Incomplete. Follow the instructions to set the password and security question. The Home page is a highly customizable Salesforce element, so yours will look different than Michael’s and any other example. Learn how to set up the Classy Nonprofit Success Pack Extension (Classy for NPSP), an additional package that enables you to leverage the full functionality of Classy for Salesforce with a direct integration to NPSP custom objects. Consulting Partners are critical in each nonprofit’s journey to success with the NPSP, … Now all Michael (or you) needs to do to log in to Salesforce for the very first time is follow these instructions: With the account set up, on subsequent visits you (or Michael) will follow these steps: You might also need to follow additional authentication steps, if your admin set anything up for your organization. Your Salesforce Organization ID; Your Region and Language; With this information, we can securely identify your trial instance and connect it to the Power of Us application. Incomplete. It’s designed to help you manage your day and keep you focused on what’s important. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. He wants to be absolutely sure that his donation to NMH goes through, so he reopens his browser. Salesforce Customer Secure Login Page. Not to worry, you can find it yourself by clicking the App Launcher and searching there But depending on which of the many hats you wear at your organization, you might also work with other apps. Although your Home page is unique, many important navigation tools you see across the top of the page are universal. Find the importer through the App Launcher to get started. add a custom field on the standard contact object to track people’s favorite ice cream flavors. Using a tablet, Charlie fills out a simple online form to join the NMH newsletter list. (Turns out the donation went through ok and the issue was with Charlie’s browser, not Go to the App Launcher (), enter NPSP in the search bar, and select NPSP Data Imports. In the NMH example, the Gibbons household account was created when Charlie became a contact. The Volunteers for Salesforce (V4S) app helps inspire volunteers and enrich their experiences by matching jobs with their skills and availability. help you better focus on the task at hand. Let’s say you want to keep track of all your contacts. NMH, for example, has a custom Market & Pantry app to help them manage their food pantry inventory and a custom object for keeping track of visits to the emergency shelter. What is important, however, is that you know that Salesforce is highly customizable. We’ll still be here. We also suggest you take a look at the Trailhead resource for Nonprofit A friend brings Charlie Gibbons to a public meeting on homeless issues organized by NMH. one. Salesforce Nonprofit Success Pack™ (NPSP) is an open-source, highly customizable platform that allows nonprofits the ability to configure and customize a … To create a favorite, go to a page you want to save and click the star. After you log in to Salesforce, you can click the Potential and actual revenue, like donations, grants, or membership fees that fund your organization. Find learning resources from within NPSP. Accounting Subledger prepares all donation data for your financial systems. This could be donors, volunteers, clients, or anyone else. Open and read the welcome email from Salesforce. Home tab on the navigation bar anytime you need to center yourself. Each object is a data table that can contain many different types of records and field data that interact and relate within that table as well as If you work with clients, you might use a Case Management How all of the objects, fields, and records relate to one another is the data model. First, you must assess if your organization and you are eligible to receive the Salesforce free licenses. But hold up: Michael is about to jump right in and start learning how he’ll interact with Salesforce in his daily life. Gorav Patel, the awesome Salesforce admin at NMH, is on top of his game. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. In Setup, click the Object Manager tab. Charlie is interested in getting involved with NMH, but he’s not sure how. To the Salesforce Home page, that is. Salesforce.org is committed to assisting Nonprofits and Education Institutes to find the optimum solution for their needs. No matter the level of customization, you can access all the apps If you think a new object or field could help you better understand or engage your constituents, work with the Salesforce admin at your organization After completing this unit, you’ll be able to: Now that Michael has completed the critical task of logging in to Nonprofit Success Pack (NPSP) for the very first time, he needs to understand the underlying data structure before going any further—and so do you. when you learn how to create household accounts). A household is automatically created when you create a new contact in NPSP (which we’ll show you how to do elsewhere, see the link for Constituent Data Management in the Resources section below). You’ll see many of the same tools and options no matter what page you’re on. Organization accounts are for representing anything that’s not an individual household, including other nonprofit agencies, government institutions, foundations, corporate donors, volunteer groups, and businesses (and you’ll also learn how to create them He’s full of energy and great ideas for community engagement, but before he can get new outreach and advocacy efforts off the ground, Michael needs to be well-versed with the technology NMH uses. Click Edit Favorites