Course Overview

The Nonprofit Success Pack (NPSP) is a series of packages, that is managed and installed on top of Salesforce Enterprise Edition. NPSP provide six packages to manage the relationships between donors, households, and companies. NPSP is a fundraising, community engagement, and program management application. The packages in NPSP helps you to use the Salesforce efficiently. The Nonprofit Success Pack provides a flexible, open industry standard data architecture and supports prebuilt constituent and donor management components. NPSP helps a large group of the community supporting developers, users, and partners. Enroll in this session to spend less on paperwork and more time on high-quality product work. NPSP saves time and enables quick installation that allows you to sign in from mobile or social applications to manage your services and deliver them efficiently.

What you will learn

During this course, you will learn to:
1. Manage your contacts
2. Manage your households
3. Deal with donation payments
4. Grant lifecycles
5. Track contacts relationships and donations

Why get enrolled in this course

Enroll in this course to 
1. Manage your contacts and households
2. Track relationships between contacts
3. Track donations
4. Manage donation payments
5. Manage organization accounts and affiliations
6. Manage grant life cycles
7. Create engagement plans

Course Offerings

1. Live/Virtual Training in the presence of online instructors 
2. Quick look at Course Details, Contents, and Demo Videos
3. Quality Training Manuals for easy understanding
4. Anytime access to Reference materials
5. Gain your Course Completion Certificate on the Topic
6. Guaranteed high pay jobs after completing certification

Course Benefits

1. Learn about Non-Profit Success Pack
2. Understand the NPSP installation procedure
3. Manage households, contacts, and organizations
4. Discover the power of Us HUB
5. Handle donations, payments, memberships, and Grants
6. Use NPSP Import tool to import the data into Salesforce
7. Understand user management features
8. Salesforce organization configuration
9. Configure necessary reports

Audience

1. New administrators
2. End users interested in NPSP
3. Salesforce platform Consultants willing to learn NPSP features and functions

Prerequisite

A solid understanding of basic concepts of Salesforce and their functionalities is required.  Completion of the courses listed below helps to understand this certification course quickly

Course Content

Lesson 1: Introduction

This lesson introduces you the Nonprofit Success pack and teaches you the procedure to install the NPSP. This session also covers the power of Us HUB.
a) Nonprofit Success Pack Definition
b) Nonprofit Success Pack Installation
c) Power of Us HUB

Lesson 2: NPSP resource

Salesforce Account object contains all the household, organizations and contact information in NPSP.
a) Handling Households, Organizations, and Contacts
b) Create Households, Contacts, and Organizations
c) Describe the Household, Account model
d) Procedure to set up and manage address information
e) Build and maintain relationships with Contacts

Lesson 3: Donations, Payments, Grants, and Memberships

In the nonprofit scenario, opportunities represent donations; contacts represent donors and accounts represent households.
a) Create Donations
b) Create a Grant
c) Track Memberships
d) Configure Soft Credits  
e) Define Campaigns
f) Measure Campaign effectiveness

Lesson 4: Data Import – Nonprofit Success Pack

This lesson teaches you about the Data import object to transfer their organization’s existing donor data to Salesforce. Salesforce analytics cloud helps you with big data analysis from multiple data sources.
a) Elements in the import process
b) Prepare and clear data
c) Import data using the NPSP Data Importer tool   

Lesson 5: Salesforce General Salesforce Administration and Reporting

Salesforce Administration and Reporting is designed for an easy to use approach. NPSP Reports and dashboards are user-friendly with drag and drop interface allowing for easy creation of reports.
a) Set the Company Profile as per your organization’s composition
b) Create user records  
c) Configure profiles and assign them to users
d) Run necessary reports and configure filtration settings

FAQs

1. What is Nonprofit Success Pack?
The Nonprofit Success Pack consists of a series of managed packages installed on top of Salesforce Enterprise Edition. NPSP contains six packages that allow you to use Salesforce to handle the core relationships between individual donors, households, and the companies.

2. The Nonprofit Success Pack is an Open Source Project? Yes or No?
The Nonprofit Success Pack is an open-source, BSD-licensed package. Salesforce.org displays all the packages and source code. Code repository contains all the code, tags, issue list, and release notes. Salesforce.org Wiki provides the contributor restrictions. As NPSP is an open source project, developer contributions and ideas are always accepted by Salesforce.

3. What do you gain by developing skills with NPSP?
The more you get experienced with NPSP, the more you can reduce error, save time and perform automated processing for achieving nonprofit objectives.  Making the Data work as per your mission is a great success with NPSP, and this is possible by enrolling for a course on NPSP.

4. What is the power of Us HUB?
The Us HUB is very vital for NPSP as it serves as one point for all resources. The Us HUB helps customers to locate resources and training related to nonprofit and higher education users and connect with all employees.

5. What is an Account Model?
The relationships between companies business model and their contacts and the way they interact with each other are known as account model.

6. What are the functionalities of NPSP?
NPSP supports the following features:
a) Household Account Model: Enables creating new account model and individual bucket account models.
b) Lightning Ready: Provides a modern and intelligent user experience and enables faster and smarter work
c) Deliverables: Allows to track deadlines for gifts and grants
d) Partial Soft credits:  Pass on a portion of a larger donation to any individual using soft credit method
e) Engagement plans: Improve fundraising, volunteering or program involvement by creating a set of tasks
f) Levels: Segment constituents are broken down into levels based on donations, volunteer hours and other variables.

7. Can we use NPSP in other countries apart from the US?
You can use NPSP internationally. NPSP supports many other languages and currencies. NPSP supports translations for Spanish, German and Japanese.

8. Why does NSPS require standard data architecture?
Data is the most vital technical asset for any organization.  Data architecture serves as the base in determining the way data can be organized, maintained and integrated into any organization. Success is assured for any organization if the data is set up in the right way. NPSP ensures success for your company by using the standard data architecture.