Get Started with Salesforce and the Nonprofit Starter Pack

Master the Salesforce Nonprofit Starter Pack and amplify your nonprofit's impact through expert contact management and enhanced donation tracking in our comprehensive 2-day training for both beginners and seasoned administrators.

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Essential Skills Gained

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Understand the Nonprofit Starter Pack and its benefits.

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Design custom objects and fields within Salesforce.

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Manage nonprofit contacts and optimize donation processes.

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Implement data import strategies using the NPSP Data Importer tool.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • New Nonprofit Starter Pack administrators
  • End users seeking an NPSP overview
  • Salesforce platform consultants
  • Nonprofit technology specialists

Description

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.

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Upcoming Course Dates

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Course Outline

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Objects and Fields

  1. Describe the capabilities of objects on the Force.com platform

  2. Create a custom object

  3. Create custom fields

  4. Create relationship fields

Introduction

  1. Explain what the Nonprofit Starter Pack is and how it is developed

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

Managing Households, Organizations, and Contacts

  1. Create Households, Contacts, and Organizations

  2. Explain the Household Account model

  3. Explain how to create and manage address information

  4. Create relationships between Contacts

Donations, Payments, Grants, and Memberships

  1. Create Donations

  2. Create a Grant

  3. Track Memberships

  4. Explain Soft Credits and how to configure them

Data Import – Nonprofit Starter Pack

  1. Identify the elements involved in the import process

  2. Explain the steps to prepare clean data

  3. Use the NPSP Data Importer tool to import data into Salesforce

General Salesforce Administration and Reporting

  1. Set the Company Profile according to your organization’s composition

  2. Create user records with the proper settings

  3. Configure profiles and assign them to users

  4. Run basic reports and configure filtration settings

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.