A nonprofit wants to manage incoming donations, and provide a portal for its constituents and staff members. The nonprofit also wants to create a new web experience for constituents. Which solution should a consultant recommend?
When a nonprofit requires a "portal" or a "web experience" for external users (constituents) to interact directly with Salesforce data, Experience Cloud (formerly Community Cloud) is the required solution.
How this solution meets the requirements:
Incoming Donations (NPSP): NPSP provides the foundational data model for managing individual donors, household accounts, and the donation (Opportunity) pipeline.
Constituent Portal (Experience Cloud): By implementing an Experience Cloud site (such as the Customer Service or Build Your Own template), the nonprofit can allow donors to:
Log in to view their giving history.
Download tax receipts.
Update their contact information or communication preferences.
Staff Management: While staff members typically use the internal Salesforce Lightning interface, Experience Cloud can also be configured for staff who need a simplified web interface for specific tasks.
New Web Experience: Experience Cloud is a highly customizable CMS (Content Management System). It allows the nonprofit to build a branded, mobile-responsive web experience that looks and feels like their main website while being natively connected to their Salesforce data.
Why other options are incorrect:
Program Management Module (Option A): This tracks service delivery, not web portals.
Accounting Subledger (Option B): This is a back-office tool for finance reconciliation.
Account Engagement (Option C): This is a marketing automation tool (Pardot) for sending emails and tracking engagement, but it does not provide a logged-in "portal" experience for constituents.
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