Where can I find NPSP documentation for Salesforce?
List of Salesforce.org NPSP documentation. For general Salesforce documentation, visit help.salesforce.com. Which Version of NPSP Am I Using? Are You Ready to Import Data into NPSP?
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.
Where can I find general Salesforce documentation?
For general Salesforce documentation, visit help.salesforce.com. Which Version of NPSP Am I Using? Are You Ready to Import Data into NPSP? Which Account Model Am I Using?
What is NPSP (nonprofit success pack)?
Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.
Can Salesforce track donations?
NPSP uses the Salesforce-standard Opportunity object to track all donations, grants, and revenue. Opportunity records are related to donors, which are tracked using the Contact and Account objects, including the household account record type included in NPSP.
How do I track a gift in Salesforce?
The most straightforward way to track in-kind gifts is using the opportunity object in Salesforce, just as you would track any other donation. You'll need a way to distinguish the value of the gift from cash donations. To do this, you can either create a new Type or a new Record Type to be used for in-kind gifts.
What is included in Npsp Salesforce?
Salesforce NPSP FeaturesDonor Management. NPSP builds upon the Salesforce data model, giving you the ability to create in-depth supporter profiles and full 360 views of your supporters. ... Volunteer Management. ... Grant Management. ... Campaign Management. ... Program Management. ... Reporting and Analytics.
What is donation in Npsp?
Donation. A gift of either goods or money to a nonprofit organization. In NPSP, we track donations using the Opportunity object.
What do Opportunities track in Npsp?
Opportunities can be credited to a campaign to determine your return on investment. The NPSP data model comprises of objects custom to NPSP. It includes affiliations, relationships, engagement plan templates, recurring donations, payments, and a couple of more. In NPSP, Accounts are used to represent households.
How do I record an in kind donation in Salesforce?
On an Account, click New in the Opportunity related list, and select the In-Kind Gift record type. Fill in the information as needed. Close Date: The date that you received the gift. In-Kind Type: Select Goods or Services.
How do I use Npsp in Salesforce?
2:2551:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead andMoreOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead and talk about what is salesforce. Do an introduction to how sales sources work with nonprofits.
How do I use Npsp?
Discover NPSP Data ImporterUse NPSP Data Importer template to format data for import.Create NPSP Data Import object records from an import.Conduct an import dry run and correct errors.Process NPSP Data Import object records to create contacts, accounts, and donation opportunities.
What is Npsp cloud in Salesforce?
Salesforce NPSP is an open and flexible solution for users to manage donors, campaigns, volunteers, programs, grants, and more – all in one place to get a 360-degree view of their org. It is completely free for nonprofits for up to 10 users. It can be customized and configured as per specific needs.
What is the nonprofit success pack?
The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier.
How do I upload donations to Salesforce?
Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
What is Salesforce elevate?
Salesforce Elevate is a platform tailored to the specific needs of organizations in the nonprofit and education industries and is set to be released in summer 2020. Four products make up the Elevate solution: Payment Services, Giving Pages, Engagement Hub, and Philanthropy Cloud for Causes.
Improve collaboration with your team and board
Share tasks, set reminders, and easily build reports to send to your colleagues and leadership team. Add as many users as you like for better collaboration from anywhere.
See the results of a campaign, track progress against a goal, and share key metrics with your board
With Network for Good’s fundraising software, it’s simple to share the awesome work you’re doing. Easily build and export custom filters to pull the most important metrics.
What is NPSP in Salesforce?
Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.
What is NPSP data model?
NPSP adds custom objects to record the data your team needs. This data model has become the industry standard, in part because it’s been built for the nonprofit community with the nonprofit community’s involvement and feedback. Let’s check out some of the NPSP-specific objects and their uses. Object. Use.
What is NPSP in nonprofits?
NPSP’s combination of standard and nonprofit-specific elements gives you everything you need to track the different types of revenue and relationships your organization relies on.
What is NPSP account?
NPSP adds the ability to create two types of accounts: Households and Organizations. Household accounts are used to track donors, clients, or other constituents at the same mailing address, such as spouses or a family.
Is Salesforce a CRM?
You probably know that Salesforce began as a tool for business-to-business sales and is now the world’s #1 CRM, or customer relationship management platform. But in the nonprofit context, we switch out the C in CRM to make it a constituent relationship management tool.
Does Salesforce have the same basic objects?
Despite being infinitely customizable, every Salesforce org starts with the same basic objects. Here’s how NPSP uses some of those objects.
What is NPSP in Salesforce?
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. For the purposes of this project, to get all these customizations into your Salesforce instance (what we call an “org” for short), the packages must be installed on top of the Enterprise Edition of Salesforce.
Where to install NPSP?
If you want to be able to explore NPSP through Trailhead hands-on challenges and projects, you need to install the NPSP packages into a Trailhead Playground.
What is “Nonprofit Success Pack”?
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.
Do you need a username for Trailhead?
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. Trailhead takes some creative pressure off by assigning you a username and password in a new Playground, but that also means you need to follow a few steps to find this information.
Can you change your password on Trailhead Playgrounds?
The Playground Starter app only exists in Trailhead Playgrounds, and you won’t be able to change your password this way in your production org or other types of Salesforce orgs. Check the Salesforce Help links in Resources below for more on how to change your own, or another user’s, password.
What is Salesforce settings?
Settings are where you control your personal information and Salesforce preferences: name, address, email notifications, display language, and more.
What triggers notifications in Salesforce?
There are many different things that can trigger a new notification, including upcoming calendar events and tasks assigned to you. Every organization can also customize what type of activity triggers a notification. Talk to the awesome Salesforce admin at your organization if you think you’re getting too many automated and unnecessary notifications or if you think you may be missing important ones.
Does Salesforce affect email signature?
This does not affect your email or email signature that you might have set up in another service. This is only for email you send directly from NPSP or another Salesforce app. (We know that we haven’t yet shared how to draft and send messages, but we’ll cover that elsewhere in Trailhead, promise.)
What is NPSP gift?
An NPSP feature that gives users an accurate, fast, and flexible way to enter batch and single gifts. It's designed to help users enter large volumes of gifts in a consistent way and ensure that complex gifts have the right attributes .
What is a donation in NPSP?
A donation attributed to a Household or Organization. When you receive a donation from a Household or Organization Account, the entire Household (or Organization) is credited with the donation in NPSP.
What is soft credit in Salesforce?
A soft credit is a credit for a donation that someone did not actually make themselves, and credits that someone as an "influencer" of the donation, rather than as the direct donor. Soft credits can take many forms. A classic example is the employer donation matching scenario, where an employer sends a matching gift of $100 to nonprofit A on behalf of employee B. A soft credit on employee B's Contact record in Salesforce shows that they were responsible for the employer's donation of $100, but that the employee did not make the donation directly. If you enable Customizable Rollups, you can also create soft credit rollups that aggregate the soft credits for all Contacts in a Household Account, and rolls them up to that Household Account.
