Key Differences between Salesforce NPC and NPSP: OmniStudio
March 8, 2024
This article was written by Matthio Lim, Salesforce Consultant
In the realm of Salesforce solutions tailored for nonprofits, the release of Salesforce Nonprofit Cloud (NPC) has introduced a plethora of new solutions and processes designed to revolutionize how nonprofits use Salesforce. In this blog post, we’ll dive deeper into one of the most powerful solutions provided with NPC, OmniStudio.
What is OmniStudio?
Omnistudio offers a suite of tools that come with NPC, aimed to empower organizations to create and manage personalized user interfaces, forms, and documents through Flex Cards and OmniScripts. Its intuitive design and flexibility make it an essential tool for nonprofits looking to streamline their processes and engage with their constituents more effectively.
Flex Cards: Dynamic Insights at Your Fingertips
With Flex Cards users can create interactive and visually appealing interfaces, where they can view, edit or create constituent data. These customizable cards highlight specific information, enabling nonprofits to actively engage with their constituents, make informed decisions, and build meaningful relationships.
OmniScripts: Empower User-Friendly Data Collection
OmniScripts simplify data collection by allowing nonprofits to create custom forms tailored to their specific needs. With the support of extract, transform, and load DataRaptors, these forms can efficiently preload or collect data from both internal and external users through Experience Cloud. The data collected can then be used to update fields and create a single or multiple records. Check out the example below that highlights the Benefit Schedule Form that automatically creates a Benefit Schedule record in NPC.
OmniScripts: Craft Personalized Documents
Using out-of-the-box OmniScripts, nonprofits can generate single or multiple document templates populated with Salesforce data effortlessly. From agreement contracts to program reports, you can use Salesforce’s intuitive merge field language to map specific Salesforce data to your templates. The document generation action can then be placed on your Salesforce object, allowing users to generate documents with the click of a button.
NPC OmniStudio Feature Takeaways
Flex Cards: provides personalized and configurable view of constituent data, allowing nonprofits to create long lasting relationships.
Form Creation: enable nonprofits to create custom forms, simplifying data collection and ensuring accuracy and efficiency in gathering crucial information from all sources.
Document Generation: empower nonprofits to revolutionize document creation, reducing the need for manual entry and improving communication.
Ready to revolutionize your nonprofit's operations and drive impact in your community? Get started with Salesforce Nonprofit Cloud and OmniStudio today! Don't miss out on this opportunity to streamline processes, engage with supporters, and demonstrate your impact effectively. Click the button below to take the first step towards transforming your nonprofit's mission into reality.
About the Organization
Belmar Consulting is an award-winning Salesforce implementation partner, who works with various organizations and enables them to succeed in their digital transformation journey. We combine our intimate knowledge of the public sector and the nonprofit industry with Salesforce to create and implement innovative solutions for our clients. Belmar’s dedication to delivering successful client projects means our clients are more effective in their role to fulfill their organizational missions.
