Salesforce NPSP Implementation For Non-Profit Organization

Objective

Our client is a Not-for-Profit Organization dedicated to raising gender and racial parity in the corporate C-Suite and on the Board of Directors. They do this by asking corporations to take a pledge to simply interview at least one qualified woman for all open roles, VP and above.

Requirement

The core requirement was to integrate Salesforce with WordPress to sync data between salesforce to external systems (payment services like PayPal & Stripe)
Hierarchy of accounts for a variety of departments (HR, CEO, Donor, CPO) and maintain different types of donation & sponsorship with their subtype(parity and parity index) of them and level of them
Send email to donors for their donations as appreciation
Send email reminders to donors
Tracking the donations received from donors

Challenges

While carrying out Integration for our client we faced challenges mainly because our client’s website was a non-Salesforce website.

Some challenges we faced were:

Solution & Approach

Our team of certified Salesforce specialists having in-depth expertise in various Salesforce modules studied the objective of the requirement and came up with solutions to overcome the challenges: