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Trailhead

Explore Nonprofit Success Pack (NPSP)

Salesforce via Trailhead

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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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