Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0
- Description
- Curriculum
- FAQ
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Are you still on the legacy version of the NPSP? If you can’t pay a fancy consultant $10,000 or more to perform the upgrade and are afraid to execute it yourself, this course is for you! This course will walk through all the steps to help you upgrade your salesforce NPSP to the most recent version (3.65.) Don’t wait around to take advantage of the newest feature of this package especially designed for nonprofits and NGO’s like: address management and verification, advanced soft credit handling, auto-propagation to mobile (Salesforce1), grant handling and more. With this course, you will be able to upgrade to the NonProfit Starter Pack 3.0 for any salesforce NPSP instance quickly and easily.
- Ideal for salesforce admins who have some experience (at least 12 months) with salesforce and the legacy NPSP
- 3+ hours of video content with live demos of configuration IN ACTION
- PDFs, related guide and utilities in resource section for related lectures.
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8Post-Upgrade Check-List Items Part 1
You will learn how to:
- Access the "Upgrading to NPSP V3"Â support group in the Power of Us HubÂ
- Walk through all the post install steps according to the instructions provided
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9Post-Upgrade Check-List Items Part 2
You will learn how to:
- Complete the post-upgrade checklist
- Modify page-layouts and delete deprecated fields
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14Health Check & Fixing Errors Part 1: One-to-One Account w/o Contacts
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
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15Health Check & Fixing Errors Part 2: One-to-One Accounts w/ Wrong System Fields
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
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16Health Check and Fixing Error Part 3: Fixing Record Types with Dataloader.io
You will learn how to:
- Update incorrect record types
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17Health Check and Fixing Errors Part 4: More One-to-One Accounts w/o Contact
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
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18Healthcheck and Fixing Errors Part 5: Fixing Contacts with No Households
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 ExcelÂ
- Update and fix these using the dataloader.io
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19Healthcheck and Fixing Error Part 6: Empty Households
You will learn how to:
- Find empty household object records and delete them using the dataloader.io
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21Account Model Conversion Part 1: Addressing Errors in the Utility Tool
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
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22Account Model Conversion Part 2: Updated Record Owned by Inactive Users
You will learn how to:
- Update records with inactive users
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23Account Model Conversion Part 3: Running the Conversion Utility
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