Announcements
User Manual
Webinars / Trainings
Community

How to Get a Salesforce Instance (Prior to Getting HomeKeeper)

One of the first steps to getting HomeKeeper is to get a Salesforce instance for your program or organization. Our HomeKeeper application runs on the Salesforce.com platform. All users (and potential users) will need to have set up their Salesforce before the HomeKeeper app can be installed.

Note: Salesforce.org often updates their own setup process. Please do not hesitate to ask HomeKeeper for suggestions, or to let us know if things have changed from these instructions.

There are two main steps for getting Salesforce setup for HomeKeeper.

1. Apply for a Salesforce Trial

Your organization will need to apply for a 30-day trial of Salesforce at this page: https://www.salesforce.org/nonprofit/get-started/.

Scroll down that page until you are provided with two Salesforce choices (example below).  You will want to select the option Lightning Enterprise Edition + NPSP. You can ignore mention of fees per user per month if you have less than 10 users that will be using Salesforce.

Lightning Enterprise Edition + NPSP is the option which gives you 10 free user licenses for nonprofits (you'll apply for licenses in the next step).

It is important that you apply for Salesforce with NPSP, since the HomeKeeper app is designed to work with the Household Account model in NPSP. NPSP is also a free nonprofit application built in Salesforce that allows nonprofits to track donations, grants, volunteers, etc.

Learn more about the NPSP (Nonprofit Success Pack) in Salesforce

After selecting Lightning Enterprise Edition + NPSP, you will then fill out information for your organization. After submitting this information, you will receive an email from Salesforce to setup your username and password for your trial of Salesforce.

Recommended: Setup a username and password for your Salesforce right away, and save your login information for the future.

If you are getting close to the end of your 30-day trial and/or need something escalated, email powerofus@salesforce.com, who oversees the application process.

 To help the Power of Us Application team track your application, please include the following information when you email powerofus@salesforce.com:

  • 1) Email - that you submitted the application with
  • 2) Username - that you submitted the application with
  • 3) Org ID - you can find this here (different than a Tax ID)

2. Application for "Power of Us" and Permanent Licenses:

Now that you have applied for your Salesforce Trial, you'll complete the Salesforce.org Donation application process, obtain your 10 free Salesforce licenses and make your Salesforce account permanent.  HomeKeeper cannot proceed with installation until you have completed these steps.

Login to your Salesforce Trial Account at login.salesforce.com (see example of page below). You will have setup your user name and password for your Salesforce Trial Account in the previous step.

Forgot your user name or password? Watch these instructions to recover them: http://salesforce.vidyard.com/watch/MxeeKTO3x5oMx4jNVWWX4w

In a separate tab, go to the "Power of Us" Salesforce Foundation website: http://powerofus.salesforcefoundation.org/powerofusapply
(Example of page below)

From the "Power of Us" website, login using your Salesforce username and password (the same as you used at login.salesforce.com) This will connect your Salesforce Trial instance to your "Power of Us" application.

Complete the listed sections in the application, which inquires about your readiness for Salesforce, primary contact, organization details and 501c3 documentation (Letter from IRS).

Submit the application.

After submitting your application, you will receive an email from Salesforce confirming successful submission of this form (see example below).

Wait for an email confirming your application has been approved (see example below). This can take 7-21 business days.

Forward the confirmation e-mail to Valerie Rogers at vrogers@groundedsolutions.org. It's important that this step is complete before applying for HomeKeeper to begin the onboarding and installation process.

You might receive an email from Salesforce during this process offering additional implementation services (with costs associated with the implementation).
You do not need additional Salesforce implementation services in order to get the HomeKeeper app. HomeKeeper training includes basic new Salesforce user training and resource recommendations. Reinforce Salesforce basics with these free resources.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk