\\\cau\\\\\o\\\\\000\0\eng\d 001481260 019__ $$a1400973283$$a1401632372$$a1402836037 001481260 020__ $$a9781484297087$$q(electronic bk.) 001481260 020__ $$a1484297083$$q(electronic bk.) 001481260 020__ $$z1484297075 001481260 020__ $$z9781484297070 001481260 0247_ $$a10.1007/978-1-4842-9708-7$$2doi 001481260 035__ $$aSP(OCoLC)1401055236 001481260 040__ $$aEBLCP$$beng$$cEBLCP$$dYDX$$dI3U$$dN$T$$dSFB$$dGW5XE 001481260 049__ $$aISEA 001481260 050_4 $$aQA76.585 001481260 08204 $$a658.048$$223/eng/20231017 001481260 1001_ $$aMacDonald, Dustin. 001481260 24510 $$aImpact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits :$$bA Guide to Data-Driven Frameworks /$$cDustin MacDonald. 001481260 260__ $$aBerkeley, CA :$$bApress L. P.,$$c2023. 001481260 300__ $$a1 online resource (238 p.) 001481260 336__ $$atext$$btxt$$2rdacontent 001481260 337__ $$acomputer$$bc$$2rdamedia 001481260 338__ $$aonline resource$$bcr$$2rdacarrier 001481260 500__ $$aDescription based upon print version of record. 001481260 500__ $$aFormulas in Reports 001481260 5050_ $$aIntro -- 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 001481260 5058_ $$aUnderstanding the Power of Us (P10) Program -- Signing Your Contract -- Getting Access to Your Organization -- Installing Other Salesforce Tools -- Conclusion -- Chapter 2: Introduction to Impact Measurement and Outcome Evaluation -- Common Definitions -- Impact Measurement -- Outcome Evaluation -- Key Performance Indicators (KPIs) -- SMART Goals -- Steps to KPI Process -- Identify Outcomes -- Define Success -- Select Measures for Each Element of Success -- Set a Target -- Begin Measuring -- Assess Results -- Objectives and Key Results (OKRs) -- Return on Investment 001481260 5058_ $$aSocial 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 001481260 5058_ $$aDiagramming -- External Factors -- PESTEL Environmental Review -- Assumptions and Risks -- Assumptions -- Risks -- Conclusion -- Chapter 4: Developing an Impact Management Strategy -- Strategic Planning -- Selecting Indicators and Metrics -- Collecting and Managing Data -- Establishing Baselines and Targets -- Ensuring Data Quality and Reliability -- Conclusion -- Chapter 5: Creating the Framework in Salesforce -- Creating (or Documenting) Your Data Model -- Example Data Model -- Data Model and Your Theory of Change -- Creating reports -- Report Types -- Custom Report Types -- Report Formats 001481260 5058_ $$aFields -- 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 001481260 506__ $$aAccess limited to authorized users. 001481260 520__ $$aConduct 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. 001481260 650_0 $$aNonprofit organizations$$xManagement.$$0(DLC)sh 94005397 001481260 650_0 $$aNonprofit organizations$$xData processing.$$0(DLC)sh 94005397 001481260 650_0 $$aSalesforce (Online service)$$0(DLC)sh2007004093 001481260 655_0 $$aElectronic books. 001481260 77608 $$iPrint version:$$aMacDonald, Dustin$$tImpact Measurement and Outcomes Evaluation Using Salesforce for Nonprofits$$dBerkeley, CA : Apress L. P.,c2023$$z9781484297070 001481260 852__ $$bebk 001481260 85640 $$3Springer Nature$$uhttps://univsouthin.idm.oclc.org/login?url=https://link.springer.com/10.1007/978-1-4842-9708-7$$zOnline Access$$91397441.1 001481260 909CO $$ooai:library.usi.edu:1481260$$pGLOBAL_SET 001481260 980__ $$aBIB 001481260 980__ $$aEBOOK 001481260 982__ $$aEbook 001481260 983__ $$aOnline 001481260 994__ $$a92$$bISE