Salesforce Administer Nonprofit Success Pack (NPSP)

$1,295

Salesforce Administer Nonprofit Success Pack (NPSP)

Course
52 Lessons

Constituent Relationship Management: Connect with volunteers, donors, and clients in one place. Visualize reports in simple dashboards to understand performance. NPSP comes with over 70 industry reports and dashboards. Recurring Donations: Manage sustainer revenue from committed supporters and better forecast revenue.

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Week One Part One Salesforce for Nonprofits Basics

Learn Salesforce for Nonprofits and how it can help power your mission.

Meet Salesforce for Nonprofits

Explore Salesforce for Nonprofits Products and Features

Check Out Salesforce for Nonprofits in Action

Connect Contacts with Organizations Using Affiliations

Week One Part Two Administer Nonprofit Success Pack (NPSP)

Learn the basics for implementing Nonprofit Success Pack.

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

Project: Install Nonprofit Success Pack (NPSP) into a Trailhead Playground

Set up a Trailhead Playground and practice downloading Nonprofit Success Pack.

Prepare to Install Nonprofit Success Pack (NPSP)

Create a new a Trailhead Playground for NPSP.mp4

Install Nonprofit Success Pack (NPSP) into a Trailhead Playground

Install Nonprofit Success Pack (NPSP) into a Trailhead Playground.mp4

Contact and Account Settings in Nonprofit Success Pack

Week One Part Three Stakeholder Data Management with Nonprofit Success Pack

Manage all your contacts and connect them to activities, organizations, and each other.

Find, Create, and Edit Stakeholder Records

Manage Household Accounts

Connect Contacts Using Relationships

Connect Contacts with Organizations Using Affiliations

Create and Convert Leads

Week Two Part One Contact and Account Settings in Nonprofit Success Pack

Set up accounts and contacts in NPSP.

Configure Household Naming

Manage Addresses

Create Custom Relationships

Manage Duplicate Contacts and Accounts

Week Two Part Two Donation Management Basics with Nonprofit Success Pack Track

Track and acknowledge one-time donations, pledge payments, and recurring donations.

Create and Edit Donations

Create and Edit Payments

Create and Edit Recurring Donations

Create and Edit Donation Allocations

Acknowledge a Donation

Week Two Part Three Opportunity Settings in Nonprofit Success Pack

Set up opportunities in NPSP to track revenue.

Understand and Customize Sales Processes and Paths

Set up Soft Credits

Enable Customizable Rollups

Configure GAU Allocations and Payments

Manage Recurring Donations

Week Three Part One Stakeholder Data Management with Nonprofit Success Pack

Manage all your contacts and connect them to activities, organisations, and each other.

Find, Create, and Edit Stakeholder Records

Manage Household Accounts

Connect Contacts Using Relationships

Connect Contacts with Organizations Using Affiliations

Create and Convert Leads

Week Three Part Two Productivity in Nonprofit Success Pack

Learn new tools to work more efficiently and boost your organization's impact.

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

Week Three Part Three Stakeholder Email Communication with Nonprofit Success Pack

Learn how to manage email to individuals and small groups more efficiently.

Learn NPSP Email Basics

Send Emails to Individuals

Send Emails to Groups

Add Advanced Email Tools

Week Three Part Four Reports and Dashboards with Nonprofit Success Pack

Harness the power of data to tell the story of your organization’s impact.

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