Salesforce NPSP and Nonprofit Cloud HandsOn Video Course
- Description
- Curriculum
- FAQ
- Reviews
You do not need to have a prior experience in Salesforce as the course takes you from basic to advanced concepts.
By the end of this fast track video course, you will be able to use, administer and customize a Salesforce organization of any size with the Non-Profit Success Pack (NPSP) installed.
You will be able to:
• Explain what the Non-Profit Success Pack (NPSP) is and how to install it.
• Manage Households, Organizations and Contact information.
• Record Donations, Payments, Grants and Memberships.
• Establish the use of Campaigns to measure the effectiveness of initiatives.
• Import data into Salesforce using the NPSP Data Import Tool.
• Configure the baseline Salesforce organization and user management features.
• Administer a subset of the Non-Profit Success Pack (NPSP).
-
3Module 1 objectives
-
4What is the NPSP?
-
5What is an org?
-
6How is the NPSP maintained?
-
7Power of Us Hub
-
8Log into the Power of Us Hub
-
9Tour of the Power of Us Hub
-
10NPSP at the Github
-
11Installing the NPSP
-
12NPSP upgrades
-
13What version of NPSP is installed?
-
14Welcome to our fictional organization
-
15Demo - Log into Salesforce and Edit your profile
-
16Help & Training
-
17Help & Training or the Power of Us Hub
-
18Standard Salesforce Objects and Tabs
-
19NPSP Objects and Tabs
-
20Tour of the Salesforce Application Part 1
-
21Tour of the Salesforce Application Part 2
-
22Module 1 Quiz
-
23Module 2 Objectives
-
24Terminology
-
25Compare Household Account and Organizational Account
-
26Household Settings
-
27Add a Contact to a Household
-
28Primary Household Contact
-
29Contact Address Override
-
30Address Override - Demo
-
31Relationships
-
32Relationships - Demo
-
33Affiliations
-
34Affiliations - Demo
-
35Module 2 Quiz
-
36Module 3 objectives
-
37Recording Donations
-
38Soft Credits and Contact Roles
-
39Donations and Payments
-
40Add a donation
-
41Contact Roles
-
42Grants
-
43Grants related list
-
44Recording Grants - Demo
-
45Memberships
-
46Memberships Settings
-
47Create Membership - Demo
-
48Soft Credits
-
49Soft Credits - Demo
-
50Module 3 Quiz