Slaesforce FAQ

is lightning experience salesforce good for npsp

by Prof. Gwendolyn Welch Published 2 years ago Updated 1 year ago
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It is currently compatible with Salesforce Classic, and with some known issues with Lightning. To learn more, please review Known Issues in Lightning Experience. Since the NPSP is a set of managed packages here is the list of the packages that make it up.

Full Answer

How does the 30-day trial work with Salesforce Lightning Enterprise Edition?

You are signing up for a 30-day trial of Lightning Enterprise Edition + the Nonprofit Success Pack (NPSP). You’ll have 30 days from the time you start the trial to complete your Power of Us application. If you choose to apply for Salesforce.org’s Power of Us program, your selected trial will become your permanent Salesforce configuration.

What is the Salesforce NPSP?

The NPSP now occupies a curious, and unique, hybrid position in the Salesforce ecosystem. Salesforce.org delivers upgrades directly, but updates and add-ons are also envisioned at the wildly popular SFDO (Salesforce Dot Org) Sprints held three times per year by Salesforce.org ’s Customer Centric Engineering team.

Is Salesforce the right solution for nonprofits?

With all this in mind, you can begin to glimpse the various considerations to be explored. Add in the fact that Salesforce was designed to deal with business (Accounts), and it creates a great case for an out-of-the-box solution (the NPSP) to help adapt Salesforce for nonprofit needs, meeting many of the most common scenarios.

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.

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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.

Does Salesforce work for nonprofits?

Salesforce.com can help nonprofits keep track of the people they work with, and all the work they do with them. Salesforce.com can be: A centralized contact list of all the people and organizations you work with. The place for prospecting and tracking donations, grants, memberships, and volunteering.

How do I get Npsp in Salesforce?

To install NPSP on an existing Salesforce organization:Visit the NPSP Installer page.Log in to your Salesforce organization by clicking Log In, choosing Production or Developer Edition org or Sandbox org, and entering your login credentials.Review the installation list and click Install.More items...•

Is Salesforce Npsp free?

The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.

Why should nonprofits use Salesforce?

Salesforce is useful for various nonprofit organizations, especially for donor management. It adds value and supports various functions of nonprofits like raising funds, tracking volunteers, donors, or generating leads by individually coding the changes after a special request.

What do nonprofits use Salesforce for?

1 Keep Nonprofits More Organized The nonprofit salesforce cloud comprises built-in functionalities that help NGOs to create and design customized workspaces for every individual involved. Non-profits usually face difficulties in managing their activities like fundraising, grants, or workforce.

What is the latest version of Npsp?

Overview. Nonprofit Success Pack starting with version number 3 is the current version of the NPSP product.

How many nonprofits use Salesforce?

40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.

What is Salesforce PMM?

Program Management Module (PMM) is a standard framework for NGOs to track Programs, Services, Constituents' or Cohorts' Program Engagements and Service Delivery and extract meaningful outputs data. It is free and open source and integrates with NPSP.

How much is Npsp?

NPSP is free to use, however it sits on top of Sales & Service Cloud which attracts a monthly rate of $150/mo for Enterprise Edition and $300/mo for Unlimited Edition.

Can Salesforce be used for fundraising?

You can use Salesforce to manage donations as well as marketing and programs. What's different about Salesforce is that it's not just a point solution; it's a true platform that helps you track and understand your organization's interactions with donors, volunteers, and constituents.

What is experience Cloud Salesforce?

Experience Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other — and the data and records they need to get work done.

User Management

Set up users and control how they can view or edit your business data.

Salesforce CRM

Learn how to use customer relationship management (CRM) software to grow your business.

Lightning Experience Customization

Customize the Lightning Experience user interface without writing any code.

AppExchange Basics

Extend the power of Salesforce with apps and services from AppExchange.

Reports & Dashboards for Lightning Experience

Visualize key business metrics in real-time using Lightning Experience.

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!

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.

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 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 NPSP page?

NPSP includes Get Started pages designed for new admins and users who are at the beginning of their journeys with the Nonprofit Success Pack. We very intentionally selected the content, links, and videos on the pages to help new users learn about different aspects of the Nonprofit Success Pack in a logical order so that they can quickly get up and running and on their way to being power users.

How to add tabs to Lightning app?

Add Tabs to the Lightning App. From Setup, enter App Manager in the Quick Find box, then click App Manager. In the row for the Nonprofit Success Pack Lightning App, click , then click Edit. Under App Settings, click Navigation Items.

What is compact layout in Salesforce?

Compact layouts determine what fields you see on the highlights panel of a record, and when you hover over a lookup field. They also determine the fields you see in the highlights area of a record on the Salesforce mobile app.

Can you translate text in Salesforce?

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.

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