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Trailhead

Administer Nonprofit Success Pack (NPSP)

Salesforce via Trailhead

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Overview

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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
  • Set Up a Nonprofit Success Pack Trial for Trailhead
    • Get and Connect Your Nonprofit Success Pack Org
  • 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
  • Set Up Gift Entry in Nonprofit Success Pack
    • Enable Gift Entry
    • Create Fields and Connect Them with Advanced Mapping
    • Edit and Create Gift Entry Templates
    • Test Your Templates
    • Use Advanced Mapping to Populate Contact Address Fields
  • 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
  • Build a Donor Email Flow for Nonprofit Success Pack (NPSP)
    • Add a Screen to Your Flow and Get Records
    • Get Records and Create An Email Template
    • Create a Preview Screen and Send Email Action
    • Update the Record and Debug the Flow
    • Deploy and Use Your Flow
  • Create an Opportunity Record Type for Nonprofit Success Pack (NPSP)
    • Get to Know Opportunity Record Types
    • Create and Manage Stages and Sales Processes
    • Create New Fields and Page Layouts
    • Create and Test a New Opportunity Record Type
    • Customize Rollups to Exclude an Opportunity Record Type

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