Hi, I have a nonprofit client onboarding with Salesforce via the Power of us route. They have passed eligibility and now have to set up their Org Type. 3 options are presented: 10 free CRM licenses, 10 free nonprofit cloud licenses, 10 free nonprofit success pack licenses. See screenshot.
They don't want to use Salesforce for their fundraising, so are unlikely to use NPSP, rather they have a bunch of custom requirements. I'm wondering if selecting "10 free CRM licenses" will therefore simply spin up an empty SF instance with all the standard objects but no customisations? Then they can build on this without all the NPSP clutter in the back end?
Hi! I am helping a small nonprofit with their transformation project right now.
I'm a certified Admin but this is my first soup-to-nuts experience with configuring a Salesforce org from scratch. Luckily the client kept great records and is very engaged in the project.
About the Power of Us grant, I would say to definitely take advantage of it.
We went with Nonprofit Cloud, but I believe you can opt for Sales Cloud. However I heard that you can't change your mind without cancelling your license and reapplying.
Nonprofit Cloud is pretty much Sales Cloud with a lot of custom objects added to handle the Household model (NPSP). The org I'm helping doesn't need to track households, but we went down the Household model rabbit hole (in the sandbox) for a long time before finally creating a new sandbox with the Individual model. The Individual model is a much better fit for an org that doesn't need to know who lives under the same roof. I'm ashamed to admit I fell for the trap of confusing tax status with business model! Also, everything I read online says NOT to use the Individual model. I'm not sure why, because things started zipping along once we switched.
The other thing I would share, unrelated to this but was a huge game changer for building the model, was to download Elements Cloud, learn UPN, and also Total Story Visualization. Shout out to Xavery. Not sure if we're allowed to promote people here, but I highly recommend his blog.
Hope that helps a bit.
