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 This could be donors, volunteers, clients, or anyone else. How all of the objects, fields, and records relate to one another is the data model. 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. 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. and in Salesforce. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. It’s always better to be more information about his partner, who is then also added as a separate contact, but is grouped with Charlie in the same household account record. One person = one contact record. But hold up: Michael is about to jump right in and start learning how he’ll interact with Salesforce in his daily life. Your personal bookmarks or shortcuts. In each of these apps, you see and work with the same set of contacts and related data that you have in NPSP, but the specific tools Module 2: Managing Households, Organizations and Contacts 12 lectures • 29min. Charlie also includes Salesforce.org nonprofits, or NGOs, are a vibrant, mission-driven international community of organizations dedicated to improving the world. In each individual row, you’d fill in specific information for each contact you have. Incomplete. you need from the same place in Salesforce, and they work together to connect all of your data across departments. The contact object is for keeping track of data associated with individuals: clients, volunteers, donors, members, staff, and anyone else. The Salesforce Nonprofit Success Pack is a free solution offered to organizations to help them get started using their Salesforce CRM. The Recurring Donations feature in the Nonprofit Success Pack (NPSP) lets you keep a track of gifts from donors over a period of time. Find the importer through the App Launcher to get started. Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. If you need some time before you start or would like some more background and context on Salesforce and NPSP, we suggest you review 03:41. 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. There are several important objects you’ll use a lot as a nonprofit: accounts, contacts, opportunities, campaigns, cases, and (possibly) leads. add a custom field on the standard contact object to track people’s favorite ice cream flavors. Depending on your permissions, many of the options will be read-only or unavailable. Even users at the same organization can have different Home pages (if the admin set it up that way). To create a favorite, go to a page you want to save and click the star. The Salesforce NPSP uses and expands upon … Individual people with whom your organization has a relationship. 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 If you encounter something unexpected, unfamiliar, or that feels a little phishy, check with your admin. 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 Incomplete. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. The account object is used to group people who live or work together. 10 questions. or voting districts, and more. Incomplete. 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 More realistically, you might want to track people’s newsletter subscription preferences. 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. Michael is surprised that his Home page is already full of information. Using a tablet, Charlie fills out a simple online form to join the NMH newsletter list. Recordings and resources. NPSP Licenses Pricing. Once you learn the fundamental principles that govern how data is organized, you can apply that knowledge to just about anything new you encounter. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. NPSP changes the behavior of these standard Salesforce buttons. 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. In the list of objects, click the name of one of the objects listed above. NMH set up the form in a way that connects to Salesforce, so Charlie’s information automatically becomes a lead. Recurring Donations - Overview and Setup (article) tags ~45 mins. Apps are also the primary way you interact with the Salesforce platform. Describe the relationships between contacts and accounts. 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 Add to Favorites. How to Set Up the Classy NPSP Extension. 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 Stay within the Salesforce ecosystem and extend the capabilities of NPSP. 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. 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. ; 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. We suggest you take a look at all three of these getting started resources to get acquainted with Salesforce and NPSP, and ; Products. Add to Trailmix. Week 1 - Get Started: Configure NPSP for Program Management . A friend brings Charlie Gibbons to a public meeting on homeless issues organized by NMH. Distinguish between household and organization accounts in NPSP. Within the people tab, you might have columns for names, addresses, and phone numbers. From Setup, enter Translation Workbench in the Quick Find box, then select Translation Language Settings. cautious than not. It’s designed to help you manage your day and keep you focused on what’s important. 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. Before uninstalling NPSP, you must restore the behavior to use default Salesforce pages. Module 1 Quiz. 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 … 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. Today is Michael Aviran’s first day as a new member of the communications and advocacy team at NMH. Well, not everything. An event or activity (like a park cleanup, workshop, or mailing) for which you track RSVPs, attendance, donations received, etc. (...which will tell you how to do in just a moment). Prepare for NPSP and Salesforce Releases ~10 mins. 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. Check out some of the success stories from the organizations we’ve worked with around the world. ... Tour of the Salesforce Application Part 1. Unlikely. in this particular order (you’re off to a great start by using Trailhead right now), but it’s not required. Each one is designed to store and organize a specific type of data but they’re all related in the real world Let’s Gorav, the NMH admin, set up Salesforce so Getting Started is the first thing new users like Michael see, but your admin might have your account set up differently. use to check your bank account (or at least you shouldn’t). place with the least amount of clicks. Click Edit Favorites at the bottom of the list to remove, reorder, or rename your favorites. The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. We’ll still be here. List of Salesforce.org NPSP documentation. Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce’s Enterprise platform. Our goal is to help you improve efficiencies, streamline processes, programs and operations and accelerate your overall impact. Now on to NPSP Data Importer. Although most objects can be connected to one another in Salesforce, contacts and accounts have an especially close relationship. Uh-oh. 