Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0
A step-by-step tutorial to upgrading legacy instances of the NPSP to the most recent NPSP 3.0 managed package
Complete an upgrade of the NPSP 3.0 in a salesforce instance
Learn to assess an organization's salesforce instance for a smooth upgrade
Evaluate the state of an organization's data and data model before proceeding with the upgrade
Create a sandbox or test environment to execute a "mock" upgrade before instaling the upgrade in production
Perform post-upgrade steps for a seamless transition from the legacy NPSP to the most recent package (3.65 as of this writing)
Run a system-wide "Health Check" and clean up errors with data manipulation operations
Learn to create & filter reports to export salesforce data to CSV format and manipulate it for use in dataloder.io (free tool) for data migration needs
A quick overview of MS Excel V-Lookup operation included!
Use the dataloader.io to mass update and insert records to fix health check errors
Use the Account Model Conversion Utility to change your salesforce instance's account model to the Household (HHD) account model. (In this tutorial, we'll convert from a 1:1 model to HHD account model.)
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.
Pre-Upgrade Assessment Part 1
Log Into Your Sandbox and Install the NPSP 3.0 Packages
Post Upgrade Checklist Items
Converting to the Household Account Model ( From the 1:1 Model)
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8
Post-Upgrade Check-List Items Part 1You 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
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9
Post-Upgrade Check-List Items Part 2
You will learn how to:
- Complete the post-upgrade checklist
- Modify page-layouts and delete deprecated fields
Post Account Model Conversion Checklist
Installing the NPSP into Production
Healthcheck & Fixing Errors
Post Upgrade Checklist (Production)
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14
Health 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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15
Health 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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16
Health 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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17
Health 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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18
Healthcheck 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 Excel
- Update and fix these using the dataloader.io
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19
Healthcheck and Fixing Error Part 6: Empty Households
You will learn how to:
- Find empty household object records and delete them using the dataloader.io
Final Thoughts & Tips
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21
Account 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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22
Account Model Conversion Part 2: Updated Record Owned by Inactive Users
You will learn how to:
- Update records with inactive users
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23
Account 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
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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