Import Data With Nonprofit Success Pack (NPSP)
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn to use NPSP Data Importer to bring data from outside sources into Salesforce.
- Set up a Trailhead Playground and practice downloading Nonprofit Success Pack.
- Quickly process and connect donor records using Nonprofit Success Pack.
- Import information to fields or objects not included by default.
Syllabus
- Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
- Prepare to Install Nonprofit Success Pack (NPSP)
- Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
- Import Your Data Using NPSP Data Importer
- Discover NPSP Data Importer
- Prepare Your Data for Import
- Upload Your Data into NPSP Data Importer
- Perform an Import Dry Run
- Import the Records
- Extend NPSP Data Importer with Advanced Mapping
- Explore NPSP Advanced Mapping
- Map Standard and Custom Fields on a Standard Object
- Import Data to a Standard Object
- Map a Custom Object
- Import Data to a Custom Object
Tags
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