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
4.7 (3 ratings)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
31 students enrolled
$19
$50
62% off
Take This Course
  • Lectures 24
  • Length 3.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 4/2016 English

Course 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.



What are the 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)

What am I going to get from this course?

  • 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.)

What 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Upgrade to NPSP 3.0 Introduction Video
01:24

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

Section 2: Pre-Upgrade Assessment Part 1
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.
Section 3: Pre-Upgrade Assessment Part 2- Data Model Options
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.
Section 4: Pre-Upgrade Assessment Part 3
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
Section 5: Before You Start
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.
Section 6: Create Your Sandbox
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
Section 7: Log Into Your Sandbox and Install the NPSP 3.0 Packages
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
Section 8: Post Upgrade Checklist Items
10:25

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
13:07

You will learn how to:

  • Complete the post-upgrade checklist
  • Modify page-layouts and delete deprecated fields
Section 9: Converting to the Household Account Model ( From the 1:1 Model)
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)

Section 10: Post Account Model Conversion Checklist
05:01

You will learn how to:

  • Complete the rest of the post-upgrade checklist items
12:10

You will learn how to:

  • Finish addressing Errors in the Utility Tool
Section 11: Installing the NPSP into Production
04:12

You will learn how to:

  • Install the NPSP into your production environment
  • Check the account model post-upgrade
  • Run the health check
  • Prepare to address errors
Section 12: Healthcheck & Fixing Errors
11:28

You will learn how to:

  • Decode error and fix errors presented in the Health Check process
  • Create new stages for pick-lists
  • Fix One-to-One accounts without contacts
  • Create a custom report to isolate these "problem" records
  • Either update or manually delete offending records
11:48

You will learn how to:

  • Fix One-to-One accounts with incorrect systems fields and/or record types
  • Fix problem record via reports, export data to a .csv and correct it using dataloader.io
07:29

You will learn how to:

  • Update incorrect record types
12:40

You will learn how to:

  • Correct all One-to-One accounts so they are seen by salesforce as a try 1:1- Must have correct system settings, primary contact (on the account layout) must be set to the individual contact for that 1:1 account
  • Perform an update of all 1:1 contacts that have a blank "primary contact" field using dataloader.io
13:21

You will learn how to:

  • Find contacts w/o an associated household
  • Isolate these "problem records"
  • Create new households, exporting ids and matching them to the contacts using the V-Lookup operation in Excel 
  • Update and fix these using the dataloader.io
08:44

You will learn how to:

  • Find empty household object records and delete them using the dataloader.io
Section 13: Post Upgrade Checklist (Production)
07:06

You will learn how to:

  • Complete the items in the post-upgrade list in preparation for the account model conversion process
  • Complete the post-upgrade items for your production install; (we will speed the video up here since we already did this in the sandbox, but you can slow it down if needed)
Section 14: Account Model Conversion
15:20

You will learn how to:

  • Change your account model in the NPSP settings
  • Fix records owned by inactive users
  • Make the household record type available to yourself as an admin to complete the conversion
10:14

You will learn how to:

  • Update records with inactive users
14:41

You will learn how to:

  • Update opportunity (donation) records with inactive users
  • Run the account model conversion tool
  • Complete the post account model conversion check-list items



Section 15: Final Thoughts & Tips
03:57

We will go over:

  • Post upgrade tips
  • Hide the household object tab and the field from the contact page lay-out
  • Check your integrations and 3rd party apps post upgrade to make sure data is still being written to salesforce.com correctly and in accordance with your new account model 
  • Sign up for the NPSP webinars to stay abreast new features with each new release

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Aja McClanahan, 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.  

Ready to start learning?
Take This Course