Salesforce NPSP and Nonprofit Cloud HandsOn Video Course

Explain what the NTSB is and how it develops, acquaint yourself with your new fictional organization, the Beaver Protection Society, and get locked into your training environment.

Explore how the nonprofit success pack (NPSP) sits on Salesforce Enterprise Edition, reconfigured for nonprofits to empower fundraising and constituent management, connecting donors, households, and companies to advance missions.

Define org as a Salesforce deployment; an org is an instance with its own users, data, and customizations such as fields, objects, workflows, data sharing rules, visualforce, and apex.

Join the community-driven, foundation-supported PSP ecosystem to suggest, code, and request features and contribute documentation, with collaborations centered on the US hub.

Explore the Power of Us Hub, a nonprofit Salesforce community where users collaborate, connect, and share best practices, access documentation and training, and solve PSP challenges.

Log into the Power of Us Hub from Salesforce, via the getting started page or app launcher, accept terms, customize role and sector subscriptions, and complete setup in production.

Explore the Power of Us hub, a Salesforce community for collaborating around the PSP, search knowledge articles and conversations, and access NPSP documentation in one place.

Explore how NPSP and nonprofit cloud provide flexible, configurable features for diverse nonprofits, with code insights on GitHub and Salesforce powering missions across 75 countries.

Learn three installation options for NPSP: a 30-day trial in a fresh org, upgrading from PSP 1-2 to 3, or installing over an enterprise edition.

Explain how the nonprofit success packet upgrades with two cycles: a bi-monthly psp upgrade for fixes and features, and Salesforce platform upgrades that introduce new NPSP capabilities.

Identify the PSP version in your Salesforce org by checking PSP settings. Open setup and view installed packages such as households, contacts, and organizations to confirm the version.

Step into the role of administrator at Beaver Protection Society, a US-based 501(c)(3) organization dedicated to safe habitat conservation and advocacy for laws and cultural changes to protect endangered beavers.

Log into Salesforce and set up your admin profile by editing details, confirming email changes, updating the about me section, and uploading a panoramic profile photo (1280x300) for public display.

Access Salesforce help and training from the top right question mark for easy, contextual options. Explore Trailhead, release notes, and get support, with feedback and keyboard shortcuts to boost productivity.

Learn the difference between the help and training resources and the power of us hub, and how to log into power of us hub from production environments for nonprofit work.

Learn how standard Salesforce objects and tabs—accounts, contacts, opportunities, cases, solutions, campaigns, and leads—map to nonprofit use cases in NPSP, from pipeline and forecast to case resolution.

Explore how MPAC accounts group individuals by household or organization for donations and campaigns, and how contacts support donations, grants, memberships, and outreach with emails and events.

Navigate the Salesforce interface, exploring the home tab, top navigation, app launcher, and getting started resources, then switch apps with the up launcher and use global actions to create records.

Navigate the nonprofit cloud in Salesforce, switch account views, open sample organization and its related contacts, review addresses and donations, and use related lists to explore connections.

Learn to create households, contacts, and organizations in the correct order, explain the household account model, manage address information, and create and view relationships between contacts.

Explore nonprofit terminology in Salesforce NPSP, mapping contacts, accounts as households, and organizations to donors, volunteers, and memberships, while tracking opportunities for donations, grants, and subscriptions in the PSP.

Compare household accounts and organizational accounts in Salesforce NPSP to show how accounts, opportunities, and contacts link to donations and income.

Create households in Salesforce NPSP, where adding members auto defaults the household name and sets formal and informal greetings. Edit and customize naming settings in the people section.

Learn to add a contact to a household in Salesforce NPSP, see automatic household creation, add multiple members, and review greetings and household settings.

Demonstrates designating a household's primary contact and reordering members to customize formal and informal greetings. Create and link new contacts to households, then save updates.

Explore how to use contact address override to manage multiple addresses within a household, including seasonal addresses, and ensure correct mailing and communication.

Demonstrate overriding a contact address from the household address, set 1650 Pennsylvania Avenue as the contact's primary address, and preserve separate household and contact addresses with the override.

Explore how Salesforce captures contacts, relationships, and affiliations to map connection chains, visualize who is connected to whom, and track how individuals relate to organizations and boards.

Establish and visualize contact relationships using the relationship visualizer, adding details for friends and spouses while exploring connections with the relationships viewer.

Describe how to create and manage affiliations between a contact and multiple organizations, including volunteers and board roles, and distinguish affiliations from relationships in Salesforce NPSP.

Create an organization record and affiliate a contact as a primary program officer in Salesforce NPSP nonprofit cloud in this hands-on demo.

