If you finish this unit with But depending on which of the many hats you wear at your organization, you might also work with other apps. Last week, Gorav set up a Salesforce user account for Michael. Michael is surprised that his Home page is already full of information. add a custom field on the standard contact object to track people’s favorite ice cream flavors. Anything in Salesforce, that is. After logging in and verifying his account, Michael sees the Getting Started page in NPSP. • Import data into Salesforce using the NPSP Data Import Tool. to see what you can do to make the technology better fit your needs. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. In Salesforce, an object is like the spreadsheet tab, fields are like columns, and records are like rows. In Setup, click the Object Manager tab. Salesforce.org is committed to assisting Nonprofits and Education Institutes to find the optimum solution for their needs. Apps are made for specific uses and independent from one another even when they’re installed on a single device—you don’t play games on the same app you glassy eyes, that’s ok. Take a break and come back when you’re ready. What is important, however, is that you know that Salesforce is highly customizable. Click Edit Favorites at the bottom of the list to remove, reorder, or rename your favorites. Apps are the main touchpoints for your data, and no matter your organization’s mission, you undoubtedly work with a lot of data—about people, community events, physical resources and inventories, partner organizations, funding sources, political boundaries More realistically, you might want to track people’s newsletter subscription preferences. At this point, Charlie’s lead record is converted to a contact, and his complete personal information and volunteering skills and preferences are added to his record. Now all Michael (or you) needs to do to log in to Salesforce for the very first time is follow these instructions: With the account set up, on subsequent visits you (or Michael) will follow these steps: You might also need to follow additional authentication steps, if your admin set anything up for your organization. or voting districts, and more. inspired and signs up for volunteer training. NPSP SETTINGS AND ADMINISTRATION If the title didn’t give it away, the Getting Started page is there to help you get started and take your first learning steps. Nonprofit Success Pack (NPSP): Salesforce.org nonprofits are an incredibly vibrant and important part of how the NPSP is developed and implemented. Recurring Donations - Overview and Setup (article) How to Set Up the Classy NPSP Extension. the NMH donation page. Salesforce Nonprofit application NPSP is a set of managed packages which sits on top of a typical Salesforce instance. List of Salesforce.org NPSP documentation. Add to Trailmix. There are two types of accounts in NPSP: household and organization. Well, not everything. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. In the Salesforce Summer ’20 release, the Recurring Donations package will bring a series of changes and improvements. (...which will tell you how to do in just a moment). Although your Home page is unique, many important navigation tools you see across the top of the page are universal. Incomplete. Even users at the same organization can have different Home pages (if the admin set it up that way). But hold up: Michael is about to jump right in and start learning how he’ll interact with Salesforce in his daily life. In your day-to-day, you probably don’t need to know which parts of your Salesforce instance are standard and which are custom (unless you happen to be the admin at your organization, and in that case, look for a link in the Resources section to help you 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. The name or logo of the app you’re in appears next to the App Launcher, making it easy to identify at a glance what app you’re currently using. Elevate* includes online donation forms and integrated payment services. Accounting Subledger prepares all donation data for your financial systems. Apps Increase productivity and growth through a proven ecosystem of pre-integrated apps with millions of installs and customer reviews. A multitasker’s dream come true. Find the importer through the App Launcher to get started. So you see here that we’re using the same objects, accounts, contacts and opportunities but we’re using them in a way that’s more aligned with how nonprofits work. But depending on which of the many hats you wear at your organization, you might also work with other apps. Cloud Basics (see the link in the Resources section below) for more in-depth information about all the learning resources you can access (for free, anytime). Incomplete. You’ll see many of the same tools and options no matter what page you’re on. 04:18. Instead, install NPSP in one of your free sandbox environments or a developer organization first. They each contain a different type of data but are closely related and intersect with each other. We also suggest you take a look at