What can I do with a Salesforce nonprofit success pack (NPSP) unit?
After completing this unit, you’ll be able to: Understand where to turn for help as a Nonprofit Success Pack (NPSP) admin. Join the community of nonprofit Salesforce Admins. Explain Success Plans and how they can help your organization. Plan your learning path as a nonprofit admin.
How can my nonprofit benefit from Salesforce Admin Training and certification?
Your training as an admin is a critical investment for your organization to make. In order to support that investment, Salesforce provides nonprofits a 50% discount on in-class learning and certification, like the Administrator or Nonprofit Cloud Consultant certifications. Check out the training and certifications link in Resources for details.
How many Salesforce enterprise licenses do you need for your nonprofit?
They handled the donation of ten Salesforce Enterprise licenses for any qualifying nonprofit organization as part of Salesforce’s original Pledge 1% model. It didn’t take long to realize that nonprofits needed more than just a Salesforce instance; they needed it configured to better meet their needs.
How long does it take to install Salesforce nonprofit success pack?
The Nonprofit Success Pack comes pre-installed for new Salesforce.org customers, but you can also install it at any time into any other Salesforce instance, in around ten minutes (you don’t even have to be a Salesforce.org customer/nonprofit).
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Is Salesforce admin certification enough to get a job?
There is a magical key to getting a job in Salesforce without experience, that is- “Having a certification is a qualification for Junior roles.” The junior role in Salesforce consists of 0-2 years of experience. Getting certified in Salesforce is a big step that allows you to be recognized for your skills.
Is a Salesforce admin certification worth it?
Certifications are important for you to display real-time experience in Salesforce. This shows your seriousness with your work and projects. It helps in career growth special if you looking for senior positions. Most importantly, you need to find the best certification for your experience and expertise.
Which certification is best for Salesforce administrator?
Best Salesforce Certifications and Roles in the MarketSalesforce Developer. ... Salesforce Data Analyst. ... Salesforce Administrator. ... Salesforce Marketing Cloud Consultant. ... Implementation/Administrator Track. ... Salesforce Certified Administrator. ... Salesforce Certified Advanced Administrator. ... Salesforce Sales Cloud Consultant (SSCC)More items...
Is Salesforce admin a good career in 2021?
Salesforce saw a 38% rise in its jobs listings from 2020-2021 and 4.2M jobs will be created in the Salesforce ecosystem by 2024. On February 24th, 2021 a panel of industry experts discussed how roles are evolving and the in-demand tech skills we are seeing, as well as tips on how to advance your career.
Is Salesforce Admin stressful?
We get it! I talk to a lot of Salesforce admins in that same position every day, and I hear a lot about your frustrations and what's stressing you out right now. Even in a candidate's market, when employers are clamoring for your exact skill set, applying for jobs is STRESSFUL.
Which Salesforce certification is best for beginners?
As a beginner, the best certification to start with is the Salesforce Administrator certification. This will give you a good base for digging deeper into salesforce either on the customer-facing side or later on for the developer side.
Is Salesforce training worth it?
The demand for Salesforce professionals is increasing with time and the salaries being offered are getting higher and higher. A Salesforce Technical Architect in the United States, for example, can earn upwards of $150,000 annually. The better trained a Salesforce professional is, the higher he/she gets paid!
What Salesforce certification pays the most?
1. Technical Architect | $174,000. There are no surprises here – the technical architect is one of the highest-paid Salesforce jobs in the world.
What is the most valuable Salesforce certification?
Salesforce Certified Technical Architect In addition to these, the candidate must be able to read the customer requirements and architecture and deliver high-performance technical solutions to achieve the maximum potential of the Salesforce platform.
Is Salesforce still in demand 2022?
Today, there is a huge demand for Salesforce-specific skills. This is the reason for the creation of 3.3 million new jobs is predicted in the Salesforce economy by 2022. As mentioned earlier, several Salesforce-specific roles are in huge demand today.
Is the Salesforce Admin exam hard?
How hard is a Salesforce Admin Certification exam? The pass mark is 65%, meaning quite a high level of knowledge is required to be successful in this exam. The test consists of 60 multiple-choice questions, which means you must get at least 39 correct to pass.
How long does it take to learn Salesforce admin?
On average, it takes 6 weeks to get Salesforce Certified. But the time to prepare for a Salesforce certification depends on the experience of the individual. If you are completely new to Salesforce you have to spend a minimum of 10hrs/week and it takes 6 weeks to be ready for the Salesforce admin certification exam.
