05 Nonprofit Cloud Data Management

  1. Given a specific data requirement from a nonprofit, explain the use cases and considerations for using Salesforce Data Loader, NPSP Data Importer, or the Salesforce Import Wizard.
    1. NPSP Advanced User’s Guide to Importing Data (document)
    2. NPSP Administrator’s Guide to Importing Donor Data (document)
    3. Shield Platform Encryption Compatibility with NPSP (article)
  2. Given customer requirements, explain the data integration use cases and considerations for a Nonprofit Cloud implementation.
    1. TRAILHEAD: Introduction to Salesforce Connect
    2. API Request Limits and Allocations (article)
    3. Middleware Terms and Definitions (article)
    4. Data Loader (article)
    5. When to use Data Loader
    6. Data Loader (technical library)
  3. Given a size of records and files for an implementation, identify if the implementation will require additional solution design due to large data volumes.
    1. TRAILHEAD: Large Data Volumes
    2. Table-Driven Trigger Management (TDTM) Overview for NPSP 
    3. Disable Trigger Handlers for NPSP 
  4. Identify what duplicate management tools to use for a salesforce implementation, considering common nonprofit needs and compatibility with the various NPSP data models.
    1. TRAILHEAD: Duplicate Management
    2. Merge Contacts (article)
  5. Given a set of business requirements, recommend data management strategies that align with Salesforce best practices.
    1. TRAILHEAD: Data Modeling
    2. NPSP Administrator’s Guide to Importing Donor Data (document)
    3. An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
    4. NPSP Advanced User’s Guide to Importing Data (document)
    5. Free Salesforce Data Tools for Nonprofit Admins (article)
  6. Given a situation in which data needs to be imported to the system, use the NPSP settings at appropriate times during the data loading process to refresh opportunities, recurring donations, and levels
    1. TRAILHEAD: Data Management
    2. NPSP Logic for Creating Opportunity Contact Roles. . . (article)
    3. Disable Trigger Handlers for NPSP (article)
    4. Primary Contact vs. Primary Affiliation (article)
    5. Manage Multiple-Payment Donations (article)
    6. NPSP Administrator’s Guide to Importing Donor Data (document)