🧮 Rollup Allocations Batch
🧮 Rollup Allocations Batch
The NPSP Edge: Mastering Salesforce for Nonprofit Success
Buy now
Learn more
Introduction
Why I created this resource
📣 Overview
🔗 Study Guide Link Instructions
❓ Study Questions
🌟 Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code
💿 Installing NPSP
🛝 Trailhead NPSP Playground Setup
2
🆓 Getting NPSP Free Licenses for a Nonprofit
⤵️ Installing Add-on Packages
🖥️ NPSP Data Model
📇 Accounts and Contacts
🏘️ Household Accounts
1
👭 Relationships
📬 Addresses
🏙️ Organizational Accounts
🖇️ Affiliations
❓ Mini-Quiz: Accounts and Contacts
🔤 NPSP Public Data Dictionary
☁️ The Nonprofit Cloud (Industry)
💲 Fundraising and Marketing
⏺️ Opportunity Record Types
1
💳 Payments and Payment Schedules
1
💲 General Accounting Units
🔁 Recurring Donations
🪙 Soft Credits
📋 Deliverables
💵 Moves Management
✔️ Engagement Plans
🎚️ Levels
⬆️ Basic NPSP Marketing Functions
🪧 Campaigns
🗣️ Campaign Influence
➕ Contact Roles
❓ Mini-Quiz: Fundraising and Marketing
🔀 NPSP Data Management and Integration
💾 NPSP Data Import Object
🗺️ Custom Mapping
🎁 Gift Entry
1
💻 Third-Party Apps
❓ Mini-Quiz: Data Mapping and Integrations
🧑🤝🧑 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
1
🔁 Recurring Donations Batch
🎚️ Level Assignment Batch
🗑️ Remove Duplicate Primary OCRs
❓ Mini-Quiz: Bulk Data Processing
📶 System Tools
✴️ Trigger Configuration
🩺 Health Check
⚠️ Error Log
❌ Error Notifications
1
❓ Mini-Quiz: System Tools
📊 Analytics
📑 Reports
🎛️ Dashboards
❓ Mini-Quiz: Reports and Dashboards
☁️ Nonprofit Cloud Solutions
🙋 Volunteer Management
❓ Mini-Quiz: Volunteers
1
💼 Program and Case Management
📋 Program Management Module
🛄 Case Management Module
❓ Mini-Quiz: Program and Case Management
🧮 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
2
🛡️ Additional Security Features - Salesforce SHIELD
📏 Customize and Build
🛝 Sandbox Types
🚀 Test & Deploy
📋 Create a Test Plan
1
📈 Continuously Improve
👍 Data Governance Best Practices
1
🥇 Build a Center of Excellence
✅ V2MOM
📑 Design Tools & Strategies
1
🚧 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
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The NPSP Edge: Mastering Salesforce for Nonprofit Success
Buy now
Learn more
Introduction
Why I created this resource
📣 Overview
🔗 Study Guide Link Instructions
❓ Study Questions
🌟 Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code
💿 Installing NPSP
🛝 Trailhead NPSP Playground Setup
2
🆓 Getting NPSP Free Licenses for a Nonprofit
⤵️ Installing Add-on Packages
🖥️ NPSP Data Model
📇 Accounts and Contacts
🏘️ Household Accounts
1
👭 Relationships
📬 Addresses
🏙️ Organizational Accounts
🖇️ Affiliations
❓ Mini-Quiz: Accounts and Contacts
🔤 NPSP Public Data Dictionary
☁️ The Nonprofit Cloud (Industry)
💲 Fundraising and Marketing
⏺️ Opportunity Record Types
1
💳 Payments and Payment Schedules
1
💲 General Accounting Units
🔁 Recurring Donations
🪙 Soft Credits
📋 Deliverables
💵 Moves Management
✔️ Engagement Plans
🎚️ Levels
⬆️ Basic NPSP Marketing Functions
🪧 Campaigns
🗣️ Campaign Influence
➕ Contact Roles
❓ Mini-Quiz: Fundraising and Marketing
🔀 NPSP Data Management and Integration
💾 NPSP Data Import Object
🗺️ Custom Mapping
🎁 Gift Entry
1
💻 Third-Party Apps
❓ Mini-Quiz: Data Mapping and Integrations
🧑🤝🧑 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
1
🔁 Recurring Donations Batch
🎚️ Level Assignment Batch
🗑️ Remove Duplicate Primary OCRs
❓ Mini-Quiz: Bulk Data Processing
📶 System Tools
✴️ Trigger Configuration
🩺 Health Check
⚠️ Error Log
❌ Error Notifications
1
❓ Mini-Quiz: System Tools
📊 Analytics
📑 Reports
🎛️ Dashboards
❓ Mini-Quiz: Reports and Dashboards
☁️ Nonprofit Cloud Solutions
🙋 Volunteer Management
❓ Mini-Quiz: Volunteers
1
💼 Program and Case Management
📋 Program Management Module
🛄 Case Management Module
❓ Mini-Quiz: Program and Case Management
🧮 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
2
🛡️ Additional Security Features - Salesforce SHIELD
📏 Customize and Build
🛝 Sandbox Types
🚀 Test & Deploy
📋 Create a Test Plan
1
📈 Continuously Improve
👍 Data Governance Best Practices
1
🥇 Build a Center of Excellence
✅ V2MOM
📑 Design Tools & Strategies
1
🚧 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