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Introduction - Salesforce Non Profit (NPSP)
Rating: 4.5 out of 5(254 ratings)
6,431 students

What you'll learn

  • The main goal of the course is to make you a skilled Non Profit professional —even if you have not worked in a NPSP platform before.

Course content

1 section • 9 lectures • 55m total length

  • Introduction2:23
  • Donor Management6:54

    In this video you are going to learn on how to create donor, relationship between donors and organizations

  • Donation Management7:35

    In this video you are going to learn on how to create donation, payment, recurring donations and email acknowledgement.

  • Soft Credit and Matching Gift8:46

    In this video you are going to learn on how to create opportunity contact role, apply soft credits and matching gift from employer.

  • Engagement Plan5:28

    In this video you are going to learn on how to create engagement plan for on-boarding volunteers.

  • Address Management and Schedule Jobs5:23

    In this video you will learn how to manage different addresses of donors and schedule batch jobs manually.

  • Reports and Dashboards4:57

    In this video, you will learn overview of out of box reports and dashboard provided for non profit.

  • Volunteer Management7:13

    In this video, you will learn how to add volunteer, jobs and assign volunteer to shifts.

  • Other Donations - In Kind, Grant, Membership6:55

    In this video, you will learn on creating other donations like In Kind, Grant and Membership.

Requirements

  • Basic knowledge of using salesforce platform as business user, NPSP login and internet connection

Description

This course covers the fundamentals that are necessary for users to learn how to administer and develop salesforce specifically for the Nonprofit/NGO environment. It will take over an hour to complete, and will enable users to successfully begin executing constituent management, donor management (grants, in-kind gifts, etc.) volunteer management and common enhancements for nonprofit.  

Who this course is for:

  • For a newbie or a Business Analyst or a Salesforce Developer or a Business user, who wants to know about NPSP business flow and how to do implement on Salesforce

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