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04:18. cautious than not. 10 questions. Welcome to the Nonprofit Success Pack installer! To see a list of all the accounts in your organization, click the Accounts tab in the navigation bar. Go to login.salesforce.com (or your organization’s custom URL, if there is one). Salesforce Nonprofit Success Pack™ (NPSP) is an open-source, highly customizable platform that allows nonprofits the ability to configure and customize a … After completing this unit, you’ll be able to: Now that Michael has completed the critical task of logging in to Nonprofit Success Pack (NPSP) for the very first time, he needs to understand the underlying data structure before going any further—and so do you. How to Set Up the Classy NPSP Extension. He wants to be absolutely sure that his donation to NMH goes through, so he reopens his browser. Each object is a data table that can contain many different types of records and field data that interact and relate within that table as well as You can always come back to the Getting Started tab to find the links again. First, you must assess if your organization and you are eligible to receive the Salesforce free licenses. Locate and identify common navigation tools. Now that the Salesforce Foundation has two products for nonprofits - NPSP and NGO Connect - which are significantly different about the traditional Salesforce products tested on the admin exam, I think it's really important to have an admin-style exam for the prodicts specific to nonprofits. Accounting Subledger prepares all donation data for your financial systems. If you think a new object or field could help you better understand or engage your constituents, work with the Salesforce admin at your organization Click Edit Favorites at the bottom of the list to remove, reorder, or rename your favorites. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. use to check your bank account (or at least you shouldn’t). Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. The Salesforce Nonprofit Success Pack is a free solution offered to organizations to help them get started using their Salesforce CRM. Your Salesforce Organization ID; Your Region and Language; With this information, we can securely identify your trial instance and connect it to the Power of Us application. What we do with your information. NPSP SETTINGS AND ADMINISTRATION Well, not everything. List of Salesforce.org NPSP documentation. Recordings and resources. to see what you can do to make the technology better fit your needs. Let’s There are two types of accounts in NPSP: household and organization. If you encounter something unexpected, unfamiliar, or that feels a little phishy, check with your admin. After logging in and verifying his account, Michael sees the Getting Started page in NPSP. glassy eyes, that’s ok. Take a break and come back when you’re ready. A candidate should have hands-on experience implementing Service Cloud solutions and have demonstrated the application of each of the features/functions below. Uh-oh. Depending on your permissions, many of the options will be read-only or unavailable. Save Saved Remove main window. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. Version: 9.190519xxxx Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. Find learning resources from within NPSP. If you need some time before you start or would like some more background and context on Salesforce and NPSP, we suggest you review dashboards (advocacy waits for no one!). a third-party app, Charlie’s browser crashed. Even users at the same organization can have different Home pages (if the admin set it up that way). The contact object is for keeping track of data associated with individuals: clients, volunteers, donors, members, staff, and anyone else. A friend brings Charlie Gibbons to a public meeting on homeless issues organized by NMH. Given a user requirement to track on-going (more than one) donations in Salesforce, use the NPSP Settings to enable recurring giving functionality that meets the requirements. More realistically, you might want to track people’s newsletter subscription preferences. Gorav Patel, the awesome Salesforce admin at NMH, is on top of his game. It’s designed to help nonprofits with common use cases such as constituent management, fundraising, marketing and communications, and program management. At this point, Charlie’s lead record is converted to a contact, and his complete personal information and volunteering skills and preferences are added to his record. Returning to the NMH website, he submits a message through the website, asking to confirm that his donation Week 3 - Get Started: Build Custom Objects for Program Management . Dessert is always pie. NPSP changes the behavior of these standard Salesforce buttons. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. Tour of the Salesforce Application Part 2. How all of the objects, fields, and records relate to one another is the data model. Click on the icon to see a list of changes and jump to an item. You may use both of these apps simultaneously, but it is important to understand how these two apps work so you can configure them to work in concert with … An account record can have more than one associated contact, but it’s not a requirement. place with the least amount of clicks. Before uninstalling NPSP, you must restore the behavior to use default Salesforce pages. Support agents, like internal help desks or external client support teams, can use cases to track an issue to resolution. A contact’s question, feedback, or issue. Individual people with whom your organization has a relationship. Add to Favorites. Just apps, objects, and fields are either standard or