This mini-course is designed to give you a taste of our larger NPSP Training Program. You can build confidence with your ability to help nonprofits with their Salesforce orgs and get a feel for the learning style you’ll experience.
Expanded Study Guide Preview
Because we know you're likely thinking about taking the Nonprofit Consultant Exam, this mini-course includes an extended look at our Study Guide material and more practice questions than our free Study Guide preview.
Helpful Videos
We know when it comes to Salesforce there is always so much to learn and know that it can quickly become overwhelming. We've broken down Sarah's Top 3 Secrets every nonprofit Salesforce consultant should know into bite sized video chunks with practical applications for you to try.
Contents
Set up your Trailhead Playground
Start here.
Trailhead NPSP Playground Setup
How I got Started as A Nonprofit Salesforce Consultant
Day 1: Know your stakeholders
Secret #1: Know Your Stakeholders
Research a Nonprofit
Donate. Like. Subscribe.
Fill out your information sheet
Day 2: Understand the Data Model
Secret #2: Understand the Data Model
Create Households by creating two contacts
Data Loader Template Description
NPSP Data Import Process
Day 3: NPSP Settings
Secret #3: NPSP Settings and Customizable Rollups
Soft Credit Rollup Challenge Intro
Overview of Soft Credits
Step 1: Create your Target Fields
Step 2: Enable Customizable Rollups and Create Rollups
