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Explore Nonprofit Success Pack (NPSP)

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Free Online Course: Explore 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

  • 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
      • Navigate Nonprofit Success Pack (NPSP)
      • Organize Your Data with NPSP
      • Customize Your Settings in NPSP
    • Constituent Data Management with Nonprofit Success Pack
      • Find, Create, and Edit Constituent Records
      • Manage Household Accounts
      • Connect Contacts Using Relationships
      • Connect Contacts with Organizations Using Affiliations
      • Create and Convert Leads
    • Productivity in Nonprofit Success Pack
      • 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
    • Constituent Email Management with Nonprofit Success Pack
      • Send Email to Individual Constituents
      • Send Email to Small Constituent Groups
      • Access Advanced Email Tools
    • Reports and Dashboards with Nonprofit Success Pack
      • 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

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