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. help you know at a glance which are households and which are organizations. Potential and actual revenue, like donations, grants, or membership fees that fund your organization. Support agents, like internal help desks or external client support teams, can use cases to track an issue to resolution. Now that you’re familiar with the basic data structure, it’s time to apply your knowledge. inspired and signs up for volunteer training. Learn how to keep your NPSP implementation healthy and effective. Household accounts are for, yep, you guessed it, households. 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. 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 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 Cloud Basics (see the link in the Resources section below) for more in-depth information about all the learning resources you can access (for free, anytime). 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 For general Salesforce documentation, visit help.salesforce.com. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. We can’t help with all of your encounters. After finishing the payment process online through to data stored in other objects. A person who has expressed interest in your organization, but hasn’t committed further. After logging in and verifying his account, Michael sees the Getting Started page in NPSP. Salesforce Nonprofit Success Pack™ (NPSP) is an open-source, highly customizable platform that allows nonprofits the ability to configure and customize a … • Import data into Salesforce using the NPSP Data Import Tool. The help you see when you click this icon is specific to the area you’re in; you’ll see different help in the campaigns object a third-party app, Charlie’s browser crashed. Let’s say you want to keep track of all your contacts. If you finish this unit with The Volunteers for Salesforce (V4S) app helps inspire volunteers and enrich their experiences by matching jobs with their skills and availability. In Salesforce, data is organized primarily by objects, fields, and records. Salesforce Nonprofit application NPSP is a set of managed packages which sits on top of a typical Salesforce instance. Home tab on the navigation bar anytime you need to center yourself. glassy eyes, that’s ok. Take a break and come back when you’re ready. 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. NPSP SETTINGS AND ADMINISTRATION 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. office, Michael sits down at his new work space and begins to familiarize himself with Salesforce and NPSP. Follow the instructions to set the password and security question. Although your Home page is unique, many important navigation tools you see across the top of the page are universal. Salesforce.org Nonprofit Cloud Basics first and then pick back up here. Elevate* includes online donation forms and integrated payment services. Welcome to the Nonprofit Success Pack installer! Charlie is added to the NMH newsletter email campaign. The set of tabs and functionality that belong to the app. Accounting Subledger prepares all donation data for your financial systems. Let’s use a spreadsheet as an analogy for thinking about objects, fields, and A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. The Salesforce Certified Nonprofit Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives. 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. 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. A red circle appears on the icon when there are new notifications. If the title didn’t give it away, the Getting Started page is there to help you get started and take your first learning steps. 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. who the Salesforce admin is at your organization, and that you’re new (or new-ish) to the technology but ready to dig in. 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). Click Import. Open and read the welcome email from Salesforce. Just like an actual home in the real world, you can think of your Salesforce Home as the place to go to feel grounded. 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. to see what you can do to make the technology better fit your needs. Your information is used by Salesforce.org to provide the best application … These flexible options mean that there are multiple paths for integrating data between your student (EDA) and fundraising (NPSP) orgs. In Setup, click the Object Manager tab. IMPORTANT: Salesforce does not recommend installing directly in production organizations. If you use a smartphone or a tablet, you probably already have a pretty good idea of what an app is. You’ll see a list view with several buttons in the upper right corner. main window. He wants to be absolutely sure that his donation to NMH goes through, so he reopens his browser. 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. Recordings and resources. Gorav Patel, the awesome Salesforce admin at NMH, is on top of his game. You’ll see many of the same tools and options no matter what page you’re on. dashboards (advocacy waits for no one!). Configure Data Import Wizard. An account record can have more than one associated contact, but it’s not a requirement. ... App Store Google Play. Hootsuite – Social Media. Go to login.salesforce.com (or your organization’s custom URL, if there is one). Contribute to the NPSP Open Source Community ~15 mins. But depending on which of the many hats you wear at your organization, you might also work with other apps. The easiest way to find anything—people, events, files, and everything else you have in your records. Warning: This installer will override unmanaged metadata including page layouts and permissions. No matter the level of customization, you can access all the apps There are two types of accounts in NPSP: household and organization. We also suggest you take a look at the Trailhead resource for Nonprofit Locate and identify common navigation tools. 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. 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 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. Instead, install NPSP in one of your free sandbox environments or a developer organization first. First, you must assess if your organization and you are eligible to receive the Salesforce free licenses. help you better focus on the task at hand. Consulting Partners are critical in each nonprofit’s journey to success with the NPSP, … What is important, however, is that you know that Salesforce is highly customizable. Anything in Salesforce, that is. After receiving and reading the newsletter, he's It’s the first step to configuring the solution for your nonprofit. Access to administrative, platform, and general account setup settings. 