Salesforce 2020 - Nonprofit Success Pack (NPSP) Beginner
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
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.
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
Course content
- Preview13:56
- Preview15:08
- Preview06:18
- Preview10:38
- Preview04:24
Instructor
![Jimmy Tanzil](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.6 Instructor Rating
- 210 Reviews
- 3,418 Students
- 9 Courses
Jimmy Tanzil has over twenty years of experience in the IT field. His main strengths are focused on Salesforce development and administration, web application development, and mobile app development.
He is currently working as a Salesforce Architect, Advanced Administrator, Developer, and Consultant focusing on the non-profit sector.
He has in-depth knowledge of all phases of application development, including analysis, design, coding, testing and implementation.
He has in depth experience in systems integration such as integration of multiple platforms across various services including salesforce, wordpress, woocommerce, magento commerce, facebook, pardot, zapier, conga, mailchimp, paypal, various payment gateway systems, canada post integrations, twillio phone/sms systems, and other platforms.
Alongside his core strengths, he has genuine interests and curiosity in a wide-rage of the IT sector such as networking, server management, cloud services, AI, machine learning, crypto currencies and block chains, printing systems, mailing systems, help desk system, order fulfillment systems/shipping, phone systems (PABX) management, and various other fields in IT.