What is NPSP admin?
As a new Nonprofit Success Pack (NPSP) admin, there’s a lot to learn — and a lot of resources to help you. It can be overwhelming just to know where to start or where to turn for an answer.
Does Salesforce give a discount for nonprofits?
In order to support that investment, Salesforce provides nonprofits a 50% discount on in-class learning and certification, like the Administrator or Nonprofit Cloud Consultant certifications. Check out the training and certifications link in Resources for details. And remember that there’s no substitute for hands-on learning.
Nonprofit Cloud Consultant Certification Introduction
The Nonprofit Cloud Consultant Certification has been created for consultants (and in my opinion administrators) who have experience, or wish to gain experience, in implementing the Salesforce Nonprofit Cloud solutions.
Who's the Ideal Candidate?
I would recommend that any Salesforce Administrator or Consultant who is working with, or may have the opportunity to work with, a not-for-profit takes this certification. Although the exam guide expects you to have experience in implementing the solution, provided you have a good grasp of Salesforce (i.e.
Key Topics
The exam (as of January 2021) has 60 multiple choice questions, over 90 minutes. The passing score is 63%, requiring a candidate to be successful in 38 out of 60 questions. The exam is made up of 6 topics with various weightings as detailed below.
Study Strategy
There is a lot of content to cover, with a lot of specific not-for-profit concepts, along with a whole new app (NPSP). There’s also other great not-for-profit functionalities like V4S and PMM, for which you will need to understand the general use cases of.
Exam Strategy
The exam strategy is very similar to that of any Salesforce Certification. You need to use the process of elimination to take out those answers you know are incorrect – and watch out for questions where
Tips
Download the Trailhead Exam Guide and use this as your master revision list.
Final Thoughts
The Salesforce Nonprofit Cloud Consultant Certification is a must for Salesforce professionals in the not-for-profit space. This is especially true if you are working with NPSP and have a corporate background. You really do need to understand how NPSP works, and how best to support the not-for-profit you are working with.
How often are NPSP bug fixes pushed to production?
NPSP bug fixes are also pushed to your production org automatically every two weeks after a week-long preview in sandboxes. As an admin, you have control over most new NPSP features made available in your org, because you’ll need to enable them before they’re visible for your end users.
Does Salesforce release automatically?
While the Salesforce platform release itself happens automatically, most admins need to put in some work before and after the upgrade. Salesforce auto-enables some features (release notes point these out), so be sure you know what’s coming if you don’t want your users to be surprised.
Is Salesforce a challenge?
While Salesforce’s continuous cycle of innovation is one of its biggest advantages, it can also be a challenge for admins to keep up—particularly for those also-admins who juggle supporting Salesforce with fulfilling other roles at their organization.
How to improve a syslog?
Keep these tips in mind: 1 Create a training plan for any change. This could include a mix of hands-on training and tools users can reference on their own time, such as custom Trailmixes, cheat sheets, or screen recordings. Ask your users how they like to learn and tailor your plan to them. 2 Find and enlist power users to help you test new features, train their colleagues, and cheer on new features. You may even want to establish a “buddy system” to pair hesitant users with power users for support — both technical and emotional. 3 Create feedback loops. Set up a way to collect questions and bugs, such as in a shared spreadsheet or form, Chatter, or the Case object in Salesforce. Plus, you should regularly ask for feedback with formal or informal surveys. At the very least, use a tool like the free Salesforce Adoption Dashboards, available in the Salesforce AppExchange and linked in Resources, to see trends in adoption and respond when you need to.
Is it too late to set up a governance framework?
Ideally, you’ll have a governance framework set up early in your implementation — but it’s never too late. A good place to begin is by answering these questions. (While the size of your organization may affect your answers and policies, the questions remain the same.)
Can you be an admin alone?
Don’t Do It Alone. Being an admin can be a challenging job — especially if you’re an also-admin balancing other tasks or a solo admin responsible for the entire role largely by yourself. Fortunately, there are plenty of resources available and a community of people just like you.
Is Salesforce a one time event?
Implementing Salesforce is not a one-time event. Sure, there’s the initial implementation, but as you learn and grow you should expect to add features and update your org to fit the needs of your nonprofit. (Check out Continuous Investment And Smiley Faces from The Build Tank in Resources for more.)
