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.
Full Answer
What custom opportunity sales processes does NPSP offer?
To that end, NPSP is pre-configured with four custom opportunity sales processes, including donation, grant, in-kind, and major gift. The Stage field on an opportunity record describes where you are in the process.
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.
What is NPSP in Salesforce CRM?
NPSP is essentially a group of customizations to the base Salesforce platform. Accounts, contacts, and opportunities are still the major building blocks, but in nonprofit CRM, we care about managing constituent data and optimizing fundraising and program activities.
How do I refresh opportunity names in NPSP?
In the Nonprofit Success Pack, click the NPSP Settings tab, and then click Bulk Data Processes | Refresh Opportunity Names. If you don't see the NPSP Settings tab in your org, you can find it in the App Launcher.
What is an opportunity in Salesforce Npsp?
The Opportunity: Your Donation Object In this unit, we'll focus on the Opportunity object, a standard Salesforce object used in Nonprofit Success Pack (NPSP) to track your nonprofit's revenue.
What are Salesforce opportunities?
Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they're for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted.
How do I create an opportunity in Salesforce trailhead?
Create New Opportunities Click the Opportunities tab. Click New and enter the details. Set for one month from now. Select Prospecting .
What is a contact in Salesforce Npsp?
Salesforce for Nonprofit Organizations 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.
What are leads and opportunities?
A Lead is a person who is a sales prospect. An Opportunity is the specific sales deal being pursued including the estimated dollar amount. The Opportunity record will be related to the Lead or Contact record of the person with whom you are hoping to do business.
What are leads and opportunities in Salesforce?
Quick Takeaways. A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead's product interest, budget, and timeframe.
What are opportunities in sales?
A sales opportunity is a qualified prospect who has a high probability of becoming a customer. An opportunity should have a pain point your product or service can solve and an interest in the offering. Salespeople should ensure the opportunity is a good-fit for what they're selling.
How do I add opportunities in Salesforce?
To create an opportunityLog in to Salesforce.com.Navigate to the Opportunities tab, and click New.Enter the Opportunity Name, Account Name, Close Date, and Stage.Enter additional information as required.Click Save.
How do you create an opportunity in Salesforce?
0:043:56How to Create an Opportunity in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipTab you can create a new opportunity from the opportunities tab by just clicking. New from any ofMoreTab you can create a new opportunity from the opportunities tab by just clicking. New from any of the various. List views available for the opportunities tab.
How are soft credits assigned in Npsp?
NPSP assigns soft credits to Contacts associated with Relationship records. For example, your organization wants to recognize gifts that board members help to bring in by assigning a soft credit each time donors with whom they have a Relationship record in NPSP make donations.
How do you level up Npsp?
0:362:53Nonprofit Salesforce How-To-Series: NPSP Levels - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst click on the app launcher to view all items. And select levels next click new let's start withMoreFirst click on the app launcher to view all items. And select levels next click new let's start with the baseline level of bronze.
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 the Salesforce Nonprofit Success Pack?
The Nonprofit Success Pack NPSP sits on top of Salesforce Enterprise Edition, it is a collection of organized packages designed and maintained by Salesforce.org, available for free through the Salesforce AppExchange. For-profits, you can utilize it to track sales leads, marketing initiatives, and clients.
Salesforce Nonprofit Success Pack Data Model
The household name format is the format that the NPSP uses to determine the household account name. NPSP offers you numerous different options above the default option of {Last Name} Household. Let’s take a look at how NMH customizes its household naming settings.
Opportunity Rollups
Opportunity rollups show data and information from corresponding records, including aggregate totals. In other words, rollup fields let information from one record automatically “ roll up ” and emerge on another related record.
What is NPSP in nonprofits?
However, nonprofits solicit donations, request grant funding, and sell tickets—all of which follow their own processes. To that end, NPSP is pre-configured with four custom opportunity sales processes, including donation, grant, in-kind, and major gift.
What is Salesforce used for?
As any deal moves along these stages, the probability of a closed deal increases . Managers use this probability to forecast likelihood of meeting revenue goals, using a percentage of the total value of the deal as the expected, or pipeline, value.
