Why I created this resource

Why I created this resource

I've spent a lot of time working with nonprofits — first at nonprofits themselves as a jane of all trades fundraiser, marketer, and technologist, then through my own consulting practice where I help nonprofits implement and maintain their Salesforce systems. Besides nonprofits, I'm passionate about helping people launch and expand their Salesforce careers.

The Nonprofit Success Pack (NPSP) has been the backbone of nonprofit Salesforce for years — and while there are great resources like Trailhead, after leading Salesforce Saturdays for Nonprofits and speaking with my trainees, it was clear they were crying out for more. A human expert walking through not just what the objects and settings are, but why Salesforce built them that way and what they actually mean for a nonprofit.

With the NPSP Consultant certification retiring in 2027, this guide serves two audiences: those racing to register before the July 24, 2026 and take the exam before the August 31st deadline, and the many consultants and admins who will continue supporting NPSP orgs long after the exam is gone. Most of the nonprofit ecosystem hasn't migrated to Nonprofit Cloud yet — and they still need people who know this platform cold.

Enter the NPSP Consultant Study Guide — a simple, efficient, and cost-effective way to master the ins and outs of NPSP and understand why the objects and features Salesforce built actually matter to the nonprofits you serve.

Most sections are valuable for both consultants and nonprofit staff alike. The Implementation Strategies section is geared toward consultants, so nonprofit admins can skip it.

The NPSP Edge: One-Year Access - Guide Only

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Introduction

  • Why I created this resource
  • 🌟 Helpful Links From Other Resources
  • 30-day Study Schedule

💿 Installing NPSP

  • 🛝 Trailhead NPSP Playground Setup
  • 🆓 Getting NPSP Free Licenses for a Nonprofit
  • ⤵️ Installing Add-on Packages

🖥️ NPSP Data Model

  • 📇 Accounts and Contacts
  • 🏘️ Household Accounts
  • 👭 Relationships
  • 📬 Addresses
  • 🏙️ Organizational Accounts
  • 🖇️ Affiliations
  • 🔤 NPSP Public Data Dictionary
  • ☁️ The Nonprofit Cloud (Industry)
  • 💲 Fundraising and Marketing
  • ⏺️ Opportunity Record Types
  • 💳 Payments and Payment Schedules
  • 💲 General Accounting Units
  • 🔁 Recurring Donations
  • 🪙 Soft Credits
  • 📋 Deliverables
  • 💵 Moves Management
  • ✔️ Engagement Plans
  • 🎚️ Levels
  • ⬆️ Basic NPSP Marketing Functions
  • 🪧 Campaigns
  • 🗣️ Campaign Influence
  • ➕ Contact Roles

🔀 NPSP Data Management and Integration

  • 💾 NPSP Data Import Object
  • 🗺️ Custom Mapping
  • 🎁 Gift Entry
  • 💻 Third-Party Apps
  • 🧑‍🤝‍🧑 Duplicate Management
  • 🏠 Household Management
  • ❓ Mini-Quiz: Duplicate and Household Management
  • 🗃️ Big, External, and Custom Objects
  • 🗄️ Big Objects
  • 📋 External Objects

⚙️ NPSP Settings

  • 👨‍👩‍👧‍👧 People Settings
  • 🏡 Household Automatic Naming
  • 📍 Address Table Settings
  • 🎯 Leads
  • 🤝 Relationship Settings
  • 🏷️ Affiliation Settings
  • 👨‍👩‍👦 Relationships, Reciprocal, and Autocreation
  • ❓ Mini-Quiz: People Settings
  • 💵 Donations Settings
  • 🏷️ Opportunity Automatic Naming
  • ➕ Customizable Rollups
  • 🙋 Membership
  • 📊 Payments and GAU Allocations
  • 👨‍👩‍👧‍👦 Contact Roles and Campaign Members
  • 🏦 Recurring Donation Settings
  • ❓ Mini-Quiz: Donations Settings
  • ➕ Bulk Data Processing
  • ⚙️ Batch Process Settings
  • 📊 Rollup Donations Batch
  • 🧮 Rollup Allocations Batch
  • 📗 Batch Create Default Allocations
  • 💳 Create Missing Payments
  • 🏘️ Refresh Household Names
  • 🌿 Refresh Opportunity Names
  • 🙋‍♀️ Refresh Opportunity Primary Contact
  • 🔁 Recurring Donations Batch
  • 🎚️ Level Assignment Batch
  • 🗑️ Remove Duplicate Primary OCRs
  • 📶 System Tools
  • ✴️ Trigger Configuration
  • 🩺 Health Check
  • ⚠️ Error Log
  • ❌ Error Notifications

📊 Analytics

  • 📑 Reports
  • 🎛️ Dashboards

☁️ Nonprofit Cloud Solutions

  • 🙋 Volunteer Management
  • 💼 Program and Case Management
  • 📋 Program Management Module
  • 🛄 Case Management Module
  • 🧮 Accounting Subledger
  • ⚙️ Accounting Settings
  • 🤝 Foundations and Grantmakers
  • 💸 Outbound Funds Module
  • 🏦 Grants Management
  • 🛩️ Marketing and Engagement Add-ons
  • 📡 Marketing Cloud for Nonprofits
  • 🔍 Marketing Cloud Account Engagement (aka Pardot)
  • 🛗 Elevate

▶️ Implementation Strategies

  • 🔭 Discovery
  • 🎯 Scope of Work
  • 🌖 Phases of a Salesforce Implementation
  • 🗂️ Plan and Prepare
  • 🧑‍💼 Project Team Roles
  • 📋 Implementation Approaches
  • 🧭 Project Roadmap/Building Timeline
  • 🗣️ Determine Communication Strategies
  • ⚙️ Setup and Customize
  • 🔑 Define Security Settings
  • 🛡️ Additional Security Features - Salesforce SHIELD
  • 📏 Customize and Build
  • 🛝 Sandbox Types
  • 🚀 Test & Deploy
  • 📋 Create a Test Plan
  • 📈 Continuously Improve
  • 👍 Data Governance Best Practices
  • 🥇 Build a Center of Excellence
  • ✅ V2MOM
  • 📑 Design Tools & Strategies
  • 🚧 Deployment Tools & Strategy
  • 🟢 Working in Production
  • 🌀 Application Lifecycle Management
  • 🛝 Sandboxes
  • 🥅 Preview Sandboxes
  • 🗺️ Learning Paths

🎓 Masterclass: Syllabus and Business Requirements Document

  • Technopath Masterclass Syllabus
  • Business Requirements Doc