Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

This introduction video gives you an idea of the content, topics and objective of the video training series.

We will discuss:

• Introduction and housekeeping 
• How we will deal with changes and updates to the salesforce.com platform
• Is your salesforce.com instance eligible for upgrade?
• You will need a NPSP that precedes the 3.0 version along with an Enterprise Edition (EE) of salesforce.com licenses to upgrade.
• We will look in salesforce.com to find out all the information you need to know to find out if you can upgrade.
• We will go over sandbox options- Developer, Developer Pro, Partial Copy (not recommended), Full Sandbox (ideal, but there is a cost associated with it.) You can manually populate data into a Developer Pro. Not ideal, but an option.

You will learn:

• The options to keep or change your data model. 
• Account model options: One-to-One, Individual Bucket & Household Account model.
• How to find out what your account model is based on this review.
• Why you want to consider converting your data model to the Household Account model.

You will learn how to:

• Check your data before upgrading (ideal to check now, but will be caught during errors thrown in the health check and/or account conversion process.
• Things to watch out for like incorrect _system field settings, donations without contacts, records owned by inactive users, etc. 
• Back up data in salesforce.com

You will learn how to:

• Lock out users during the upgrade time period
• That you need to temporarily disable all 3rd party apps or integrations from writing to salesforce.com during the upgrade time period.
• Why it's important to talk to any developers that administer 3rd party apps or integrations connected to your salesforce.com instance to find out the implications of upgrading to the NPSP 3.0 managed package.
• Get help if you get stuck in the upgrade process.

You will learn how to:

• Sandbox options and options to add data to your sandbox (reveiw) 
• Enter data into sandbox by hand. You may have more errors to fix during the actual upgrade process
• Create your sandbox

You will how to:

• Locate and log into your sandbox from your production org or apart from your productions org
• Find the NPSP 3.0 Installer and install it into your sandbox environment

You will learn how to:

• Access the "Upgrading to NPSP V3" support group in the Power of Us Hub 
• Walk through all the post install steps according to the instructions provided

You will learn how to:

• Complete the post-upgrade checklist
• Modify page-layouts and delete deprecated fields

You will learn how to:

• Access the Account Model Conversion Utility 
• Address any errors thrown during this process (if applicable for your sandbox)

You will learn how to:

• Complete the rest of the post-upgrade checklist items

You will learn how to:

• Finish addressing Errors in the Utility Tool

You will learn how to:

• Install the NPSP into your production environment
• Check the account model post-upgrade
• Run the health check
• Prepare to address errors

You will learn how to:

• Decode error and fix errors presented in the Health Check process
• Create new stages for pick-lists
• Fix One-to-One accounts without contacts
• Create a custom report to isolate these "problem" records
• Either update or manually delete offending records

You will learn how to:

• Fix One-to-One accounts with incorrect systems fields and/or record types
• Fix problem record via reports, export data to a .csv and correct it using dataloader.io

You will learn how to:

• Update incorrect record types

You will learn how to:

• Correct all One-to-One accounts so they are seen by salesforce as a try 1:1- Must have correct system settings, primary contact (on the account layout) must be set to the individual contact for that 1:1 account
• Perform an update of all 1:1 contacts that have a blank "primary contact" field using dataloader.io

You will learn how to:

• Find contacts w/o an associated household
• Isolate these "problem records"
• Create new households, exporting ids and matching them to the contacts using the V-Lookup operation in Excel 
• Update and fix these using the dataloader.io

You will learn how to:

• Find empty household object records and delete them using the dataloader.io

You will learn how to:

• Complete the items in the post-upgrade list in preparation for the account model conversion process
• Complete the post-upgrade items for your production install; (we will speed the video up here since we already did this in the sandbox, but you can slow it down if needed)

You will learn how to:

• Change your account model in the NPSP settings
• Fix records owned by inactive users
• Make the household record type available to yourself as an admin to complete the conversion

You will learn how to:

• Update records with inactive users

You will learn how to:

• Update opportunity (donation) records with inactive users
• Run the account model conversion tool
• Complete the post account model conversion check-list items