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
Tags
Related Courses
Intro to Point & Click App DevelopmentSalesforce via Udacity Customer Experience and Success Management with Salesforce
Coventry University via FutureLearn Boosting Productivity through the Tech Stack
Salesforce via Coursera Salesforce Sales Development Representative
Salesforce via Coursera Customer Experience Management with Salesforce Training
Trailhead via FutureLearn