Salesforce 2023 - Nonprofit Success Pack (NPSP) Beginner

Name: Salesforce 2023 - Nonprofit Success Pack (NPSP) Beginner
Rating: 4.2 (24 reviews)

Learn the basics for implementing Nonprofit Success Pack.

Created byJimmy Tanzil

Last updated 4/2023

English

What you'll learn

Understand the NPSP Data Model
Prepare for Your Implementation
Explore Your Customization Options
Focus on Salesforce Key Platform Best Practices
Find the Right Settings and Get Help
Configure Household Naming
Manage Addresses
Create Custom Relationships
Manage Duplicate Contacts and Accounts
Understand and Customize Sales Process and Path
Set up Soft Credits
Enable Customizable Rollups
Configure GAU Allocations and Payments
Manage Recurring Donations
Nonprofit Success Pack Health and Optimization

Course content

4 sections • 17 lectures • 4h 30m total length

Understand the NPSP Data Model13:56
Learning Objectives
After completing this unit, you’ll be able to:
Describe the Salesforce data model.
Summarize the basics of the NPSP data model.
Prepare for Your Implementation15:08
Explore Your Customization Options6:18
Learning Objectives
After completing this unit, you’ll be able to:
Describe the options available for customizing Nonprofit Success Pack.
Access information about working with the Salesforce.org partner ecosystem.
Focus on Salesforce Key Platform Best Practices10:38
Learning Objectives
After completing this unit, you’ll be able to:
Recall key best practices for implementing the Salesforce platform.
Consider general security features in Salesforce.
Find the Right Settings and Get Help4:24
Learning Objectives
After completing this unit, you’ll be able to:
Access how-to information to set up NPSP.
Get help with NPSP.

Configure Household Naming14:21
Learning Objectives
After completing this unit, you’ll be able to:
Describe how NPSP creates automatic household names.
Customize the household name format.
Customize the formal and informal greetings.
Manage Addresses15:04
Learning Objectives
After completing this unit, you’ll be able to:
Describe how address fields on the account, contact, and address objects interact with each other.
Restate how NPSP address settings impact address management behavior.
Summarize key challenges with address management.
Create Custom Relationships32:17
Learning Objectives
After completing this unit, you’ll be able to:
Explain how the relationships settings control relationships.
Configure relationship settings.
Manage Duplicate Contacts and Accounts27:34
Learning Objectives
After completing this unit, you’ll be able to:
Prevent the creation of duplicate data.
Merge contacts.
Merge accounts.

Understand and Customize Sales Process and Path20:27
Learning Objectives
After completing this unit, you’ll be able to:
Describe how sales process and path are configured in NPSP.
Customize a sales process or path.
Set up Soft Credits28:20
Learning Objectives
After completing this unit, you’ll be able to:
Enable automated household member soft credits.
Configure automated soft credits for relationships.
Set up automated soft credits for affiliations.
Enable Customizable Rollups26:15
Learning Objectives
After completing this unit, you’ll be able to:
Restate the benefits of customizable rollups.
Create a customizable rollup.
Explain the relationship between customizable rollups and soft credits.
Configure GAU Allocations and Payments13:45
Learning Objectives
After completing this unit, you’ll be able to:
Set up a general accounting unit.
Configure a default general accounting unit.
Manage Recurring Donations19:43
Learning Objectives
After completing this unit, you’ll be able to:
Restate the purpose of recurring donations.
Edit recurring donation settings.
Set up additional fields.

Run the NPSP Health Check in Your Org7:29
Learning Objectives
After completing this unit, you’ll be able to:
Explain how the NPSP health check and Salesforce optimizer tools can help maintain your org.
Run an NPSP health check.
Run the Salesforce optimizer tool.
Prepare for NPSP and Salesforce Releases6:52
Learning Objectives
After completing this unit, you’ll be able to:
State the frequency of release cycles for both NPSP and Salesforce.
Identify the actions you need to take after NPSP and Salesforce releases.
Contribute to the NPSP Open Source Community8:13
Learning Objectives
After completing this unit, you’ll be able to:
Describe how NPSP operates as open source software.
Consider contributing to the NPSP open source community.

Requirements

Completed Udemy Salesforce Trailhead 2020 - Admin Beginner
Completed Udemy Salesforce Trailhead 2020 - Admin Intermediate

Description

Welcome, Chosen One!

Okay, maybe you didn’t come to this fortune via a cookie, but somewhere along the line it was decided that you would become the person responsible for the upkeep, configuration, and reliable operation of Salesforce for your nonprofit.

You might be a full-time dedicated administrator (amazing!), you might be what we call an “also admin” as in “I will serve as the admin while I ALSO fill my other roles” (also amazing!), you might even be a part-time volunteer (this, too, is amazing!).

No matter what your exact role, this trail provides a basic overview of how to set up Nonprofit Success Pack (NPSP)—a tool for Salesforce designed specifically for nonprofits.

The Nonprofit Success Pack NPSP (formerly known as "Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce ORG and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes. It is currently compatible with Salesforce Classic, and with some known issues with Lightning.

The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier. NPSP is a free, open-source product developed in partnership with the Salesforce ORG community, NPSP is built specifically with the needs of nonprofits in mind. Whether your organization is all-volunteer, moderately staffed, or well-established and resourced, the Nonprofit Starter Pack (NPSP) will help you advance your mission - as it's doing everyday for tens of thousands of nonprofits.

NPSP can help your Nonprofit Organization:

Manage your contacts and households, donation payments, organization accounts and affiliations, and grant lifecycles.
Track relationships between contacts, donations and recurring donations.

As we go, we’ll recommend places where you can dig deeper into Salesforce when you want to, but be warned: Salesforce is a powerful and complex suite of products and there will always be new things to learn. So don’t expect to “master Salesforce” in a couple hours or even a couple days.

Badabing Badabooooooom!

Let's goooooo!

Who this course is for:

Nonprofit staff member running the Salesforce platform

Salesforce 2023 - Nonprofit Success Pack (NPSP) Beginner

What you'll learn

Explore related topics

Course content

2023 Nonprofit Success Pack Administration Basics5 lectures • 50min

Contact and Account Settings in Nonprofit Success Pack4 lectures • 1hr 29min

Opportunity Settings in Nonprofit Success Pack5 lectures • 1hr 49min

Nonprofit Success Pack Health and Optimization3 lectures • 23min

Requirements

Description

Who this course is for: