The NPSP Edge: Mastering Salesforce for Nonprofit Success
Buy now
Learn more
Introduction
Why I created this resource
๐ฃ Overview
๐ Study Guide Link Instructions
โ Study Questions
๐ Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code
๐ฟ Installing NPSP
๐ Trailhead NPSP Playground Setup
๐ Getting NPSP Free Licenses for a Nonprofit
โคต๏ธ Installing Add-on Packages
๐ฅ๏ธ NPSP Data Model
๐ Accounts and Contacts
๐๏ธ Household Accounts
๐ญ Relationships
๐ฌ Addresses
๐๏ธ Organizational Accounts
๐๏ธ Affiliations
โ Mini-Quiz: Accounts and Contacts
๐ค NPSP Public Data Dictionary
โ๏ธ The Nonprofit Cloud (Industry)
๐ฒ Fundraising and Marketing
โบ๏ธ Opportunity Record Types
๐ณ Payments and Payment Schedules
๐ฒ General Accounting Units
๐ Recurring Donations
๐ช Soft Credits
๐ Deliverables
๐ต Moves Management
โ๏ธ Engagement Plans
๐๏ธ Levels
โฌ๏ธ Basic NPSP Marketing Functions
๐ชง Campaigns
๐ฃ๏ธ Campaign Influence
โ Contact Roles
โ Mini-Quiz: Fundraising and Marketing
๐ NPSP Data Management and Integration
๐พ NPSP Data Import Object
๐บ๏ธ Custom Mapping
๐ Gift Entry
๐ป Third-Party Apps
โ Mini-Quiz: Data Mapping and Integrations
๐งโ๐คโ๐ง Duplicate Management
๐ Household Management
โ Mini-Quiz: Duplicate and Household Management
๐๏ธ Big, External, and Custom Objects
๐๏ธ Big Objects
๐ External Objects
โ๏ธ NPSP Settings
๐จโ๐ฉโ๐งโ๐ง People Settings
๐ก Household Automatic Naming
๐ Address Table Settings
๐ฏ Leads
๐ค Relationship Settings
๐ท๏ธ Affiliation Settings
๐จโ๐ฉโ๐ฆ Relationships, Reciprocal, and Autocreation
โ Mini-Quiz: People Settings
๐ต Donations Settings
๐ท๏ธ Opportunity Automatic Naming
โ Customizable Rollups
๐ Membership
๐ Payments and GAU Allocations
๐จโ๐ฉโ๐งโ๐ฆ Contact Roles and Campaign Members
๐ฆ Recurring Donation Settings
โ Mini-Quiz: Donations Settings
โ Bulk Data Processing
โ๏ธ Batch Process Settings
๐ Rollup Donations Batch
๐งฎ Rollup Allocations Batch
๐ Batch Create Default Allocations
๐ณ Create Missing Payments
๐๏ธ Refresh Household Names
๐ฟ Refresh Opportunity Names
๐โโ๏ธ Refresh Opportunity Primary Contact
๐ Recurring Donations Batch
๐๏ธ Level Assignment Batch
๐๏ธ Remove Duplicate Primary OCRs
โ Mini-Quiz: Bulk Data Processing
๐ถ System Tools
โด๏ธ Trigger Configuration
๐ฉบ Health Check
โ ๏ธ Error Log
โ Error Notifications
โ Mini-Quiz: System Tools
๐ Analytics
๐ Reports
๐๏ธ Dashboards
โ Mini-Quiz: Reports and Dashboards
โ๏ธ Nonprofit Cloud Solutions
๐ Volunteer Management
โ Mini-Quiz: Volunteers
๐ผ Program and Case Management
๐ Program Management Module
๐ Case Management Module
โ Mini-Quiz: Program and Case Management
๐งฎ Accounting Subledger
โ๏ธ Accounting Settings
๐ค Foundations and Grantmakers
๐ธ Outbound Funds Module
๐ฆ Grants Management
๐ฉ๏ธ Marketing and Engagement Add-ons
๐ก Marketing Cloud for Nonprofits
๐ Marketing Cloud Account Engagement (aka Pardot)
๐ Elevate
โถ๏ธ Implementation Strategies
๐ญ Discovery
๐ฏ Scope of Work
๐ Phases of a Salesforce Implementation
๐๏ธ Plan and Prepare
๐งโ๐ผ Project Team Roles
๐ Implementation Approaches
๐งญ Project Roadmap/Building Timeline
๐ฃ๏ธ Determine Communication Strategies
โ๏ธ Setup and Customize
๐ Define Security Settings
๐ก๏ธ Additional Security Features - Salesforce SHIELD
๐ Customize and Build
๐ Sandbox Types
๐ Test & Deploy
๐ Create a Test Plan
๐ Continuously Improve
๐ Data Governance Best Practices
๐ฅ Build a Center of Excellence
โ V2MOM
๐ Design Tools & Strategies
๐ง Deployment Tools & Strategy
๐ข Working in Production
๐ Application Lifecycle Management
๐ Sandboxes
๐ฅ Preview Sandboxes
๐บ๏ธ Learning Paths
๐ Masterclass: Syllabus and Business Requirements Document
Technopath Masterclass Syllabus
Business Requirements Doc
Products
Course
Section
Lesson
โ Mini-Quiz: Reports and Dashboards
โ Mini-Quiz: Reports and Dashboards
The NPSP Edge: Mastering Salesforce for Nonprofit Success
Buy now
Learn more
Introduction
Why I created this resource
๐ฃ Overview
๐ Study Guide Link Instructions
โ Study Questions
๐ Helpful Links From Other Resources
30-day Study Schedule
Masterclass Information and Coupon Code
๐ฟ Installing NPSP
๐ Trailhead NPSP Playground Setup
๐ Getting NPSP Free Licenses for a Nonprofit
โคต๏ธ Installing Add-on Packages
๐ฅ๏ธ NPSP Data Model
๐ Accounts and Contacts
๐๏ธ Household Accounts
๐ญ Relationships
๐ฌ Addresses
๐๏ธ Organizational Accounts
๐๏ธ Affiliations
โ Mini-Quiz: Accounts and Contacts
๐ค NPSP Public Data Dictionary
โ๏ธ The Nonprofit Cloud (Industry)
๐ฒ Fundraising and Marketing
โบ๏ธ Opportunity Record Types
๐ณ Payments and Payment Schedules
๐ฒ General Accounting Units
๐ Recurring Donations
๐ช Soft Credits
๐ Deliverables
๐ต Moves Management
โ๏ธ Engagement Plans
๐๏ธ Levels
โฌ๏ธ Basic NPSP Marketing Functions
๐ชง Campaigns
๐ฃ๏ธ Campaign Influence
โ Contact Roles
โ Mini-Quiz: Fundraising and Marketing
๐ NPSP Data Management and Integration
๐พ NPSP Data Import Object
๐บ๏ธ Custom Mapping
๐ Gift Entry
๐ป Third-Party Apps
โ Mini-Quiz: Data Mapping and Integrations
๐งโ๐คโ๐ง Duplicate Management
๐ Household Management
โ Mini-Quiz: Duplicate and Household Management
๐๏ธ Big, External, and Custom Objects
๐๏ธ Big Objects
๐ External Objects
โ๏ธ NPSP Settings
๐จโ๐ฉโ๐งโ๐ง People Settings
๐ก Household Automatic Naming
๐ Address Table Settings
๐ฏ Leads
๐ค Relationship Settings
๐ท๏ธ Affiliation Settings
๐จโ๐ฉโ๐ฆ Relationships, Reciprocal, and Autocreation
โ Mini-Quiz: People Settings
๐ต Donations Settings
๐ท๏ธ Opportunity Automatic Naming
โ Customizable Rollups
๐ Membership
๐ Payments and GAU Allocations
๐จโ๐ฉโ๐งโ๐ฆ Contact Roles and Campaign Members
๐ฆ Recurring Donation Settings
โ Mini-Quiz: Donations Settings
โ Bulk Data Processing
โ๏ธ Batch Process Settings
๐ Rollup Donations Batch
๐งฎ Rollup Allocations Batch
๐ Batch Create Default Allocations
๐ณ Create Missing Payments
๐๏ธ Refresh Household Names
๐ฟ Refresh Opportunity Names
๐โโ๏ธ Refresh Opportunity Primary Contact
๐ Recurring Donations Batch
๐๏ธ Level Assignment Batch
๐๏ธ Remove Duplicate Primary OCRs
โ Mini-Quiz: Bulk Data Processing
๐ถ System Tools
โด๏ธ Trigger Configuration
๐ฉบ Health Check
โ ๏ธ Error Log
โ Error Notifications
โ Mini-Quiz: System Tools
๐ Analytics
๐ Reports
๐๏ธ Dashboards
โ Mini-Quiz: Reports and Dashboards
โ๏ธ Nonprofit Cloud Solutions
๐ Volunteer Management
โ Mini-Quiz: Volunteers
๐ผ Program and Case Management
๐ Program Management Module
๐ Case Management Module
โ Mini-Quiz: Program and Case Management
๐งฎ Accounting Subledger
โ๏ธ Accounting Settings
๐ค Foundations and Grantmakers
๐ธ Outbound Funds Module
๐ฆ Grants Management
๐ฉ๏ธ Marketing and Engagement Add-ons
๐ก Marketing Cloud for Nonprofits
๐ Marketing Cloud Account Engagement (aka Pardot)
๐ Elevate
โถ๏ธ Implementation Strategies
๐ญ Discovery
๐ฏ Scope of Work
๐ Phases of a Salesforce Implementation
๐๏ธ Plan and Prepare
๐งโ๐ผ Project Team Roles
๐ Implementation Approaches
๐งญ Project Roadmap/Building Timeline
๐ฃ๏ธ Determine Communication Strategies
โ๏ธ Setup and Customize
๐ Define Security Settings
๐ก๏ธ Additional Security Features - Salesforce SHIELD
๐ Customize and Build
๐ Sandbox Types
๐ Test & Deploy
๐ Create a Test Plan
๐ Continuously Improve
๐ Data Governance Best Practices
๐ฅ Build a Center of Excellence
โ V2MOM
๐ Design Tools & Strategies
๐ง Deployment Tools & Strategy
๐ข Working in Production
๐ Application Lifecycle Management
๐ Sandboxes
๐ฅ Preview Sandboxes
๐บ๏ธ Learning Paths
๐ Masterclass: Syllabus and Business Requirements Document
Technopath Masterclass Syllabus
Business Requirements Doc
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