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
The Governance of Nonprofit OrganizationsState University of New York via Coursera Essentials of Nonprofit Strategy
Philanthropy University via Independent Organizational Capacity: Assessment to Action
Philanthropy University via NovoEd How to Scale Social Impact
Philanthropy University via NovoEd Introduction to the Nonprofit Sector, Nonprofit Organizations, Nonprofit Leadership and Governance
State University of New York via Coursera