Safe Paws Donor Management
Salesforce NPSP | Accounts & Contacts (Household Model) | Opportunities (Donations) | Levels | Record-Triggered Flows | Tasks | Reports & Dashboards
Business Problem
Safe Paws is a nonprofit animal rescue organization focused on supporting and rehoming pets. They needed a centralized way to track donors, manage donations, and associate contributions with fundraising campaigns. Their existing approach lacked visibility into total giving and did not support consistent follow-up with donors, limiting engagement and fundraising effectiveness.
Solution
Developed an NPSP-based donor management system to centralize donor data, track donations, and link contributions to campaigns. Implemented record-triggered flows for donor segmentation and automated follow-up task creation upon donation closure. Built reports and dashboards to provide visibility into fundraising performance.
Project Details
Donor Profile & Activity Tracking
Centralized donor profile showing giving level and automated follow-up task creation.
Donation & Campaignt Tracking
Donations tracked and linked to campaigns for visibility into fundraising performance.
Automation (Record-Triggered Flow)
Record-Triggered Flow automates follow-up task creation based on donation data.
Reporting & Insights
Reports and dashboard provide visibility into donor activity and campaign performance.
