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Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0
Rating: 4.4 out of 5(15 ratings)
122 students

Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

A step-by-step tutorial to upgrading legacy instances of the NPSP to the most recent NPSP 3.0 managed package
Created byAja McClanahan
Last updated 4/2016
English

What you'll learn

  • Complete an upgrade of the NPSP 3.0 in a salesforce instance
  • Learn to assess an organization's salesforce instance for a smooth upgrade
  • Evaluate the state of an organization's data and data model before proceeding with the upgrade
  • Create a sandbox or test environment to execute a "mock" upgrade before instaling the upgrade in production
  • Perform post-upgrade steps for a seamless transition from the legacy NPSP to the most recent package (3.65 as of this writing)
  • Run a system-wide "Health Check" and clean up errors with data manipulation operations
  • Learn to create & filter reports to export salesforce data to CSV format and manipulate it for use in dataloder.io (free tool) ​for data migration needs
  • A quick overview of MS Excel V-Lookup operation included!
  • Use the dataloader.io to mass update and insert records to fix health check errors
  • Use the Account Model Conversion Utility​ to change your salesforce instance's account model to the Household (HHD) account model. (In this tutorial, we'll convert from a 1:1 model to HHD account model.)

Course content

15 sections • 24 lectures • 3h 35m total length

  • Introduction Video- What You'll Learn1:24

    This introduction video gives you an idea of the content, topics and objective of the video training series.

Requirements

  • You will need access to an instance of salesforce.com that is eligible to upgrade to the NPSP 3.0
  • Ideal for someone with basic admin experience in saleforce; knowledge of the legacy NPSP is ideal
  • You will need access to a data manipulation tool like Excel and/or Data Import tool (like Dataloder.io)

Description

Are you still on the legacy version of the NPSP? If you can't pay a fancy consultant $10,000 or more to perform the upgrade and are afraid to execute it yourself, this course is for you! This course will walk through all the steps to help you upgrade your salesforce NPSP to the most recent version (3.65.) Don't wait around to take advantage of the newest feature of this package especially designed for nonprofits and NGO's like: address management and verification, advanced soft credit handling, auto-propagation to mobile (Salesforce1), grant handling and more. With this course, you will be able to upgrade to the NonProfit Starter Pack 3.0 for any salesforce NPSP instance quickly and easily.

  • Ideal for salesforce admins who have some experience (at least 12 months) with salesforce and the legacy NPSP
  • 3+ hours of video content with live demos of configuration IN ACTION
  • PDFs, related guide and utilities in resource section for related lectures.



Who this course is for:

  • This upgrade course is for someone who needs some coaching to and confidence to execute the NPSP 3.0 upgrade for the salesforce CRM

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