What is NPSP admin?
As an NPSP admin, your familiarity with each of the four preconfigured sales processes will help you understand the default settings. With this understanding, you can work with your colleagues to determine if the default settings meet your requirements or need to be modified.
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 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 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 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.
What is a payment in a pledge?
Payment. Records payments toward a closed opportunity, such as gifts made as part of a pledge. In that case, the pledge would be recorded in an opportunity record, while each gift toward that commitment would be recorded as a payment.
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.
Map Opportunity Fields to Payment Fields
Use Payment Mappings to automatically copy values from Opportunity record fields to Payments, whenever you create a new Payment. You may want to do this so that details from the Opportunity record also appear in the Payment record for easy reference or billing.
Create Missing Payments
If you disable and re-enable Payments, some of your Opportunities may be missing Payment records. You can run a batch process to create the Payment records. For more information, see Create Missing Payments.
How to get a new opportunity name in NPSP?
In the Nonprofit Success Pack, click the NP SP Settings tab, and then click Donations | Opportunity Names. If you don't see the NPSP Settings tab in your org, you can find it in the App Launcher. On the Opportunity Names page, click New Opportunity Name.
What does refreshing all opportunity names do?
Refreshing all Opportunity Names activates a batch process, and renames every matching Opportunity in your organization except those Opportunities whose Opportunity Name Formats you've marked as "Do Not Rename." The process is irreversible. Exercise caution when refreshing all Opportunity Names!
Can you refresh Salesforce Opportunity Name?
When you create a custom Opportunity Name, Salesforce only uses that naming convention for matching Opportunities you create after that. But you can refresh the name of a preexisting, matching Opportunity, once you've specified your settings.
Learning Objectives
The Opportunity: Your Donation Object
- In this unit, we’ll focus on the Opportunity object, a standard Salesforce object used in Nonprofit Success Pack (NPSP) to track your nonprofit’s revenue. Whether you are raising money through online fundraising, direct mail, grants, major gifts, memberships, merchandise sales, programs, or anything else, the Opportunity object holds the data. As w...
Guide Users with Stages and Sales Processes
- Salesforce was originally created for business-to-business salespeople whose deals typically progress in stages over time. As any deal moves along these stages, the probability of a closed deal increases. Managers use this probability to forecast likelihood of meeting revenue goals, using a percentage of the total value of the deal as the expected, or pipeline, value. Most nonpro…
Review and Modify Opportunity Sales Processes
- As an NPSP admin, your familiarity with each of the four preconfigured sales processes will help you understand the default settings. With this understanding, you can work with your colleagues to determine if the default settings meet your requirements or need to be modified. To review or modify NPSP sales processes, follow these steps. 1. Click theSetup icon () and select Setup. 2. …
Customize Opportunity Sales Processes
- Gorav Patel, the Salesforce Admin at the (fictional) nonprofit No More Homelessness (NMH), just met with his Development team to review the opportunity sales processes in NPSP. The team requested a new stage to record when a grantmaker requests a site visit. Let’s follow Gorav as he sets up the new stage. 1. Click the Setup icon () and select Setup. 2. Click the Object Managerta…
Guide Your Users with Paths
- A path guides your users with a visual representation of the stages required for working through a process, such as the grant opportunity we’ve used as an example in this unit. A path helps users stay focused on important tasks. Paths also assist your organization with user adoption and data completeness and integrity. The paths you create for your teams can include: 1. Key fields that u…
Edit A Path
- After working with his stakeholders, Gorav wants to add some key fields and instructions for the new Site Visit stage to help guide his users. Let’s follow Gorav as he customizes this path. 1. Click the Setup icon () and select Setup. 2. Enter path in the Quick Find box and select Path Settings. This is where you can create new paths or edit existing ones. 3. Click Editin the Grant Path row. …
Resources
- Documentation: Required Configuration (includes Update Opportunity Stages, Sales Processes, and Record Types)
- Salesforce Help: Edit or delete Opportunity Stage names
- Salesforce Help: Considerations and Guidelines for Creating Paths