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Administer Nonprofit Success Pack (NPSP)

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Free Online Course: Administer Nonprofit Success Pack (NPSP) provided by Trailhead is a comprehensive online course, which lasts for 6-7 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
6-7 hours worth of material
Self Paced
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

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