Nonprofit Cloud33 tasks
Configure Nonprofit Cloud Core Setup
A Nonprofit Cloud org with grantmaking, fundraising, program management and donor processes set up and loaded with data, usually so a team can demo or prototype on it.
Method
How MeshMesh does it
- Explores the org before building to find which data model it uses, for example the classic Grantmaking objects rather than the newer application model.
- Settles key design decisions with the user before writing a plan.
- Sets up localisation, sample data, programs, fundraising, cases, a Lightning App, and reports and dashboards.
- Creates fundraising records such as gift commitments and gift transactions, plus actionable lists, action plans and an approval process.
- Deploys custom objects and Lightning Web Components, then grants field-level security through a permission set so the fields show.
- Extends the demo into analytics: Data 360 setup, a Tableau Next workspace and a confirmed semantic model.
- Writes HTML guides that walk an audience through the demo.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Nonprofit Cloud33 tasks
- 2MuleSoft for Flow: IntegrationMuleSoft4 tasks
- 3Nonprofit Success PackNonprofit Cloud2 tasks