When we set new users up with HomeKeeper, they actually get a suite of tools with lots of different types of functionality. HomeKeeper, the Nonprofit Success Pack, and Salesforce all work together to help support the work you do. Most of the time, you won't even notice where one package ends and another begins.
There are lots of resources available to help you use each of them to their full potential, and some of our favorites are listed here. If you run into a problem and don't know where to start, you can always ask us by submitting a request at homekeeper.zendesk.com, and we'll point you in the right direction.
The Big Picture
This sample contact record has just a bit of basic information. While all that information works together seamlessly to display this contact, it's actually built from three separate packages: HomeKeeper, the Nonprofit Success Pack, and Salesforce itself (the Force.com platform).*
*(Technically Salesforce isn't a package, it's the foundation on which all the other pieces are built. But it does come with its own set of assumptions and functionality, so we're not just starting from a blank slate.)
What is Salesforce?
Salesforce is a client management relationship (CRM) system that includes basic functionality around tracking accounts and contacts, building reports, and a lot more that we won't get into just yet. The highlighted fields are part of Salesforce itself, so you could see them in any Salesforce instance, from the biggest corporation to the smallest nonprofit.
Salesforce has two user interfaces - Classic and Lightning. Overall, the use of Salesforce is similar. HomeKeeper can function in either user interface. Salesforce is focusing new development for the Lightning user interface.
Three things you should know about Salesforce
- Accounts are super important to salespeople, so Salesforce is designed with accounts at its core. Every contact should have an account, and deleting an account will automatically delete all related contacts.
- Even though Salesforce uses words like "account" and "opportunity" that probably aren't part of your normal work vocabulary, nonprofits have adapted how they use Salesforce to make it work for them. (We generally think of accounts as organizations and opportunities as donations or grants.)
- Salesforce is built to be easily customized. You can add your own fields, tabs, reports, dashboards, and more. Before you start adding new fields to your system, get to know what's already there. There are lots of fields already included in HomeKeeper and the Nonprofit Success Pack.
- Salesforce is the foundation beneath any app you install, including HomeKeeper. That means for many things, like creating reports or email templates you can look for how to's across the Salesforce community, especially if you want to really dig in to the possibilities.
Where to Find Salesforce Help
- The Help & Training link at the top right corner of your screen will take you to Salesforce.com's support. To get started you might want to visit the Learning Center, which has lots of feature overviews and interactive training about Salesforce features.
- Salesforce has a free learning tool called Trailhead (check out HomeKeeper recommendations at myhomekeeper.org/trailhead). Learn how to do things in Salesforce like run reports, build charts, administer your own organizations' security, and more! It's fun, and you earn badges for the lessons you complete.
- Every year, Salesforce (the company) holds a huge conference called Dreamforce. It includes lots of trainings and informative sessions, and you can find the sessions online for free at http://www.youtube.com/user/dreamforce.
What is the Nonprofit Success Pack?
The Nonprofit Success Pack is actually a set of packages that work together to adapt Salesforce to support nonprofits. These packages handle things like donation tracking and managing households. They also help nonprofits work in Salesforce's account-centric world by automatically assigning contacts to accounts when one isn't specified.
Three things you should know about the Nonprofit Success Pack
- If you track donations, the Nonprofit Success Pack has a lot of functionality that you'll want to use. Start by reading this introduction to the Non-Profit Success Pack.
- The NPSP comes with something called an Account Model. The "Account Model" dictates how Salesforce organizes Contacts into Accounts. There have been major changes to the Non-Profit Success pack over the last few years.**
- If you want to customize or take the NPSP further, make sure that you understand the implications of any changes and have a staff lead to take on the project, as well as resources for consultant help if needed. We've configured your Salesforce setup so that it matches other HomeKeeper organizations. If you want to make a change to the Nonprofit Settings, make sure you understand the implications first.
About Account Models in the Non-Profit Success Pack
HomeKeeper is built to function with an Account Model. Often, HomeKeeper users are using an Account Model from the NPSP.
- Since 2014, the default Salesforce account model is the Household Account model, where even your loan officers or homeowners would belong to an account for their Household. Households track who lives together and makes donations together. (HomeKeeper also has a household-like concept called "Application Household Members" that tracks who is living together when an application is completed. Unfortunately, these two household concepts don't sync up.) **
- Some HomeKeeper users are on a legacy account model, called the Individual Account Model, where any contact that doesn't belong to the Individual Account. If it's working for you, you should keep it! If you decide you want to take advantage of the new functionality provided by Version 3 of the NPSP on the Household Account model, make a plan and be sure you understand the implications of upgrading first. HomeKeeper is compatible with either account model.
- Read more about the update and HomeKeeper's compatibility with the NPSP Version 3 and our considerations for upgrading.
Where to get NPSP help
The best place to find support for the Non-Profit Success pack is to look in the Power of Us Hub. You can log in using your Salesforce login and going to powerofus.force.com. Many organizations configure the NPSP for program management - HomeKeeper users accomplish this using our prebuilt app.
Some of our favorite ways to get engaged in the Salesforce Nonprofit Community are:
- Join a user group, such as Power of Us Hub's Getting Started with Salesforce!
- If you're in an area with a nonprofit Salesforce user group, you can meet with other users face-to-face to hear about how they've used Salesforce to support their work. See if there's a group near you by visiting http://www.salesforcefoundation.org/usergroups.
- Check out the NPSP YouTube channel
- Trailhead (https://trailhead.salesforce.com/) is full of self-paced learning and has resources for nonprofits. It's free, and it's packed with good advice on topics like reporting, dashboards, customizing your system, and donations. See recommendations at myhomekeeper.org/trailhead
There are lots of nonprofits using Salesforce, so many of the questions you have now may have already been tackled by your peers. To access their expertise, join the Power of us Hub and start searching. You can even post a question of your own!
What is HomeKeeper?
HomeKeeper is an app built on Salesforce, designed to support affordable housing organizations. It tracks information about properties owned or managed by the organization, as well as service files for every applicant and homeowner. Some of this information is aggregated to a national database to help your program and the sector show their impact on making homeownership affordable.
Three things you should know about HomeKeeper
- The Services tab is where you'll spend most of your time. Service Files track the whole history of your program's relationship with a homeowner, from when they first contact your program to when they resell their home to a new owner.
- There are lots of relationships between records in HomeKeeper. Whenever you see an underlined name, like the Applicant name or the Property name shown here, you can click on that link to get to that record. (You can even right-click on the link and select "Open in a new tab" to keep both records open at once.)
- You can always see what information is part of the national roll-up data by clicking the "Review National Roll-Up Data" link on the Service File (not shown).
The technical term for HomeKeeper is a managed packaged built and maintained on the Salesforce platform.
Where to get HomeKeeper help
- Check the HomeKeeper Support Forum at support.myhomekeeper.org. Click on the User Manual tab to get started, or search for a topic you're interested.
- Submit a Request on support.myhomekeeper.org if you need help with a specific issue. Click on Submit A Request to get started. (You can also email firstname.lastname@example.org)
- Join us for monthly office hours and Q&As - check out our Training Calendar.