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Technopath/The AFNP Edge - Comprehensive Guide - One-Year Access with Office Hours
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The AFNP Edge - Comprehensive Guide - One-Year Access with Office Hours

  • Course
  • 134 Lessons
  • 365-day access

Salesforce's Industry Cloud solution for nonprofits is here to stay. We've created a resource that covers it all. What started out as a study guide has turned into more: from Person Accounts and Permission Set Licenses to Gift Commitments, Party Relationship Groups, OmniStudio, and beyond. This course includes office hours twice a month. Add on the practice exam questions for additional certification preparation.
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Contents

Start Here

⚠️
Copyright Notice - reselling, copying, sharing is prohibited
πŸ“©
Email Coming Your Way for Additional Access

Overview

πŸ”
Overview - Intro
Preview
πŸͺŸ
Exam Guide
πŸ“—
Agentforce Nonprofit (AFNP) vs. Nonprofit Cloud (NPC)
🐾
Get a Trailhead Nonprofit Industries Org

Implementation Strategies: Part One - Before the Build

πŸ”°
Initial Setup
βœ…
Prerequisites
πŸ”’
Security
πŸ’Ž
Discovery
πŸ‘€
Scope of Work
πŸ”„
Phases of a Salesforce Implementation
πŸ“‹
Plan and Prepare
πŸ§‘πŸ½β€πŸ€β€πŸ§‘πŸ½
Project Team Roles
πŸ₯‡
Implementation Approaches
πŸ—ΊοΈ
Project Roadmap/Building Timeline
πŸ“©
Determine Communication Strategies
πŸ‘·πŸ½
Customize and Build

Constituent Management

πŸ‘₯
Tracking Individuals - A History
πŸ‘©
Person Accounts - The AFNP Way to Track Individuals
πŸ’Ό
Businesses and Organizations
🎈
Party Role Relationships
πŸ‘©β€πŸ‘§
Party Relationship Groups
πŸ“
Address Management
πŸ§‘β€πŸ€β€πŸ§‘
Merging Duplicates
πŸ”—
Actionable Relationship Center (ARC)

Fundraising

πŸ’²
The Fundraising Data Model
🌞
The Fundraising Apps
πŸ“‚
Gift Designations
πŸ’΅
Gift Transactions
🏷️
Gift Transaction Designations
πŸ’Έ
Gift Refunds
πŸͺ¦
Gift Tributes
πŸ—“οΈ
Gift Commitments
Gift Commitment Schedules
πŸ’°
Opportunities
Gift Default Designations
🌱
Donor Gift Summary
πŸ’‘
Gift Soft Credits
⌨️
Gift Batch and Entry
πŸ’Œ
Gift Acknowledgement
πŸ’²
Donor Tax Summary

Marketing

πŸ“£
Campaigns
Outreach Source Codes and Summaries

Program Management

🀝
Program Management Intro
🎭
Programs
πŸ“„
Program Enrollments
πŸ‘¨β€πŸ‘§
Program Cohorts and Program Cohort Members
πŸ’
Benefits
βŒ›
Units of Measure
πŸ“š
Benefit Types
πŸ•°οΈ
Benefit Schedules
1️⃣
Benefit Sessions
β­•
Benefit Assignments
βœ”οΈ
Benefit Disbursements

Case Management

πŸ’Ό
Case Management Intro
πŸ›„
Cases
πŸ–‡οΈ
Case Program
πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦
Case Participants
πŸ”ƒ
Case Referrals
🌼
Care Plans
🟰
Care Plan Templates
πŸ₯…
Goal Definitions
πŸ’
Goal Assignments
🧱
Care Barriers
πŸ’¬
Care Barrier Types
πŸ˜₯
Public Complaints

Outcome Management

πŸ’˜
Outcome Management Intro
🎭
Programs for Outcome Management
πŸ₯…
Goal Definitions for Outcome Management
⏱️
Time Periods
βŒ›
Units of Measure
🎯
Outcomes
πŸͺœ
Outcome Activities
➑️
Indicator Definitions
βž•
Indicator Assignments
πŸ“†
Indicator Performance Periods
πŸŽ“
Indicator Results
🌳
Impact Strategies
πŸ«—
Impact Strategy Assignments

Grantmaking

πŸ’±
Grantmaking Intro
🎭
Programs for Grantmaking
πŸͺ™
Budgets
πŸ“‹
Budget Categories
πŸ”’
Budget Period
πŸ” 
Budget Category Values
πŸ“’
Budget Allocations
πŸ’‘
Funding Opportunities
🍎
Individual Applications
⏰
Application Timeline
⬇️
Individual Application Task
🎞️
Application Reviews
βš–οΈ
Application Decisions
πŸ†
Funding Awards
✴️
Funding Award Requirements
πŸ”€
Funding Award Amendment
πŸ’³
Funding Disbursements
🌐
Grantmaking and Experience Cloud Sites
*️⃣
Grantmaking Template
πŸ›œ
Grantmaking External Users

Industry Common Features

πŸ’₯
Industry Common Features Intro
πŸ“ˆ
Accounting Subledger
πŸ‘
Action Launcher
πŸ›«
Action Plans and Action Plan Templates
πŸ™‚
Actionable Segmentation (Actionable Lists)
β†ͺ️
Actionable Relationship Center
πŸ€–
AI Summary (Einstein Summary)
πŸ“‘
Business Rules Engine and Decision Explainer
🦺
Compliant Data Sharing
πŸ”£
Data Processing Engine
‴️
Record Rollup Definitions (Record Aggregation)
πŸ“ƒ
Document Tracking and Approvals
πŸŽͺ
Events and Milestones
πŸ†”
Identity Verification
πŸ’Ύ
Intelligent Document Automation
🀝
Interaction Summaries
Interest Tags, Topics, and Tag Categories
πŸ’₯
Omnistudio
πŸ“Š
Data Consumption Framework
πŸ’­
Discovery Framework
βœ‰οΈ
Document Generation
🧨
Dynamic Assessments
❇️
Timeline
🚨
Record Alerts
🧩
Service Process Studio

Implementation Strategies: Part 2 - After the build

πŸ§ͺ
Test & Deploy
Sandbox Types
πŸͺŸ
Preview Sandboxes
πŸ—ΊοΈ
Create a Test Plan
πŸ’ͺ
Continuously Improve
✍️
Data Governance Best Practices
πŸ₯‡
Build a Center of Excellence
πŸ”†
V2MOM
🩺
Application Lifecycle Management