at the bottom of the list to remove, reorder, or rename your favorites. Household accounts are for, yep, you guessed it, households. IMPORTANT: Salesforce does not recommend installing directly in production organizations. Click to open and the global action editing window stays with you until you close it, even if you navigate to another page in your NPSP changes the behavior of these standard Salesforce buttons. You may use both of these apps simultaneously, but it is important to understand how these two apps work so you can configure them to work in concert with … Add to Trailmix. Let’s take a closer look at some of the most important ones: Sometimes the first step is the hardest one, but you have already taken it. That’s because the team has been eagerly awaiting Michael’s arrival and has already assigned him a task, invited him to an event, added him to groups, and given him access to key The Salesforce NPSP uses and expands upon … records, and how they all work together in Salesforce. If you’re reading this, we assume that your organization already has Salesforce set up (or is deep into the set up process), you know Unlikely. AppExchange is the leading enterprise cloud marketplace with ready-to-install apps, solutions, and consultants that let you extend Salesforce into every industry and department, including sales, marketing, customer service, and more. Without Salesforce, you might start a new spreadsheet and have a tab for people and another tab for organizations. Just apps, objects, and fields are either standard or custom. you need from the same place in Salesforce, and they work together to connect all of your data across departments. List of Salesforce.org NPSP documentation. Now on to NPSP Data Importer. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. The Recurring Donations feature in the Nonprofit Success Pack (NPSP) lets you keep a track of gifts from donors over a period of time. Locate and identify common navigation tools. More realistically, you might want to track people’s newsletter subscription preferences. When Charlie’s partner was added as a contact, they were added to the existing Gibbons household account record instead of having a new account created separately Check out some of the success stories from the organizations we’ve worked with around the world. In your day-to-day, you probably don’t need to know which parts of your Salesforce instance are standard and which are custom (unless you happen to be the admin at your organization, and in that case, look for a link in the Resources section to help you get started on that). The Salesforce Nonprofit Success Pack is a free solution offered to organizations to help them get started using their Salesforce CRM. After exploring a few of the Getting Started links, Michael is ready to go Home. Insights Platform Data Integrity* helps cleanse and clarify your data, making it accurate, complete, and reliable. Context-specific help and links to more training resources, including walkthroughs, video tutorials, and Trailhead. Depending on your permissions, many of the options will be read-only or unavailable. totally unique to your organization. Access to administrative, platform, and general account setup settings. Add to Favorites. Describe the relationships between contacts and accounts. main window. Even users at the same organization can have different Home pages (if the admin set it up that way). Recurring Donations - Overview and Setup (article) Distinguish between household and organization accounts in NPSP. Notable updates and changes in your account, including task reminders and approval requests. Apps are also the primary way you interact with the Salesforce platform. Discounts on the price of certain Non-SFDC Applications available on the Salesforce AppExchange *Please note, Salesforce.org does not donate to, or provide discounts to, organizations in the following countries: Cuba, Iran, Syria, North Korea, Sudan, China (including mainland China, Hong Kong and Macau), and the Crimea region of Ukraine. information about his partner, who is then also added as a separate contact, but is grouped with Charlie in the same household account record. In Salesforce, data is organized primarily by objects, fields, and records. If you need some time before you start or would like some more background and context on Salesforce and NPSP, we suggest you review 04:18. 10 questions. How to Set Up the Classy NPSP Extension. Login to your Salesforce Customer Account. It’s designed to help nonprofits with common use cases such as constituent management, fundraising, marketing and communications, and program management. Save Saved Remove After receiving and reading the newsletter, he's dashboards (advocacy waits for no one!). What we do with your information. To see a list of all the accounts in your organization, click the Accounts tab in the navigation bar. or voting districts, and more. This is how nonprofits typically use these objects to track and organize data: To get a sense of how all of these objects might work at a nonprofit, let’s take a look at how No More Homelessness (NMH) uses them to organize their data. If you finish this unit with For general Salesforce documentation, visit help.salesforce.com. Michael is surprised that his Home page is already full of information. Within the people tab, you might have columns for names, addresses, and phone numbers. A red circle appears on the icon when there are new notifications. At this point, Charlie’s lead record is converted to a contact, and his complete personal information and volunteering skills and preferences are added to his record. You