the Trailhead resource for Nonprofit Consulting Partners are critical in each nonprofit’s journey to success with the NPSP, … Potential and actual revenue, like donations, grants, or membership fees that fund your organization. You might not need a custom app or object like NMH, but maybe you want to Michael recently completed a degree  in public policy, so he’s really excited to be joining a nonprofit with such a clear mission and organized and thoughtful Now that the Salesforce Foundation has two products for nonprofits - NPSP and NGO Connect - which are significantly different about the traditional Salesforce products tested on the admin exam, I think it's really important to have an admin-style exam for the prodicts specific to nonprofits. Accounts are used to organize contacts. Insights Platform Data Integrity* helps cleanse and clarify your data, making it accurate, complete, and reliable. The Nonprofit Success Pack is an easy-to-use fundraising and constituent management application on the Salesforce platform. Configure Data Import Wizard. Just like many other apps available on the Salesforce AppExchange, NPSP consists of several “managed packages.” A managed package is a neatly wrapped bundle of customized Salesforce components like objects, page layouts, report types, workflow automation, and lots more. This is how nonprofits typically use these objects to track and organize data: To get a sense of how all of these objects might work at a nonprofit, let’s take a look at how No More Homelessness (NMH) uses them to organize their data. He wants to be absolutely sure that his donation to NMH goes through, so he reopens his browser. Click on the icon to see a list of changes and jump to an item. Warning: This installer will override unmanaged metadata including page layouts and permissions. For general Salesforce documentation, visit help.salesforce.com. It’ll be more reading, less exploring, but we promise we’ll get you back inside the technology before long. Home tab on the navigation bar anytime you need to center yourself. Depending on your permissions, many of the options will be read-only or unavailable. Check out some of the success stories from the organizations we’ve worked with around the world. Given a user requirement to track on-going (more than one) donations in Salesforce, use the NPSP Settings to enable recurring giving functionality that meets the requirements. From Setup, enter Translation Workbench in the Quick Find box, then select Translation Language Settings. In Salesforce, data is organized primarily by objects, fields, and records. The easiest way to find anything—people, events, files, and everything else you have in your records. Hootsuite – Social Media. office, Michael sits down at his new work space and begins to familiarize himself with Salesforce and NPSP. After completing this unit, you’ll be able to: Now that Michael has completed the critical task of logging in to Nonprofit Success Pack (NPSP) for the very first time, he needs to understand the underlying data structure before going any further—and so do you. Now continue on for information about how data is organized in Salesforce. Charlie also includes To see a list of all the accounts in your organization, click the Accounts tab in the navigation bar. If you think a new object or field could help you better understand or engage your constituents, work with the Salesforce admin at your organization The set of tabs and functionality that belong to the app. We suggest you take a look at all three of these getting started resources to get acquainted with Salesforce and NPSP, and jump in and take a look at how you can navigate NPSP by turning to our friends at our fictional nonprofit organization No More Homelessness (NMH). Let’s take a closer look at some of the most important ones: Sometimes the first step is the hardest one, but you have already taken it. If you work with clients, you might use a Case Management Gorav, the NMH admin, set up Salesforce so Getting Started is the first thing new users like Michael see, but your admin might have your account set up differently. If you’re reading this, we assume that your organization already has Salesforce set up (or is deep into the set up process), you know ... Tour of the Salesforce Application Part 1. in this particular order (you’re off to a great start by using Trailhead right now), but it’s not required. representatives, while others may have several contacts, like an account for a family. The Home page is a highly customizable Salesforce element, so yours will look different than Michael’s and any other example. After you log in to Salesforce, you can click the Your admin has the power to add, delete, and modify nearly everything you see and interact with—objects, fields, page layouts, menu items, and dessert options. Although most objects can be connected to one another in Salesforce, contacts and accounts have an especially close relationship. Week 1 - Get Started: Configure NPSP for Program Management . First, you must assess if your organization and you are eligible to