02. NSPS Settings and Administration
- Given a set of requirements, use NPSP Settings for people (Leads, Contacts, and Accounts) management defaults.
- TRAILHEAD: Fundraise with Nonprofit Success Pack
- TRAILHEAD: Administer Nonprofit Success Pack (NPSP)
- What is an Account Model?
- Convert a Lead to a Contact
- How to create an opportunity automaticall when coverting a lead to an contanct
- Parent-Child Data Skew
- Given a set of requirements, use NPSP Settings to set up and troubleshoot Relationships.
- Nonprofit Success Pack and Translation
- Manage Relationships Settings
- Given a set of requirements, use the NPSP Settings to set up donation (Opportunity) management defaults.
- Soft Credits Overview
- What Happens When I Delete an Account?
- Individual Donor Management with Salesforce + NPSP
- Things to Know Before Enabling Customizable Rollups
- Manage Multiple-Payment Donations
- Customize Opportunity (Donation) Names
- 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.
- Recurring Donations – Overview and Setup (article)
- Recurring Donations versus Opportunity (Donation) Payments (article)
- Create Custom Installment Periods for Recurring Donations (article)
- Given an error message through NPSP, determine whether it is an NPSP issue and appropriate next steps.
- Edit or Reschedule NPSP Scheduled Jobs (article)
- Troubleshoot the Nonprofit Success Pack (article)
- Given a requirement to ensure system cleanliness, run the Health Check tool and implement recommended changes.
- Common Health Check Errors (article)
- Data Hygiene Schedule and Actions for New Admins (article)
- Explain the differences between the NPSP release schedule and the Salesforce release schedule, including considerations for declarative and custom development during the deployment stage of an implementation.
- Keep up with NPSP and Salesforce Releases (article)
- Clone Compact Layouts to Preserve Your Changes (NPSP) (article)
- Given a requirement to manage multiple addresses for a nonprofit constituent, be able to define the Address Management functionality and configure the standard state and country picklists functionality to work with the Address, Contact, and Account objects.
- State and Country Picklists for NPSP (article)
- Address Management Overview (article)
- Install and configure NPSP according to best practices in an existing Salesforce org.
- Install Nonprofit Success Pack (article)
- Nonprofit Success Pack Upgrade Guide (document)
- Nonprofit Success Pack Post-Install Checklist (article)
- Create or modify customizable rollups using best practices for a Salesforce org with NPSP 3.0 installed and on the latest version.
- Edit or Reschedule NPSP Scheduled Jobs (article)
- Test Customizable Rollups in your Sandbox
- Create Customizable Rollups