[mautic type=”form” id=”5″]
- 02.01 Security Settings 25% of 11%
- 02.02 Row-Based Security Requirements and Security Predicates 60% of 11%
- App Sharing 15% of 11%
- Breakfast
- Contact Me
- loop
- Mike Quill
- Module: Analytics Basics
- Nonprofit Cloud Consultant Certification Exam Study Notes
- Nonprofit Cloud Consultants Trailmix
- 01. Nonprofit Domain Expertise
- 02. NSPS Settings and Administration
- 01.01.01 TRAILHEAD: Manage Fundraising for Nonprofits
- 01.04.03 Create Custom Installment Periods for Recurring Donations
- 01.05.01 Edit or Reschedule NPSP Scheduled Jobs
- 01.05.02 Troubleshoot the Nonprofit Success Pack
- 01.07.01 Keep Up with NPSP and Salesforce Releases
- 01.07.02 Clone Compact Layouts to Preserve Your Changes
- 01.09.01 Installing Nonprofit Success Pack
- 01.10.01 Edit or Reschedule NPSP Schedules Jobs
- 02.01.03 What is an Account Model?
- 02.10.03 Create Customizable Rollups
- 02.01.04 Convert A Lead to a Contact
- 02.01.06 Parent Child Data Skew
- 02.02.01 Nonprofit Success Pack and Translation
- 02.02.02 Manage Relationship Settings
- 02.03.01 Soft Credit
- 02.03.02 What Happens When I Delete an Account
- 02.03.03 Individual Donor Management with Salesforce + NPSP
- 02.03.04 Things to Know Before Enabling Customizable Rollups
- 02.03.06 Customize Opportunity (Donation) Names
- 02.04.01 Recurring Donations – Overview and Setup
- 02.10.02 Test Customizable Rollups in your Sandbox
- 02.04.02 Recurring Donations versus Opportunity (Donation) Payments
- 03. Nonprofit Cloud Implementation Strategies & Best Practices
- 04. Nonprofit Cloud Solution Design
- 04.01.01 Salesforce Products
- 04.01.02 Products Overview
- 04.01.03 Salesforce Industry Solutions (
- 04.01.04 Create and Manage Donation Allocations
- 04.01.05 Salesforce Marketing Cloud for Nonprofits Demo
- 04.01.06 Communicate More Effectively with Salesforce for Nonprofits
- 04.01.07 Instant Insight Across Your Nonprofit
- 04.01.08 Nonprofit Success Pack (NPSP): The Foundation for the Connected Nonprofit
- 04.01.09 Salesforce Social Studio for Nonprofits – Demo
- 04.01.10 TRAILHEAD: Lightning Flow
- 04.01.11 TRAILHEAD: Get Started with Community Cloud
- 04.01.12 TRAILHEAD: Community Cloud Basics
- 04.01.13 TRAILHEAD: Create Digital Engagement on Multiple Channels
- 04.04.01 An Introduction to Categorizing Contacts in Salesforce for Nonprofits
- 04.04.02 Create and Update Campaign Members Through an Opportunity
- 04.04.03 What are Campaigns and How Do They Work?
- 04.04.04 Create and Manage Levels
- 04.04.05 Dynamic Lightning Pages
- 04.04.06 Getting Started: Soliciting and Managing Grants with Salesforce + NPSP
- 04.05.07 Create and Manage Engagement Plans
- 04.04.08 Getting Started: Individual Donor Management with Salesforce
- 04.05.01 Classic Encryption for Custom Fields
- 04.05.02 Shield Platform Encryption Compatibility with NPSP
- 04.05.03 Security Health Check
- 04.05.04 Two-Factor Authentication
- 04.05.05 Permission Sets
- 04.05.06 Profiles
- 04.05.07 Organization-wide Sharing Defaults (
- 05 Nonprofit Cloud Data Management
- 05.02.01 Trailhead: Introduction to Salesforce Connect
- 05.02.03 Middleware Terms and Definitions
- 05.02.05 When to use Data Loader
- 05.03.01 Trailhead: Large Data Volumes
- 05.01.01 NPSP Advanced User’s Guide to Importing Data
- 05.01.02 NPSP Administrator’s Guide to Importing Donor Data
- 05.01.03 Shield Platform Encryption Compatibility with NPSP
- 05.02.02 API Request Limits and Allocations
- 05.02.04 Data Loader
- 05.02.06 Data Loader – Technical Library
- 05.03.02 Table-Driven Trigger Management (TDTM) Overview for NPSP
- 05.03.03 Disable Trigger Handlers for NPSP
- 05.04.01 TRAILHEAD: Duplicate Management
- 05.04.02 Merge Contacts
- 05.05.01 TRAILHEAD: Data Modeling
- 05.05.02 NPSP Administrator’s Guide to Importing Donor Data
- 05.05.03 An Introduction to Categorizing Contacts in Salesforce for Nonprofits
- 05.05.04 NPSP Advanced User’s Guide to Importing Data
- 05.05.05 Free Salesforce Data Tools for Nonprofit Admins
- 05.06.01 TRAILHEAD: Data Management
- 05.06.02 NPSP Logic for Creating Opportunity Contact Roles
- 05.06.03 Disable Trigger Handlers for NPSP
- 05.06.04 Primary Contact vs. Primary Affiliation
- 05.06.05 Manage Multiple-Payment Donations
- 05.06.06 NPSP Administrator’s Guide to Importing Donor Data
- 06. Nonprofit Cloud Analytics ( 6% )
- NPSP How-To-Series Notes
- NPSP How-To Series: Convert a Lead (2:19)
- NPSP How-To Series: Create a Contact – Classic (1:20)
- NPSP How-To Series: Override a Default Contact Address (2:31)
- NPSP How-To Series: Manage Multiple-Payments in NPSP (1:55)
- NPSP How-To Series: Donation Acknowledgments (2:17)
- NPSP How-To Series: Custom Opportunity Naming (3:07)
- Pardot Consultant Certificate
- Style Guide
- UX Designer Certificate