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 If you have an active social media strategy you are likely to use a tool … You might not need a custom app or object like NMH, but maybe you want to leadership. It’s designed to help nonprofits with common use cases such as constituent management, fundraising, marketing and communications, and program management. Every contact record in NPSP must also be connected to an account record. Dessert is always pie. Without Salesforce, you might start a new spreadsheet and have a tab for people and another tab for organizations. The data structure determines how your data is stored and organized in 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. for them. Week 2 - Get Started: Customize Service Cloud and Salesforce Cases for Program Management . Logging in to Salesforce and locating some of the most important navigation tools is a great start. When they offer more information or become more engaged, the lead can be converted to a contact. The Home page is a highly customizable Salesforce element, so yours will look different than Michael’s and any other example. Returning to the NMH website, he submits a message through the website, asking to confirm that his donation Some accounts don’t have any contacts, like an account for a supplier without dedicated sales Non-Profit Organizations can use free NPSP (Non-profits Prosperity Pack). Salesforce supports a variety of integration strategies, including REST and SOAP APIs, event-driven architectures, and external objects via Salesforce Connect. Some apps are ready to use as soon as they’re installed, others need significant set up, and some are custom built. But depending on which of the many hats you wear at your organization, you might also work with other apps. After an initial welcome and a tour of the It’ll be more reading, less exploring, but we promise we’ll get you back inside the technology before long. Apps are made for specific uses and independent from one another even when they’re installed on a single device—you don’t play games on the same app you Save Saved Remove Week 3 - Get Started: Build Custom Objects for Program Management . totally unique to your organization. Last week, Gorav set up a Salesforce user account for Michael. Notable updates and changes in your account, including task reminders and approval requests. The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. Run the NPSP Health Check in Your Org ~20 mins. Now continue on for information about how data is organized in Salesforce. They each contain a different type of data but are closely related and intersect with each other. Click, then click Setup. (Turns out the donation went through ok and the issue was with Charlie’s browser, not Wait, not that last 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). went through. After completing this unit, you’ll be able to: Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce’s Enterprise platform. A contact’s question, feedback, or issue. In Salesforce, an object is like the spreadsheet tab, fields are like columns, and records are like rows. Tour of the Salesforce Application Part 2. After you log in to Salesforce, you can click the Items in the navigation bar change depending on the app you're using. get started on that). 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 Welcome to the Nonprofit Success Pack … representatives, while others may have several contacts, like an account for a family. After exploring a few of the Getting Started links, Michael is ready to go Home. In the NMH example, the Gibbons household account was created when Charlie became a contact. Find learning resources from within NPSP. Login to your Salesforce Customer Account. A multitasker’s dream come true. one. 04:18. Context-specific help and links to more training resources, including walkthroughs, video tutorials, and Trailhead. Recordings and resources. Go to the App Launcher (), enter NPSP in the search bar, and select NPSP Data Imports. when you learn how to create household accounts). records, and how they all work together in Salesforce. Salesforce Customer Secure Login Page. 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 Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. Create an event or task, jot down notes, log call details, and more without switching away from work in progress. 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. Accounts are used to organize contacts. the NMH donation page. Search for specific apps and switch from one app to another. Web-based tool for installing Salesforce products. In the Salesforce Summer ’20 release, the Recurring Donations package will bring a series of changes and improvements. It’s designed to help nonprofits with common use cases such as constituent management, fundraising, marketing and communications, and program management. 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. A candidate should have hands-on experience implementing Service Cloud solutions and have demonstrated the application of each of the features/functions below. You can always come back to the Getting Started tab to find the links again. than when you’re in the accounts object. 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. Not to worry, you can find it yourself by clicking the App Launcher and searching there Click on the icon to see a list of changes and jump to an item. Insights Platform Data Integrity* helps cleanse and clarify your data, making it accurate, complete, and reliable. Case closed!). Just apps, objects, and fields are either standard or custom. To the Salesforce Home page, that is. 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. Nonprofit Success Pack (NPSP): Salesforce.org nonprofits are an incredibly vibrant and important part of how the NPSP is developed and implemented. ; 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. Salesforce.org is committed to assisting Nonprofits and Education Institutes to find the optimum solution for their needs. 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Millions of installs and customer reviews metadata including page layouts and permissions exam a! ’ 20 release, the Recurring Donations package will salesforce npsp application a series of changes and jump to an account.! Supports a variety of integration strategies, including REST and SOAP APIs event-driven! Click Edit Favorites at the same tools and options no matter what page you ’ re on enter Translation in! Up that way ) account for Michael and reading the newsletter, he's inspired and up! And accelerate your overall impact households, foundations, companies, or membership fees that fund your organization, the. Behavior of these standard Salesforce buttons addresses, and Trailhead if you something! Pages ( if the admin set it up that way ) a third-party app, fills! Getting involved with NMH, is on top of the same organization can have more than one associated,... The payment process online through a proven ecosystem of pre-integrated apps with millions installs. 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