custom. NPSP sits on top of the standard Salesforce enterprise edition and helps you manage all of these relationships and make sure donations are attributed to the proper account. you need from the same place in Salesforce, and they work together to connect all of your data across departments. But depending on which of the many hats you wear at your organization, you might also work with other apps. representatives, while others may have several contacts, like an account for a family. After exploring a few of the Getting Started links, Michael is ready to go Home. Now on to NPSP Data Importer. the NMH donation page. Salesforce Customer Secure Login Page. In the next unit, we’ll jump back into NPSP and show you how to customize your settings and start using important navigation tools that will get you to the right Learn how to keep your NPSP implementation healthy and effective. and in Salesforce. In the list of objects, click the name of one of the objects listed above. Add to Trailmix. If the title didn’t give it away, the Getting Started page is there to help you get started and take your first learning steps. So you see here that we’re using the same objects, accounts, contacts and opportunities but we’re using them in a way that’s more aligned with how nonprofits work. Learn how to set up the Classy Nonprofit Success Pack Extension (Classy for NPSP), an additional package that enables you to leverage the full functionality of Classy for Salesforce with a direct integration to NPSP custom objects. Click Import. Check out some of the success stories from the organizations we’ve worked with around the world. records, and how they all work together in Salesforce. We can’t help with all of your encounters. It’s the first step to configuring the solution for your nonprofit. AppExchange is the leading enterprise cloud marketplace with ready-to-install apps, solutions, and consultants that let you extend Salesforce into every industry and department, including sales, marketing, customer service, and more. get started on that). Salesforce Nonprofit application NPSP is a set of managed packages which sits on top of a typical Salesforce instance. Non-Profit Organizations can use free NPSP (Non-profits Prosperity Pack). Last week, Gorav set up a Salesforce user account for Michael. Login to your Salesforce Customer Account. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. Web-based tool for installing Salesforce products. Now all Michael (or you) needs to do to log in to Salesforce for the very first time is follow these instructions: With the account set up, on subsequent visits you (or Michael) will follow these steps: You might also need to follow additional authentication steps, if your admin set anything up for your organization. The set of tabs and functionality that belong to the app. one. tags ~45 mins. Follow the instructions to set the password and security question. Module 1 Quiz. Just like an actual home in the real world, you can think of your Salesforce Home as the place to go to feel grounded. • Import data into Salesforce using the NPSP Data Import Tool. Staff can send reminder emails for upcoming shifts, thank volunteers quickly for investing their time, and keep them engaged by posting volunteer opportunities on an interactive web calendar. Organization accounts are for representing anything that’s not an individual household, including other nonprofit agencies, government institutions, foundations, corporate donors, volunteer groups, and businesses (and you’ll also learn how to create them Charlie is interested in getting involved with NMH, but he’s not sure how. Household accounts are for, yep, you guessed it, households. Charlie also includes These flexible options mean that there are multiple paths for integrating data between your student (EDA) and fundraising (NPSP) orgs. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. In Salesforce, data is organized primarily by objects, fields, and records. Each one is designed to store and organize a specific type of data but they’re all related in the real world Standard versions are the same across every Salesforce org and can be modified in some ways, but you can also create brand new custom apps, objects, and fields that are If you have an active social media strategy you are likely to use a tool … app for managing those interactions, and if you organize volunteer events, you might use Volunteers for Salesforce. Open and read the welcome email from Salesforce. What is important, however, is that you know that Salesforce is highly customizable. Incomplete. Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce’s Enterprise platform. Our goal is to help you improve efficiencies, streamline processes, programs and operations and accelerate your overall impact. No matter the level of customization, you can access all the apps Recurring Donations - Overview and Setup (article) office, Michael sits down at his new work space and begins to familiarize himself with Salesforce and NPSP. Case closed!). Today is Michael Aviran’s first day as a new member of the communications and advocacy team at NMH. or voting districts, and more. As the volunteer day draws near, Charlie realizes he has a conflict and can’t attend, so he instead makes a one-time donation, logged as an opportunity, to support NMH’s efforts. Context-specific help and links to more training resources, including walkthroughs, video tutorials, and Trailhead. After completing this unit, you’ll be able to: Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce’s Enterprise platform. add a custom field on the standard contact object to track people’s favorite ice cream flavors. 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