Technopath/NPC Exploration Group - Learning Hub

  • Free

NPC Exploration Group - Learning Hub

  • Course
  • 39 Lessons

This group is for us to learn and explore NPC together. Starting in July 2025, we will implement a fictional use case from setup to delivery!

Contents

👋 Welcome to the NPC Learning Hub!

Hi there, and welcome!
This space is your home base for our NPC Exploratory Learning Group — a casual, collaborative journey to explore Salesforce Nonprofit Cloud together.

Whether you're just getting started or joining late, there’s no need to catch up — just dive in where you are.


🧭 What We’re Doing

We’re exploring NPC hands-on using a shared roadmap, supporting each other through:

  • Co-working sessions (Fridays & Mondays @ 12 PM ET)

  • Discussion groups (Wednesdays @ 12 PM ET or Thursdays @ 7 PM ET)


✅ How to Get Started

All the links, tasks, and info are laid out step-by-step in the hub.
Just move through the sections at your own pace and show up when you can.

So glad you're here. Let’s explore NPC together! 💡

Zoom Registration Links
Request your NPC Org
Join the Slack Conversation

Use Case and Roadmap

This is the overall use case we will be exploring together with implementation tasks outlined in a Coda doc. If you wish to use a different use case or create additional tasks, that's fine.

Our Use Case
Make a copy of the project roadmap

SF Saturday Resources

These are resources I've compiled from Salesforce Saturday. These sessions are ones where I was exploring data models and differences between NPC and NPSP.

These are for reference, more resources will be created over the next six months.

Slide Files to Download
SF Saturday NPC Showcase

Initial Setup

These assignments are for going from blank nothing turned on org to base nonprofit setup.

Initial Setup Checklist - By Technopath
Initial Setup-Salesforce Documentation

Recordings and Notes

Meeting recordings and Notes are here.

Kick-off Sessions Recordings and Meeting Notes
07-18-2025: Getting Started with NPC: Partner Dev Orgs & Setup Checklist
07-23-2025 - Discussion Meeting - Building Personas & Understanding Permissions with Tracey
07-23-25 - Notes - Building Personas & Understanding Permissions with Tracey
07-25-2025 -Building Personas & Understanding Permissions -Co-Learning Session
07-30-2025 - The NPC Account Model: Person Accounts & Relationships
07-31-2025 -Relationships in Action: Hands-On with PRGs & Custom Fields
08-06-2025 - More on NPC Account Model and Data Migration Tips
08-07-2025 - More on NPC Account Model and Data Migration Tips #2
08-13-2025 - ARCs and ARC alternatives - Guest Speaker Allison O'Dell
08-14-2025 - ARCs and ARC alternatives - Guest Speaker Allison O'Dell
08-15-2025 NPC Migration - Co-Learning Session
08-20-2025 -SF Official Session - Stakeholder Management Session
08-23-2025- Recap of month one of Group: What We've Learned So Far
08-27-2025 - Review + Demos by Tracey
09-03-2025 - Fundraising Data Model Deep Dive
09-05-2025 - Show and Tell -- What we've built!
09-08-2025 - Co-Learning on Data Migration & Address Management
09-17-2025 - Fundraising Workflows, Reporting, and Gift Acknowledgement
09-25-2025 - Reporting - Lessons from the Best Practices Group - Special Guest: Evan Ponter
10-01-2025 - Intro to Data Processing Engine (DPE)
10-3-2025-Hands-On DPE Demo with James Williamson
10-08-2025 - Program Management Overview
10-15-2025 - Case Management & Actionable Lists in Nonprofit Cloud
10-22-2025 - Outcome Management
10-29-2025 - Grants Management
11-5-2025 - Volunteer Management
11-12-2025 - Data Extension Objects
11-19-2025 - Experience Cloud
12-3-2025 - NPC Exam Discussion