Salesforce's Nonprofit Success Pack (NPSP) has been a reliable tool for nonprofits to manage donors, volunteers, and programs. With the introduction of Nonprofit Cloud (NPC), Salesforce is focusing on a platform designed to better meet the needs of modern nonprofits. As Salesforce directs its resources toward enhancing NPC, many organizations are considering whether transitioning is the right move for them.

Understanding the Shift:

Nonprofit Cloud differs from NPSP in several important ways. It integrates with other Salesforce industry clouds and offers updated tools for managing nonprofit operations. These changes aim to provide a more unified and scalable platform for nonprofits seeking long-term solutions.

Key Differences Between NPSP and Nonprofit Cloud:

NPC uses the Person Accounts model, which simplifies data management and aligns with other Salesforce industry clouds. In NPC, enabling Person Accounts is essential to access the full functionality of Nonprofit Cloud features.

Functionality:

NPC includes built-in solutions for nonprofit use cases, such as batch gift entry and HIPAA-compliant features, reducing the need for additional customizations. Additionally, features like Agentforce, which supports case management and client interactions, are exclusive to NPC.
Future Enhancements: Salesforce has indicated that updates and new features will primarily focus on NPC, while support for NPSP will become more limited.
Considerations for Migration

Data Transformation:

Moving to NPC involves adopting the Person Accounts model. This may require rethinking how your data is structured, but it also presents an opportunity to improve consistency and streamline reporting. In NPSP, household records group related individuals, whereas in NPC, Person Accounts represent individual constituents, and households can be managed using Business Accounts or Party Relationship Groups. This shift may necessitate adjustments in how household data is organized and utilized.

Training and Change Management:

Transitioning to NPC means introducing your team to new tools and workflows. Providing thorough training and support will help ensure a smooth adjustment.

Cost Implications:

While there may be initial costs associated with the migration, the improved features and efficiencies of NPC could offer significant value over time. Evaluating these costs against your organization’s goals will help determine the best path forward.

Next Steps

If you're considering making the shift to Nonprofit Cloud, it's important to assess your organization's specific needs and readiness for this transition. Engaging with experts can provide valuable insights and guidance tailored to your situation.

Contact Us

At Velza LLC, we're here to help you explore the possibilities of Nonprofit Cloud. Reach out to discuss how we can assist with your transition and ensure it aligns with your organization's goals.

Contact us today to start the conversation.