You're a nonprofit, you work in the education space, you recently moved/are moving to Salesforce (great choice!) and you're wondering... HEDA or NPSP?
Most organizations, upon making the decision to migrate to "Salesforce" are essentially acquiring/purchasing licenses to their core offering, i.e. the Salesforce Sales Cloud. While the Sales Cloud is an outstanding product for the sales/marketing arms of most businesses, it doesn't quite meet the needs of nonprofit organizations out-of-the-box, and the terminology used within it may send some fundraising professionals into a state of alarm.
To better support the operational (and motivational) needs of nonprofit organizations, Salesforce introduced the Nonprofit Success Pack (NPSP) some years ago which essentially adds a layer of customization upon the Sales Cloud product to convert its standard account model (with a corporate entity at its center) to the Household account model with your donors/constituents at its heart. NPSP introduces an emphasis on establishing relationships between your constituents, tracking payments on grants/donations (particularly useful for recurring donations) and so on and so forth. At the same time, it de-emphasized certain functionality from the Sales Cloud that wouldn't be nearly as useful to nonprofits (such as Quotes) and modifies the terminology used throughout the system to be friendly to its targeted audience.
The Higher Education Data Architecture (or HEDA for short) was introduced more recently to meet the needs of Higher Education institutions (universities et all) that, once again, don't fit the standard mold of a regular corporation (target demographic for Sales Cloud) or a standard nonprofit (NPSP users). This layer of customization, also on top of the standard Sales Cloud, modifies the account model to put the student at its center and track student-related data such as course enrollments, membership to academic cohorts, clubs and so on. Noticeably missing from here (versus NPSP) is the automation around tracking recurring donations, payments etc. A different business model warrants a difference object model, and on that, Salesforce delivers.
As is usually the case (unless we're talking a House-Of-Cards situation), nonprofit organizations are driven by their mission to achieve a greater good, and may rely on fundraising to sustain their operations and achieve that mission. Some of them may take an approach that involves delivering supplemental education (financial literacy, STEM etc.) and may want to use Salesforce to track their constituents' enrollments and progress, the courses they offer and so on and so forth. This subset of nonprofits have the luxury of choosing between two options, and yet the daunting task of making that choice... NPSP or HEDA?
At the time of writing this article (and possibly for several NPSP/HEDA releases following it), expecting NPSP and HEDA to co-exist on the same Salesforce org is like asking Tom & Jerry to share a queen bed or operating an outdoor ice-skating rink in Phoenix, AZ, i.e. it won't end well. The offerings directly conflict with each other in terms of the object model that they introduce, as well as the automations they enforce to bring that object model to life.
So how does an organization that has both fundraising and education management operations go about choosing between a sophisticated fundraising solution (NPSP) or education management (HEDA)?
About the Author
Dhruv Khattar (MBA/MSIM) is a Salesforce-certified Sales Cloud and Service Cloud consultant. He is the Director of Client Solutions at Urgensee, Inc. a Salesforce implementation partner that works with Nonprofit and Higher Education organizations across the United States. Read about our work here: https://urgensee.com/successStories