What is “nonprofit success pack” in Salesforce?
Also, if you want to install NPSP into a sandbox or developer environment, that information is included in the Resources section, as well. What is “Nonprofit Success Pack”? Salesforce is a flexible platform that can be customized to meet your organization’s unique requirements.
What is a salesforce app for nonprofits?
That’s why Salesforce.org provides industry-specific applications (or apps) that are prebuilt and sit on top of the Salesforce Platform. Nonprofit Success Pack is a Salesforce app for nonprofits. Imagine you’re tasked with creating a painting of some happy little trees.
How do I track the money in the nonprofit success pack?
In the Nonprofit Success Pack, you can track the first $100 as a hard credit (the actual money that came from Jane), and the matched $100 as a soft credit because Jane influenced, but did not literally donate, the money. V4S handles many common volunteer management processes.
What is NPSP in Salesforce App Exchange?
Just like many other apps available on the Salesforce AppExchange, NPSP consists of several “managed packages.” A managed package is a bundle of customized Salesforce components like objects, page layouts, report types, workflow automation, and lots more.
What is NPSP community?
We actively welcome the participation of our Nonprofit Success Pack (NPSP) community. In fact, community members (developers, administrators and partners) have contributed and shared code and features, documentation, videos and more.
What is an open source community sprint?
What’s an open source community sprint? It’s a way that everyone, from accidental techies to advanced developers, can work together in person to contribute to an open source project. Oh, and have fun while you’re at it!
Why Do I Need to Install NPSP Into a Trailhead Playground?
Just like many other apps available on the Salesforce AppExchange, NPSP consists of several “managed packages.” A managed package is a bundle of customized Salesforce components like objects, page layouts, report types, workflow automation, and lots more.
Wait, What is a Trailhead Playground?
Much like a real playground, a Trailhead Playground is a place for you to, well, play. It’s a test environment where you can explore and make customizations without impacting anything else (especially your production org, the place where your organization has active users accessing mission critical data).
Create a Trailhead Playground
Before you can install NPSP into a Trailhead Playground, you first need to create the Playground itself.
Find Your Username and Reset Your Password
Once you have your new Playground created, you’ll need your assigned username to move forward with this project. You'll also need to reset — and remember — your password.
Resources
To complete this step and move on, launch your Trailhead Playground and click Verify to check that it's set up. If that seems too easy, just stay with us. You'll have plenty to do in your Playground in the next step!
NPSP Account Models
- Household Account Model
Household Account Model is now defaultmodel used in the new version of NPSP. 1. Groups of individuals who live at the same address, like spouses or family members are reffered as Households. A household account acts like a bucket for all contacts who live at the same addre…
Person Accounts
- Person accounts were NOT built to work with Nonprofit Success Pack and therefore, are NOT supportedfor use with NPSP. If Person Accounts are not already enabled in your org, don’t enable them. Once you turn on Person Accounts in your organization, you can’t turn the feature off. To completely remove Person Accounts, you need to apply for a new Salesforce organization and r…
Accounts
- Household Naming in NPSP
You can always change default behaviour of that mechanism in NPSP settings: If you want to refresh already existing accounts data you have to go to Bulk Data Processes -> Refresh Household Names and then click Refresh All Household Names. - Organization Accounts & Affiliations
Organizationsare entities like foundations that fund your work, other nonprofits that you partner with, corporations that sponsor your work, or companies that employ your donors and constituents. Once you’ve created an Organization Account, you can create Affiliations to conne…
Contacts
- Primary Contactfield (on Account object) specifies the primary point of contact for Household Accounts. When you create a new Contact and Household, Salesforce automatically specifies that first Co...
- You can mark Contact as Deceased -> Salesforce automatically selects the Do Not Contact, Do Not Call, and Email Opt Outfields:
Opportunities
- Opportunity in NPSP is most often a donation or grant (revenue), but there are several types of opportunities which you can select from when you create a new record:
Payments
- For each Opportunity you can set the number of payments, the starting date for the first payment, and the intervalfor the amount of time between payments:
Table-Driven Trigger Management
- TDTM has several uses. TDTM lets you: 1. Disable specific pieces of code 2. Build your own custom code that works in conjunction with NPSP 3. Control the order in which the code executes You might need to disable codewhen you: 1. Import large sets of data(many thousands of records at once) 2. Integrate with external systems 3. Troubleshoot code errors
Reports
- Account LYBUNT – Accounts that donated last year but unfortunately not this year (LYBUNT)
- Account SYBUNT – Accounts that donated some year, but unfortunately not this year (SYBUNT)
- Campaign ROI Analysis – Provides return on investment figures for Campaigns with Actual Cost
- Account LYBUNT – Accounts that donated last year but unfortunately not this year (LYBUNT)
- Account SYBUNT – Accounts that donated some year, but unfortunately not this year (SYBUNT)
- Campaign ROI Analysis – Provides return on investment figures for Campaigns with Actual Cost
- Opportunities by GAU Allocation – A list of Opportunities, grouped by General Accounting Unit and Fiscal Year. Excludes lost Opportunities.
Useful Links
- https://powerofus.force.com/s/article/NPSP-FAQ
- https://www.mikequill.com/npsp/
- https://trailhead.salesforce.com/en/content/learn/trails/nonprofit_fundraising
- https://trailhead.salesforce.com/en/content/learn/trails/nonprofit_volunteer