Explore the nonprofit success park resources, log into Salesforce, and manage households, contacts, and organizations within the household account model. Create donations, grants, track memberships, and configure unexplained soft credits.

Record individual donations in Salesforce NPSP by inputting donor, amount, and date; track and report gifts—monetary, grants, major gifts, or membership pledges—using opportunities, and set up recurring or split payments.

Explore how soft credits and contact roles capture all individuals and organizations involved in a donation, from donors to those who encouraged it, ensuring comprehensive tracking of every contribution.

Select the donation type from the donor's entity, create donations from individuals or organizations, and track stages, payments, and schedules to manage grants, memberships, or other funding.

Demonstrate adding an individual donation from a contact, recording a $100 donation, scheduling payments, and reviewing how payments roll up to the contact and household records.

Learn how contact roles define who played a part in a donation and how those roles determine aggregation on the contact and household records.

Track and manage grants from funders like the Tree Conservation Foundation, allocate funds to conservation programs using general accounting units, and schedule payments with payment types and references.

Track grants through their lifecycle in Salesforce by allocating funds to programs by percentage or amount, cannot mix allocations, manage deliverables, due dates, and related payments to ensure totals match.

Create a grant in Salesforce for the Tree Conservation Foundation, set a fixed payment schedule, track deliverables, and allocate funds to programs via general accounting units.

Track memberships by capturing start and end dates, level, and origin, including donor publications, using opportunities and donations to manage current and future subscriptions, viewable on contact and account records.

Navigate to the memberships settings, locate the grace period, and configure it so expired members can still be a member of the program.

Demonstrates creating a membership in Salesforce NPSP, including amount, start and end dates, stage, level, and origin, then verifies on contact and household records.

Discover how soft credits recognize influential donors by crediting household members, contacts, and organizations, with daily rollups of donations and configurable contact rules.

This demo shows how to create a donation, assign soft credits to household members, and manually trigger the soft credit calculation to display on each contact's record.

Define what a campaign is in the nonprofit world of Soulforce. Explain how it connects to opportunities, leads, contacts, or donations, and measure the effectiveness of a direct mail campaign.

Explore how Salesforce NPSP campaigns organize fundraising, track donations, and measure return on investment across campaigns, members, and related events.

Explore campaign members in Salesforce NPSP, including leads or contacts, with type and status fields, customizable statuses, and automatic updates from donations and opportunities.

Connect campaigns to records and opportunities to trace donations against budgets and measure return on investment. Use campaign hierarchies, acknowledgement, and general accounting unit allocations to ensure visibility and funding.

Measure campaign effectiveness and return on investment in Salesforce by comparing campaigns, tracking direct mail versus mass email, and using budget, revenue, and actuals linked to opportunities to evaluate ROI.

Demonstrates creating a direct mail campaign, adding two contacts as campaign members, recording a donation, and updating campaign status to track ROI from 100 donor letters.

Identify import process elements, explain data cleaning steps, and master the PSP data import to load donors, donations, and related records into Salesforce in one go.

Ensure clean data for Salesforce NPSP imports by validating structure, formatting, and CSP files with correctly separated first names, accurate last names, valid emails, zip codes, and dates of birth.

Clean data by ensuring each field holds a single data item, splitting donations into separate rows, and standardizing emails, zip codes, and phone formats for Salesforce campaigns.

Use the data import template with the PSP importer to prepare and map source data for Salesforce, loading accounts, opportunities, and contacts while avoiding duplicates.

Learn to prepare and import nonprofit data into Salesforce using the PSP data import template, clean spreadsheets, map fields, and run the data import with Salesforce data import wizard.

Execute a PSP data import to create and link accounts, contacts, households, donations, and payments in Salesforce, monitor the import status, and clean up by deleting imported records as needed.

Set your company profile to match your organizational structure, create user records with proper settings, and configure profiles to assign them to users.

Learn how to provision users in Salesforce by configuring the company profile with default locale, currency, licenses, and fiscal year, then tailor locale, language, and time zone for each user.

Review and validate the Beaver Protection Society's company profile in Salesforce, confirming default time zone, United States dollar currency, locale, language, licenses, and fiscal year settings.

Understand how a Salesforce user is defined by a licensed, uniquely named user record with personal, contact, security, and locale details, and how to create users and manage passwords.

Set up a new volunteer coordinator user in Salesforce, detailing the key setup steps now. Configure license, profile, locale, language, time zone, manager, and email login instructions.

Learn to manage Salesforce user profiles by configuring apps, tabs, record types, page layouts, and field level security to control visibility and permissions, including cloning standard profiles.

Explore how to create and assign the fundraising and development profile in Salesforce NPSP, adjusting apps, object permissions, up permissions, system permissions, and user assignments.