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      • Get Started with Salesforce and the Nonprofit Starter Pack

      Course Details

      Download PDF
      NPO-101
      2 Days
      $1,700.00
      Request a Course Date

      Get Started with Salesforce and the Nonprofit Starter Pack

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      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
      • Audience

      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

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