05 Nonprofit Cloud Data Management
- 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.
- NPSP Advanced User’s Guide to Importing Data (document)
- NPSP Administrator’s Guide to Importing Donor Data (document)
- Shield Platform Encryption Compatibility with NPSP (article)
- Given customer requirements, explain the data integration use cases and considerations for a Nonprofit Cloud implementation.
- TRAILHEAD: Introduction to Salesforce Connect
- API Request Limits and Allocations (article)
- Middleware Terms and Definitions (article)
- Data Loader (article)
- When to use Data Loader
- Data Loader (technical library)
- Given a size of records and files for an implementation, identify if the implementation will require additional solution design due to large data volumes.
- TRAILHEAD: Large Data Volumes
- Table-Driven Trigger Management (TDTM) Overview for NPSP
- Disable Trigger Handlers for NPSP
- Identify what duplicate management tools to use for a salesforce implementation, considering common nonprofit needs and compatibility with the various NPSP data models.
- TRAILHEAD: Duplicate Management
- Merge Contacts (article)
- Given a set of business requirements, recommend data management strategies that align with Salesforce best practices.
- TRAILHEAD: Data Modeling
- NPSP Administrator’s Guide to Importing Donor Data (document)
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
- NPSP Advanced User’s Guide to Importing Data (document)
- Free Salesforce Data Tools for Nonprofit Admins (article)
- 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
- TRAILHEAD: Data Management
- NPSP Logic for Creating Opportunity Contact Roles. . . (article)
- Disable Trigger Handlers for NPSP (article)
- Primary Contact vs. Primary Affiliation (article)
- Manage Multiple-Payment Donations (article)
- NPSP Administrator’s Guide to Importing Donor Data (document)