Salesforce NPSP and Nonprofit Cloud HandsOn Video Course
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).
Module 1: Introduction the Salesforce Nonprofit Success Pack
Module 2: Managing Households, Organizations and Contacts
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3
Module 1 objectives -
4
What is the NPSP?
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5
What is an org?
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6
How is the NPSP maintained?
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7
Power of Us Hub
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8
Log into the Power of Us Hub
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9
Tour of the Power of Us Hub
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10
NPSP at the Github
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11
Installing the NPSP
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12
NPSP upgrades
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13
What version of NPSP is installed?
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14
Welcome to our fictional organization
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15
Demo - Log into Salesforce and Edit your profile
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16
Help & Training
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17
Help & Training or the Power of Us Hub
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18
Standard Salesforce Objects and Tabs
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19
NPSP Objects and Tabs
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20
Tour of the Salesforce Application Part 1
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21
Tour of the Salesforce Application Part 2
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22
Module 1 Quiz
Module 3: Donations, Payments, Grants and Memberships
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23
Module 2 Objectives
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24
Terminology
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25
Compare Household Account and Organizational Account
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26
Household Settings
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27
Add a Contact to a Household
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28
Primary Household Contact
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29
Contact Address Override
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30
Address Override - Demo
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31
Relationships
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32
Relationships - Demo
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33
Affiliations
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34
Affiliations - Demo
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35
Module 2 Quiz
Module 4: Campaign Management
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36
Module 3 objectives
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37
Recording Donations
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38
Soft Credits and Contact Roles
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39
Donations and Payments
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40
Add a donation
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41
Contact Roles
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42
Grants
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43
Grants related list
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44
Recording Grants - Demo
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45
Memberships
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46
Memberships Settings
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47
Create Membership - Demo
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48
Soft Credits
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49
Soft Credits - Demo
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50
Module 3 Quiz
Module 5: Data Import with the Nonprofit Success Pack
Module 6: General Salesforce Administration
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