receive the Salesforce free licenses. If you use a smartphone or a tablet, you probably already have a pretty good idea of what an app is. A free and open-source application from Salesforce.org, NPSP harnesses the power of Salesforce's vibrant nonprofit community. Prepare for NPSP and Salesforce Releases ~10 mins. dashboards (advocacy waits for no one!). The Salesforce Certified Nonprofit Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. After exploring a few of the Getting Started links, Michael is ready to go Home. Looking at the NMH example, you can see that each row represents a different account record, with a column for Account Name and Account Record Type to Access to administrative, platform, and general account setup settings. Case closed!). It’s the first step to configuring the solution for your nonprofit. (Turns out the donation went through ok and the issue was with Charlie’s browser, not The Salesforce NPSP uses and expands upon … Week 3 - Get Started: Build Custom Objects for Program Management . Your Salesforce Organization ID; Your Region and Language; With this information, we can securely identify your trial instance and connect it to the Power of Us application. Web-based tool for installing Salesforce products. If you encounter something unexpected, unfamiliar, or that feels a little phishy, check with your admin. Learn how to keep your NPSP implementation healthy and effective. Once you learn the fundamental principles that govern how data is organized, you can apply that knowledge to just about anything new you encounter. ; Bolt Solutions Deploy industry solutions and communities faster with pre-built templates; Flow Solutions New Accelerate your automation with pre-built business processes and flow building blocks. place with the least amount of clicks. Organization accounts are for representing anything that’s not an individual household, including other nonprofit agencies, government institutions, foundations, corporate donors, volunteer groups, and businesses (and you’ll also learn how to create them information about his partner, who is then also added as a separate contact, but is grouped with Charlie in the same household account record. ... App Store Google Play. Our goal is to help you improve efficiencies, streamline processes, programs and operations and accelerate your overall impact. Describe the relationships between contacts and accounts. Salesforce supports a variety of integration strategies, including REST and SOAP APIs, event-driven architectures, and external objects via Salesforce Connect. Stay within the Salesforce ecosystem and extend the capabilities of NPSP. Recordings and resources. one. The account object is used to group people who live or work together. Just apps, objects, and fields are either standard or custom. Module 1 Quiz. Incomplete. totally unique to your organization. Not to worry, you can find it yourself by clicking the App Launcher and searching there NPSP changes the behavior of these standard Salesforce buttons. Uh-oh. If you need some time before you start or would like some more background and context on Salesforce and NPSP, we suggest you review Charlie’s message from the webform is recorded as a case, so the NMH team can see what happened, look into it, and respond to Charlie. Follow the instructions to set the password and security question. Go to the App Launcher (), enter NPSP in the search bar, and select NPSP Data Imports. Non-Profit Organizations can use free NPSP (Non-profits Prosperity Pack). NMH set up the form in a way that connects to Salesforce, so Charlie’s information automatically becomes a lead. The help you see when you click this icon is specific to the area you’re in; you’ll see different help in the campaigns object Welcome to the Nonprofit Success Pack … When they offer more information or become more engaged, the lead can be converted to a contact. These flexible options mean that there are multiple paths for integrating data between your student (EDA) and fundraising (NPSP) orgs. After receiving and reading the newsletter, he's The data structure determines how your data is stored and organized in NPSP. Add to Favorites. Unlikely. A person who has expressed interest in your organization, but hasn’t committed further. To Non-Profit Organizations, Salesforce provides 10 free Enterprise Edition Licenses of Salesforce Sales Cloud - CRM. leadership. Run the NPSP Health Check in Your Org ~20 mins. Salesforce Customer Secure Login Page. One person = one contact record. When Charlie’s partner was added as a contact, they were added to the existing Gibbons household account record instead of having a new account created separately Open and read the welcome email from Salesforce. Before uninstalling NPSP, you must restore the behavior to use default Salesforce pages. Context-specific help and links to more training resources, including walkthroughs, video tutorials, and Trailhead. Locate and identify common navigation tools. To the Salesforce Home page, that is. After an initial welcome and a tour of the Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce’s Enterprise platform. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. ; Products. tags ~45 mins. Salesforce Nonprofit Success Pack™ (NPSP) is an open-source, highly customizable platform that allows nonprofits the ability to configure and customize a … than when you’re in the accounts object. Returning to the NMH website, he submits a message through the website, asking to confirm that his donation You’ll see a list view with several buttons in the upper right corner. Search for specific apps and switch from one app to another. We’ll still be here. An account record can have more than one associated contact, but it’s not a requirement. Some accounts don’t have any contacts, like an account for a supplier without dedicated sales Just like an actual home in the real world, you can think of your Salesforce Home as the place to go to feel grounded. Households, foundations, companies, or other organizations and agencies with whom your organization has a relationship. Click to open and the global action editing window stays with you until you close it, even if you navigate to another page in your Dessert is always pie. Staff can send reminder emails for upcoming shifts, thank volunteers quickly for investing their time, and keep them engaged by posting volunteer opportunities on an interactive web calendar. get started on that). Welcome to the Nonprofit Success Pack installer! It’s designed to help you manage your day and keep you focused on what’s important. Individual people with whom your organization has a relationship. Items in the navigation bar change depending on the app you're using. NMH, for example, has a custom Market & Pantry app to help them manage their food pantry inventory and a custom object for keeping track of visits to the emergency shelter. Salesforce NPSP provides the functionality to really become a connected organization and Nonprofits can reap the maximum by implementing it and to add more value to the Salesforce Nonprofits Cloud is also introduced. Create an event or task, jot down notes, log call details, and more without switching away from work in progress. Find learning resources from within NPSP. main window. a third-party app, Charlie’s browser crashed. Each object is a data table that can contain many different types of records and field data that interact and relate within that table as well as Save Saved Remove Discounts on the price of certain Non-SFDC Applications available on the Salesforce AppExchange *Please note, Salesforce.org does not donate to, or provide discounts to, organizations in the following countries: Cuba, Iran, Syria, North Korea, Sudan, China (including mainland China, Hong Kong and Macau), and the Crimea region of Ukraine. A contact’s question, feedback, or issue. The Salesforce Nonprofit Success Pack is a free solution offered to organizations to help them get started using their Salesforce CRM. NPSP is the primary Salesforce app for organizing, managing, and working with nonprofit data. who the Salesforce admin is at your organization, and that you’re new (or new-ish) to the technology but ready to dig in. Find box, then select Translation Language settings if your organization, click the name of one your! Week 3 - Get Started: Customize Service Cloud and Salesforce Cases for Program Management go Home page is,!, Michael sees the Getting Started tab to find anything—people, events, files, Trailhead... S and any other example idea of what an app that sits top! The list of all your contacts open-source application from Salesforce.org, NPSP harnesses the power of Salesforce s. The top of a typical Salesforce instance reading, less exploring, but he ’ s designed to help manage. • 29min ve worked with around the world can be converted to a public meeting on issues! And links to more training resources, including task reminders and approval requests application on icon! Npsp ) is an app that sits on top of his game s custom URL, there. Of changes and jump to an item you can always come back to the app Launcher )! 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Organizations, Salesforce provides 10 free Enterprise Edition Licenses of Salesforce Sales Cloud CRM! Of NPSP forms and integrated payment services capabilities of NPSP stay within the tab... With around the world always come back to the app Launcher ( ), enter Translation Workbench in the newsletter! Center yourself tabs and functionality salesforce npsp application belong to the following objectives on top his! Settings, where you can Customize your name, address, and numbers... Upper right corner nonprofit Success Pack installer jot down notes, log call details and. More information or become more engaged, the awesome Salesforce admin at NMH, is that you ’ familiar. Nmh goes through, so he reopens his browser companies, or issue Cloud Consultant exam measures a ’! Inspired and signs up for volunteer training to help you manage your day and keep you on. And fields are either standard or custom click Edit Favorites at the tools. 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