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Welcome to the Non-Profit Cloud Extension

The Non-Profit Cloud Extension extends MoveData's core integration capabilities to work seamlessly with Salesforce's Non-Profit Cloud and Person Account architecture.

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 support

  • npc__Account__c: Links to the constituent Person Account
  • npc__Donor_Name__c: Captures donor attribution and recognition preferences
  • npc__Gift_Date__c: Records the actual gift transaction date

  • npc__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__c records 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__c relationships 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__c relationships

  • 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

The MoveData Non-Profit Cloud Extension can be installed directly from:

Non-Profit Cloud Data Flows

Donation Processing Workflow

  1. Constituent Identification: Person Accounts created or matched for donors
  2. Gift Transaction Creation: Native gift transactions created with full attribution
  3. Campaign Attribution: Gifts linked to appropriate campaigns and sources
  4. Program Allocation: Gifts allocated to designated programs or funds
  5. Acknowledgment Processing: Integration with Non-Profit Cloud's acknowledgment workflows

Recurring Gift Setup

  1. Recurring Gift Creation: Recurring gift schedules established in Non-Profit Cloud
  2. Payment Method Setup: Payment information secured and linked to recurring gifts
  3. Schedule Processing: Automatic gift transaction generation based on schedule
  4. Payment Processing Integration: Integration with payment processors for automatic collection

Campaign Member Management

  1. Campaign Creation: Fundraising campaigns created with proper hierarchy
  2. Member Registration: Constituents registered as campaign members with appropriate roles
  3. Engagement Tracking: Campaign member responses and engagement tracked
  4. 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