“Launching Salesforce” Nonprofit Award

Terms and Conditions

Three nonprofits will be awarded a free “Launching Salesforce” package from Connect Solutions. This is an entry level development package, that provides customisations with initial set up, as well as data cleaning and importing. The instance will be a Saleforce for Nonprofits with the apps NPSP (for donor management) and PMM (for programme management and M&E).

Salesforce provides 10 free licences to each registered nonprofit. Connect Solutions is providing only development costs to customise the Salesforce instance (as outlined below). Should any additional development or licences be required, the awarded nonprofit will be responsible for the costs. Alternatively, Connect Solutions can recommend data-capturing solutions that can reduce your need for licences.

Additionally, please note: that only nonprofits willing to commit to a monthly maintenance plan (costing R845 per month for 1 hour support) will be considered. We want to ensure the three awards go to only nonprofits who are invested in using and maintaining their Salesforce.

Timeline:

• Applications close at midnight on August 28, 2024
• Winners will be announced by email by September 3 at the latest
• Your Certified Connect Solutions Salesforce Administrator will schedule your first consultation by September 6
• You will be required to submit additional documents (such as existing contact lists) within three working days, following your first consultation
• If all requested documents are provided within the requested timeframe, all development work on Salesforce instance should be complete by end of September or early October.
• Your monthly maintenance plan will then be activated and you will be invoiced R845 per month for 1 hour of support for. a minimum of 12 months

Launching Salesforce includes the following customisation and services:

• Assistance with applying for Salesforce licenses from Salesforce foundation
• Project management (including meetings and follow-ups)
• Create Staff user profiles and access restrictions to data in Salesforce
• Go live support (up to 12 hours)
• 2 hours of user training and documentation on:
  • create new contacts and accounts
  • manage program engagements for clients
  • create Bulk Service Deliveries
  • create email templates
  • create email templates and send mass mail from Salesforce
• NPSP:
  • Quick assessment of fundraising needs
  • Installation of NPSP app
  • Create page layouts for all Contact and Account record types (if needed create two custom record types for Contacts – clients/beneficiaries and supporters/donors);
  • Create up to 5 custom contact fields and 5 custom account fields
  • Configure Duplicate Management rules
  • Clean and upload contact (supporter) records. A maximum of 5000 contacts and 1000 account records from one single source are allowed.
  • Configure NPSP Opportunity functionality (cleaning up layouts: eg removing unnecessary fields or object types, potentially shortcut buttons, etc + add custom field for nature of opportunity for S18a)
    – Donations
    – Gift in Kind
    – Formal fundraising/  grants
  • Install S-docs and setup template to create S18A certificates (including custom fields on contact for ID/Passport Number, Identification document type, confirmation if S18A is needed, Country of Issue, SARS income tax nr, Registration Nr)
  • Configure SPF and DKIM policies
• PMM:
  • Quick analysis of Theory of Change and 1 hour consult if needed
  • Installation of PMM app
  • Create Programs  and Services records and add up to 3 custom fields on Program Engagement (e.g. Service Provider organisation; grade when learner received service)
  • Editing Prog Eng naming convention
  • Upload current list of clients currently as contacts and bulk create Program Engagements (max 5000 contacts from one single source)
  • Customise 4 PMM reports and create a dashboard to show number of services delivered and program engagements (active clients enrolled in a program)

NB Please note: while the development is free, we ask the three awardess to commit to a monthly maintenance plan, that will cost R845 per month.

Eligibility: 

• you must be a registered South African nonprofit (with a NPO number)
• your 2024 budget must be under R6 million
• your organisation must not yet be using Salesforce
• you must have approval from your executive team to shift your organisation to Salesforce
• you must be willing to commit to a monthly maintenance plan with Connect Solutions for a minimum of 12 months, costing R845 per month for one hour of system administrative support starting the first month after launching your Salesforce instance
• you must have submitted by the deadline (midnight on 28 August 2024). Not late submissions will be considered.