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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
3.8 (4 ratings)
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40 students enrolled
Created by Aja McClanahan
Last updated 4/2016
English
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Includes:
  • 3.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I 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.)
View Curriculum
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 is the target audience?
  • 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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Curriculum For This Course
Expand All 24 Lectures Collapse All 24 Lectures 03:35:18
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Upgrade to NPSP 3.0 Introduction Video
1 Lecture 01:24

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

Preview 01:24
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Pre-Upgrade Assessment Part 1
1 Lecture 07:18

We will discuss:

  • Introduction and housekeeping 
  • How we will deal with changes and updates to the salesforce.com platform
  • Is your salesforce.com instance eligible for upgrade?
  • You will need a NPSP that precedes the 3.0 version along with an Enterprise Edition (EE) of salesforce.com licenses to upgrade.
  • We will look in salesforce.com to find out all the information you need to know to find out if you can upgrade.
  • We will go over sandbox options- Developer, Developer Pro, Partial Copy (not recommended), Full Sandbox (ideal, but there is a cost associated with it.) You can manually populate data into a Developer Pro. Not ideal, but an option.
Preview 07:18
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Pre-Upgrade Assessment Part 2- Data Model Options
1 Lecture 08:29

You will learn:

  • The options to keep or change your data model. 
  • Account model options: One-to-One, Individual Bucket & Household Account model.
  • How to find out what your account model is based on this review.
  • Why you want to consider converting your data model to the Household Account model.
Preview 08:29
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Pre-Upgrade Assessment Part 3
1 Lecture 08:26

You will learn how to:

  • Check your data before upgrading (ideal to check now, but will be caught during errors thrown in the health check and/or account conversion process.
  • Things to watch out for like incorrect _system field settings, donations without contacts, records owned by inactive users, etc. 
  • Back up data in salesforce.com
Data Checks & Backup
08:26
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Before You Start
1 Lecture 04:39

You will learn how to:

  • Lock out users during the upgrade time period
  • That you need to temporarily disable all 3rd party apps or integrations from writing to salesforce.com during the upgrade time period.
  • Why it's important to talk to any developers that administer 3rd party apps or integrations connected to your salesforce.com instance to find out the implications of upgrading to the NPSP 3.0 managed package.
  • Get help if you get stuck in the upgrade process.
Before you start
04:39
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Create Your Sandbox
1 Lecture 07:41

You will learn how to:

  • Sandbox options and options to add data to your sandbox (reveiw) 
  • Enter data into sandbox by hand. You may have more errors to fix during the actual upgrade process
  • Create your sandbox
Sand Box Creation & Access
07:41
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Log Into Your Sandbox and Install the NPSP 3.0 Packages
1 Lecture 05:58

You will how to:

  • Locate and log into your sandbox from your production org or apart from your productions org
  • Find the NPSP 3.0 Installer and install it into your sandbox environment
Log Into Your Sandbox and Install the NPSP 3.0 Packages
05:58
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Post Upgrade Checklist Items
2 Lectures 23:32

You will learn how to:

  • Access the "Upgrading to NPSP V3" support group in the Power of Us Hub 
  • Walk through all the post install steps according to the instructions provided
Post-Upgrade Check-List Items Part 1
10:25

You will learn how to:

  • Complete the post-upgrade checklist
  • Modify page-layouts and delete deprecated fields
Post-Upgrade Check-List Items Part 2
13:07
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Converting to the Household Account Model ( From the 1:1 Model)
1 Lecture 09:40

You will learn how to:

  • Access the Account Model Conversion Utility 
  • Address any errors thrown during this process (if applicable for your sandbox)

Converting to the HHS Model
09:40
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Post Account Model Conversion Checklist
2 Lectures 17:11

You will learn how to:

  • Complete the rest of the post-upgrade checklist items
Updating Page Overrides and Buttons
05:01

You will learn how to:

  • Finish addressing Errors in the Utility Tool
Updating Page Payout & Record Access
12:10
5 More Sections
About the Instructor
4.0 Average rating
65 Reviews
1,329 Students
5 Courses
Salesforce Guru, Entrepreneur & General Life Hacker

Aja "A.J." McClanahan is a certified salesforce developer by day and by night inspires people around her financial mantra: get out of debt, increase income and build wealth. She is a personal finance blogger for Principles of Increase along with numerous web publications and produces premium training content for the technical training company, Cramforce. She is passionate about tech, finance and winning.  

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