$24.99

The NPSP Edge: One-Year Access - Guide Only

Course
114 Lessons
365-day access

The definitive NPSP reference guide for consultants and admins supporting nonprofits on Salesforce. Deep-dive coverage of the data model, fundraising, settings, and implementation strategy. Useful long after the exam window closes. Access limited to one-year from purchase.

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Introduction

Why I created this resource

Preview

🌟 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