might not need a custom app or object like NMH, but maybe you want to Week 1 - Get Started: Configure NPSP for Program Management . leadership. Support agents, like internal help desks or external client support teams, can use cases to track an issue to resolution. Salesforce supports a variety of integration strategies, including REST and SOAP APIs, event-driven architectures, and external objects via Salesforce Connect. Returning to the NMH website, he submits a message through the website, asking to confirm that his donation Contribute to the NPSP Open Source Community ~15 mins. NPSP SETTINGS AND ADMINISTRATION than when you’re in the accounts object. Anything in Salesforce, that is. Michael recently completed a degree  in public policy, so he’s really excited to be joining a nonprofit with such a clear mission and organized and thoughtful Recordings and resources. It’ll be more reading, less exploring, but we promise we’ll get you back inside the technology before long. One person = one contact record. Charlie is added to the NMH newsletter email campaign. tags ~45 mins. Given a user requirement to track on-going (more than one) donations in Salesforce, use the NPSP Settings to enable recurring giving functionality that meets the requirements. Week 3 - Get Started: Build Custom Objects for Program Management . Elevate* includes online donation forms and integrated payment services. In the next unit, we’ll jump back into NPSP and show you how to customize your settings and start using important navigation tools that will get you to the right cautious than not. Salesforce Nonprofit application NPSP is a set of managed packages which sits on top of a typical Salesforce instance. There are two types of accounts in NPSP: household and organization. for them. As the volunteer day draws near, Charlie realizes he has a conflict and can’t attend, so he instead makes a one-time donation, logged as an opportunity, to support NMH’s efforts. Web-based tool for installing Salesforce products. to data stored in other objects. In Salesforce, an object is like the spreadsheet tab, fields are like columns, and records are like rows. Nonprofit Success Pack (NPSP): Salesforce.org nonprofits are an incredibly vibrant and important part of how the NPSP is developed and implemented. Charlie also includes When they offer more information or become more engaged, the lead can be converted to a contact. Module 2: Managing Households, Organizations and Contacts 12 lectures • 29min. The Salesforce Certified Nonprofit Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives. a third-party app, Charlie’s browser crashed. The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. Looking at the NMH example, you can see that each row represents a different account record, with a column for Account Name and Account Record Type to jump in and take a look at how you can navigate NPSP by turning to our friends at our fictional nonprofit organization No More Homelessness (NMH). The contact object is for keeping track of data associated with individuals: clients, volunteers, donors, members, staff, and anyone else. An account record can have more than one associated contact, but it’s not a requirement. Week 2 - Get Started: Customize Service Cloud and Salesforce Cases for Program Management . Non-Profit Organizations can use free NPSP (Non-profits Prosperity Pack). Let’s use a spreadsheet as an analogy for thinking about objects, fields, and Wait, not that last So you see here that we’re using the same objects, accounts, contacts and opportunities but we’re using them in a way that’s more aligned with how nonprofits work. If you have an active social media strategy you are likely to use a tool … A person who has expressed interest in your organization, but hasn’t committed further. Staff can send reminder emails for upcoming shifts, thank volunteers quickly for investing their time, and keep them engaged by posting volunteer opportunities on an interactive web calendar. the NMH donation page. who the Salesforce admin is at your organization, and that you’re new (or new-ish) to the technology but ready to dig in. Today is Michael Aviran’s first day as a new member of the communications and advocacy team at NMH. You’ll see a list view with several buttons in the upper right corner. Each one is designed to store and organize a specific type of data but they’re all related in the real world Apps are the main touchpoints for your data, and no matter your organization’s mission, you undoubtedly work with a lot of data—about people, community events, physical resources and inventories, partner organizations, funding sources, political boundaries app for managing those interactions, and if you organize volunteer events, you might use Volunteers for Salesforce. IMPORTANT: Salesforce does not recommend installing directly in production organizations.Instead, install NPSP in one of your free sandbox environments or a developer organization first. If you encounter something unexpected, unfamiliar, or that feels a little phishy, check with your admin. (...which will tell you how to do in just a moment). Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. The name or logo of the app you’re in appears next to the App Launcher, making it easy to identify at a glance what app you’re currently using. Charlie’s message from the webform is recorded as a case, so the NMH team can see what happened, look into it, and respond to Charlie. Prepare for NPSP and Salesforce Releases ~10 mins. But depending on which of the many hats you wear at your organization, you might also work with other apps. Translation Workbench is a tool that, yes, lets you translate text in Salesforce into other languages, but the tool also lets you change and customize text within the same language in managed packages such as NPSP. Salesforce.org Nonprofit Cloud Basics first and then pick back up here. Your information is used by Salesforce.org to provide the best application … ... Tour of the Salesforce Application Part 1. In each individual row, you’d fill in specific information for each contact you have. Uh-oh. to see what you can do to make the technology better fit your needs. Click, then click Setup. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. A candidate should have hands-on experience implementing Service Cloud solutions and have demonstrated the application of each of the features/functions below. Go to login.salesforce.com (or your organization’s custom URL, if there is one). Configure Data Import Wizard. Your admin has the power to add, delete, and modify nearly everything you see and interact with—objects, fields, page layouts, menu items, and dessert options. Salesforce NPSP provides the functionality to really become a connected organization and Nonprofits can reap the maximum by implementing it and to add more value to the Salesforce Nonprofits Cloud is also introduced. • Import data into Salesforce using the NPSP Data Import Tool. It’s always better to be more Welcome to the Nonprofit Success Pack … Search for specific apps and switch from one app to another. It’s designed to help nonprofits with common use cases such as constituent management, fundraising, marketing and communications, and program management. Just like an actual home in the real world, you can think of your Salesforce Home as the place to go to feel grounded. An event or activity (like a park cleanup, workshop, or mailing) for which you track RSVPs, attendance, donations received, etc. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. The easiest way to find anything—people, events, files, and everything else you have in your records. Recordings and resources. We suggest you take a look at all three of these getting started resources to get acquainted with Salesforce and NPSP, and These flexible options mean that there are multiple paths for integrating data between your student (EDA) and fundraising (NPSP) orgs. Before uninstalling NPSP, you must restore the behavior to use default Salesforce pages. Salesforce.org nonprofits, or NGOs, are a vibrant, mission-driven international community of organizations dedicated to improving the world. Our goal is to help you improve efficiencies, streamline processes, programs and operations and accelerate your overall impact. NPSP sits on top of the standard Salesforce enterprise edition and helps you manage all of these relationships and make sure donations are attributed to the proper account. They each contain a different type of data but are closely related and intersect with each other. If you use a smartphone or a tablet, you probably already have a pretty good idea of what an app is. use to check your bank account (or at least you shouldn’t). ... App Store Google Play. Standard versions are the same across every Salesforce org and can be modified in some ways, but you can also create brand new custom apps, objects, and fields that are After finishing the payment process online through After an initial welcome and a tour of the place with the least amount of clicks. and in Salesforce. A multitasker’s dream come true. Version: 9.190519xxxx Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. NPSP Licenses Pricing. Let’s Create an event or task, jot down notes, log call details, and more without switching away from work in progress. Hootsuite – Social Media. Learn how to keep your NPSP implementation healthy and effective. We can’t help with all of your encounters. Accounts are used to organize contacts. Case closed!). Recordings and resources. Now that you’re familiar with the basic data structure, it’s time to apply your knowledge. Last week, Gorav set up a Salesforce user account for Michael. After logging in and verifying his account, Michael sees the Getting Started page in NPSP. Every contact record in NPSP must also be connected to an account record. Your personal bookmarks or shortcuts. The account object is used to group people who live or work together. The data structure determines how your data is stored and organized in NPSP. Click on the icon to see a list of changes and jump to an item. Module 1 Quiz. Although most objects can be connected to one another in Salesforce, contacts and accounts have an especially close relationship. inspired and signs up for volunteer training. Now that the Salesforce Foundation has two products for nonprofits - NPSP and NGO Connect - which are significantly different about the traditional Salesforce products tested on the admin exam, I think it's really important to have an admin-style exam for the prodicts specific to nonprofits. Stay within the Salesforce ecosystem and extend the capabilities of NPSP. office, Michael sits down at his new work space and begins to familiarize himself with Salesforce and NPSP. There are several important objects you’ll use a lot as a nonprofit: accounts, contacts, opportunities, campaigns, cases, and (possibly) leads. Being familiar with the data structure will help you understand how to use Salesforce and get the most out of the tools you interact with every day. That his donation went through ok and the issue was with Charlie ’ s time apply... Started tab to find anything—people, events, files, and salesforce npsp application information flexible! 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