Get Started with Salesforce and the Nonprofit Starter Pack

Are you looking to bring the power of Salesforce to a nonprofit organization? Whether you are an experienced Salesforce Administrator, or completely new to Salesforce, this 2-day hands-on training will show you how the Salesforce Foundation’s Nonprofit Starter Pack (NPSP) can help you keep better track of your contacts, maximize donations, and even import your existing donor data.

Course Outline

Objects and Fields

  • Describe the capabilities of objects on the


Force.com platform

  • Create a custom object

  • Create custom fields

  • Create relationship fields


Introduction

  • Explain what the Nonprofit Starter Pack is and how it is developed

  • See the Power of Us HUB and why it is an important NPSP resource


Managing Households, Organizations, and Contacts

  • Create Households, Contacts, and Organizations

  • Explain the Household Account model

  • Explain how to create and manage address information

  • Create relationships between Contacts


Donations, Payments, Grants, and Memberships

  • Create Donations

  • Create a Grant

  • Track Memberships

  • Explain Soft Credits and how to configure them


Data Import – Nonprofit Starter Pack

  • Identify the elements involved in the import process

  • Explain the steps to prepare clean data

  • Use the NPSP Data Importer tool to import data into Salesforce


General Salesforce Administration and Reporting

  • Set the Company Profile according to your organization’s composition

  • Create user records with the proper settings

  • Configure profiles and assign them to users

  • Run basic reports and configure filtration settings

Audience

Get Started with Salesforce and the Nonprofit Starter Pack is designed for:

  • New Nonprofit Starter Pack administrators and end users interested in a basic overview of the NPSP

  • Salesforce platform consultants interested in NPSP features and functionality

Available Course Dates

09/07/2017 11:30 am - 09/08/2017 8:00 pm
Click here to sign up for this class