What is Salesforce for non profit?
Salesforce is one of the most powerful CRM tools that any non-profit can use to be more successful. Currently 30,000+ non-profit organizations are using it and 89% of them say Salesforce has helped improve their ability to achieve their mission. NPOs notice that Salesforce helps them establish and grow donor relationships as well as manage ...
What are standard Salesforce objects?
These are the standard Salesforce objects that are used by the nonprofit success pack – contacts, accounts, opportunities, activities, campaigns and leads. By standard we mean that these objects are included in every instance in Salesforce worldwide.
What is activity in salesforce?
Activities – they are used to keep track of any communication or action such as meetings, tasks, phone calls, or emails. Each of these could be stored in SalesForce as activities and related to leads, contacts, accounts, campaigns and opportunities.
What is a non profit account?
As a non-profit, there are two main type of accounts you can create – households and organizations. Households – they are used to track donor or member households. A household is a place where one or more people live.
What is primary affiliation?
The primary affiliation is usually where someone works. You can see that in this example. The program officer can donate personally to the non-profit organization through his household and also his foundation can provide a grant. Finally, in the right most example, we have an employee at a corporate sponsor.
Can you use Salesforce to track people?
You can also use it to track relationships between people and households. This means that with the power of Salesforce you can connect information between people, organizations and households. This allows you to raise donations more effectively and manage your non-profit more successfully.
Expert Counsel for a Bright Salesforce Future
Echoing many of the points that Guy mentioned, our NPSP 3 Consulting Lead Jeff Issenberg describes using older versions of the NPSP as “something akin to running on an outdated operating system.” For Jeff, the biggest value in the new NPSP is the new Household Account Model, which he describes as a “huge improvement” over the old 1-to-1 Account Model and Individual “Bucket” Account Model.
Next Steps to Taking the Salesforce Long View
As both Jeff and Guy indicate, NPSP 3 is both a leap forward in new features and also an insurance plan for your organization’s future needs. If our stories have piqued your interest, you can learn more about NPSP 3 from Salesforce.org. When you are ready to upgrade, you may want to look at partnering to accomplish your goals.
What is NPSP Salesforce?
What is the Nonprofit Success Pack (NPSP) from Salesforce.org. Share this article... The Nonprofit Success Pack was specifically designed to meet the “unique” needs of Nonprofits, aka NGOs or charities, to aid them in being successful with their mission. There is a lot to unpack just in the name itself!
How long does it take to install Salesforce Success Pack?
The Nonprofit Success Pack comes pre-installed for new Salesforce.org customers, but you can also install it at any time into any other Salesforce instance, in around ten minutes (you don’t even have to be a Salesforce.org customer/nonprofit).
What is Salesforce.org?
They handled the donation of ten Salesforce Enterprise licenses for any qualifying nonprofit organization as part of Salesforce’s original Pledge 1% model. It didn’t take long to realize that nonprofits needed more than just a Salesforce instance; they needed it configured to better meet their needs.
What is nonprofit cloud?
The Nonprofit Cloud is more of a marketing term encompassing various options (including NPSP), rather than one specific item. The exam is useful as it covers many of the technical and business analysis skills you should have to successfully setup and configure NPSP for nonprofits. Households.
What is a nonprofit starter pack?
What was then known as the Nonprofit Starter Pack was conceived and created as an open source application on Salesforce. It was created by volunteers and community members anxious to help nonprofits succeed with Salesforce.
What is program management?
Program Management tracks many different types of programs and services, and how they relate to your contacts. For example, you may have a program that does wildfire relief, environmental cleanup, or patient support and those programs provide several related services (or activities).
Can a person account be used for a nonprofit?
Here’s a good point to mention that Person Accounts usually aren’t suitable for nonprofits, because you lose a lot of the value of the NPSP, and it causes real problems for nonprofits installing the NPSP later. It’s a one way process so think very carefully before installing Person Accounts.
Learning Objectives
A Wealth of Resources
Access Online Learning Resources
Join The Community of Nonprofit Salesforce Admins
Help from Salesforce
Your Learning Path as A Nonprofit Admin
- Experience shows that having an internal Salesforce expert on staff is a major success factor for nonprofits using Salesforce. Finishing this module is a great start — but don’t stop here! Your training as an admin is a critical investment for your organization to make. In order to support that investment, Salesforce provides nonprofits a 50% disco...
Resources