Explore Nonprofit Success Pack (NPSP)
Offered By: Salesforce via Trailhead
Course Description
Overview
Get fluent with everyday features in NPSP.
- Explore how to get started with and navigate Nonprofit Success Pack.
- Manage all your contacts and connect them to activities, organizations, and each other.
- Learn new tools to work more efficiently and boost your organization's impact.
- Learn how to manage email to individuals and small groups more efficiently.
- Harness the power of data to tell the story of your organization’s impact.
Syllabus
- Nonprofit Success Pack (NPSP) Basics
- Navigate Nonprofit Success Pack (NPSP)
- Organize Your Data with NPSP
- Customize Your Settings in NPSP
- Constituent Data Management with Nonprofit Success Pack
- Find, Create, and Edit Constituent Records
- Manage Household Accounts
- Connect Contacts Using Relationships
- Connect Contacts with Organizations Using Affiliations
- Create and Convert Leads
- Productivity in Nonprofit Success Pack
- Find What You Need
- Work with One Record Using Activities, Files, and Notes
- Work with Many Records Using List Views
- Save Time with Global Actions, the Utility Bar, and Keyboard Shortcuts
- Collaborate with Others Through Chatter
- Constituent Email Management with Nonprofit Success Pack
- Send Email to Individual Constituents
- Send Email to Small Constituent Groups
- Access Advanced Email Tools
- Reports and Dashboards with Nonprofit Success Pack
- Drive Decision-Making with Quality Data
- Find, Format, and Customize NPSP Reports
- Create New Reports with NPSP
- Share, Schedule, and Subscribe to Reports
- Create and Customize Dashboards
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