Administer Nonprofit Success Pack (NPSP)
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn the basics for implementing Nonprofit Success Pack.
- Build a solid foundation for managing NPSP at your nonprofit.
- Set up a Trailhead Playground and practice downloading Nonprofit Success Pack.
- Set up accounts and contacts in NPSP.
- Set up opportunities in NPSP to track revenue.
- Learn how to keep your NPSP implementation healthy and effective.
Syllabus
- Nonprofit Success Pack Administration Basics
- Prepare for Your Role as an NPSP Admin
- Understand the NPSP Data Model
- Explore Your Customization Options
- Practice Key Salesforce Admin Best Practices
- Find Help on Your Journey as a Nonprofit Admin
- 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
- Contact and Account Settings in Nonprofit Success Pack
- Configure Household Naming
- Manage Addresses
- Create Custom Relationships
- Manage Duplicate Contacts and Accounts
- Opportunity Settings in Nonprofit Success Pack
- Understand and Customize Sales Processes and Paths
- Set up Soft Credits
- Enable Customizable Rollups
- Configure GAU Allocations and Payments
- Manage Recurring Donations
- Nonprofit Success Pack Health and Optimization
- Run the NPSP Health Check in Your Org
- Prepare for NPSP and Salesforce Releases
- Set Up a Sandbox in Your Salesforce Org
- Use Sandboxes to Manage Change
- Contribute to the Salesforce.org Open Source Community
Tags
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