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Trailhead

Administer Nonprofit Success Pack (NPSP)

Salesforce via Trailhead

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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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