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/technologist, then through my own consulting practice where I help nonprofits implement and maintain their Salesforce systems.

In addition to nonprofits I am passionate about helping people launch and expand their Salesforce careers.  The Nonprofit Success Pack (NPSP) is a great tool and while there are great resources like trailhead, after leading Salesforce Saturdays for Nonprofits and speaking to my trainees, they are crying out for more!

Enter The NPSP Edge: Mastering Salesforce for Nonprofit Success — a simple, efficient, and cost-effective way to streamline your learning of the ins and outs of NPSP and why the objects and code Salesforce has created matter to nonprofits.  I originally built this tool Coda.io, an interactive document that allows for easy grouping of topics and insertion of video guidance.

You'll now have access to that searchable doc as well as the same material in a course format where you can mark sections you study as complete! The best of both worlds.

Most sections are great for both consultants and nonprofits to learn alike. The Implementation Strategies section is only for consultants, so nonprofits can skip this section.

The NPSP Edge: Mastering Salesforce for Nonprofit Success

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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 Setup2
  • 🆓 Getting NPSP Free Licenses for a Nonprofit
  • ⤵️ Installing Add-on Packages

🖥️ NPSP Data Model

  • 📇 Accounts and Contacts
  • 🏘️ Household Accounts1
  • 👭 Relationships
  • 📬 Addresses
  • 🏙️ Organizational Accounts
  • 🖇️ Affiliations
  • ❓ Mini-Quiz: Accounts and Contacts
  • 🔤 NPSP Public Data Dictionary
  • ☁️ The Nonprofit Cloud (Industry)
  • 💲 Fundraising and Marketing
  • ⏺️ Opportunity Record Types1
  • 💳 Payments and Payment Schedules1
  • 💲 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 Entry1
  • 💻 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 Contact1
  • 🔁 Recurring Donations Batch
  • 🎚️ Level Assignment Batch
  • 🗑️ Remove Duplicate Primary OCRs
  • ❓ Mini-Quiz: Bulk Data Processing
  • 📶 System Tools
  • ✴️ Trigger Configuration
  • 🩺 Health Check
  • ⚠️ Error Log
  • ❌ Error Notifications1
  • ❓ Mini-Quiz: System Tools

📊 Analytics

  • 📑 Reports
  • 🎛️ Dashboards
  • ❓ Mini-Quiz: Reports and Dashboards

☁️ Nonprofit Cloud Solutions

  • 🙋 Volunteer Management
  • ❓ Mini-Quiz: Volunteers1
  • 💼 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 Settings2
  • 🛡️ Additional Security Features - Salesforce SHIELD
  • 📏 Customize and Build
  • 🛝 Sandbox Types
  • 🚀 Test & Deploy
  • 📋 Create a Test Plan1
  • 📈 Continuously Improve
  • 👍 Data Governance Best Practices1
  • 🥇 Build a Center of Excellence
  • ✅ V2MOM
  • 📑 Design Tools & Strategies1
  • 🚧 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