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Trailhead

Explore Nonprofit Success Pack (NPSP)

Salesforce via Trailhead

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Overview

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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
    • Meet Nonprofit Success Pack
    • Organize Your Data with NPSP
    • Experience NPSP in Action
  • Stakeholder Data Management with Nonprofit Success Pack
    • Find, Create, and Edit Stakeholder Records
    • Manage Household Accounts
    • Connect Contacts Using Relationships
    • Connect Contacts with Organizations Using Affiliations
    • Create and Convert Leads
  • Stakeholder Email Communication with Nonprofit Success Pack
    • Learn NPSP Email Basics
    • Send Email to Individuals
    • Send Email to Groups
    • Add Advanced Email Tools
  • Reports and Dashboards with Nonprofit Success Pack
    • Make Smarter Decisions with Quality Data
    • Find and Run NPSP Reports
    • Customize NPSP Reports

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