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Salesforce Get Started with Salesforce and the Nonprofit Starter Pack (NPO101)

Course Overview

This 2-day hands-on training will show students how the Salesforce Foundation's Nonprofit Starter Pack (NPSP) can help them keep better track of their contacts, maximize donations, and even import their existing donor data.

Who Should Attend

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.

Course Objectives

When you complete this course, you'll be able to:Understand what the Nonprofit Starter Pack is and how to install it Log in and explore the Power of Us HUB Manage Households, Organizations, and Contact information Record Donations, Payments, Grants, and Memberships Import data into Salesforce using the NPSP Data Import tool Configure baseline Salesforce organization and user management features Run and configure basic reports Administer a subset of the Nonprofit Starter Pack settings

Course Outline

1 - 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

2 - OBJECTS & FIELDS

  • Describe the capabilities of objects on the Force.com platform
  • Create a custom object
  • Create custom fields
  • Create relationship fields

3 - MANAGING HOUSEHOLDS, ORGANIZATIONS, & CONTACTS

  • Create Households, Contacts, and Organizations
  • Explain the Household Account model
  • Explain how to create and manage address information
  • Create relationships between Contacts

4 - DONATIONS, PAYMENTS, GRANTS, & MEMBERSHIPS

  • Create Donations
  • Create a Grant
  • Track Memberships
  • Explain Soft Credits and how to configure them

5 - 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

6 - GENERAL SALESFORCE ADMINISTRATION & 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

Enroll Today

This is a 2-day class

Price: $1,700.00
Payment Options

ILT Instructor‑Led Training

OLL Online LIVE

GTR  Guaranteed to Run

Class times are listed Eastern time. This class is available for Private Group Training

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