Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP

Salesforce Career Success Bootcamp - Nonprofit Cloud Success Pack - Learn the Object Model and Ins and Outs of NPSP.

For this course, I recommend that you sign up for a new free Salesforce Developer Account, rather than using an existing one you have been using through the previous modules of this Bootcamp Course Series.

In this course, we will be installing the Nonprofit Success Pack into a Free Developer account, which will change the Account Model in the org - this is why I would like for you to perform the steps in this module in a fresh, new developer account.

This course is the eighth course of my Salesforce Career Success Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series. This course builds upon the work we performed in the previous courses in this Bootcamp series. I recommend that you take these courses in sequential order.

I have previously encouraged my students to volunteer for a non-profit in order to gain Salesforce experience to add to their resume. This course is instrumental in helping you to learn key differences in the nonprofit instance of Salesforce, which differs greatly from a regular, enterprise (for-profit) instance of Salesforce.

Who is this Bootcamp Series For?

This Bootcamp Series and this course, the Nonprofit Cloud Success Pack, is intended for someone that is trying to land their first Salesforce job and has been told that they lack the appropriate level of experience. This particular course will be helpful especially to those that desire to volunteer for a non-profit in order to gain experience, but have had no exposure yet to the Nonprofit Cloud from Salesforce.

No certification or prior Salesforce experience is required. 

This Bootcamp series helps you expand and deepen your knowledge of the Salesforce platform. You will also come away with real-world applications that you can use in your own life – whether in an existing job, or helping you land you first, or next, Salesforce job.

Why I Created this Bootcamp Series of Courses

I surveyed my students to find out what the biggest challenges were that they faced in launching their own Salesforce career. The most reported obstacle to starting a Salesforce career was a lack of experience. I created this Salesforce Career Success Bootcamp Series to empower you to 'Make Your Own Experience' rather than passively waiting for someone else to bestow your first Salesforce job randomly.

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP
  • Bootcamp Part 8 - Nonprofit Cloud Success Pack Introduction

    For this Module, I recommend that you sign up for ANOTHER free Salesforce Developer Account, rather than using the existing one you have been using through the previous modules of this Bootcamp.

    In this Module, we will be installing the Non-Profit Success Pack into a Free Developer account, whic...

  • Signing Up for a Free Salesforce Developer Account - Use a New One

    In this lesson, I walk you through the process of signing up for a free Salesforce Developer account. We will use this free Salesforce Developer account to then install the Non-Profit Cloud Success Pack into.

  • Installing Nonprofit Success Cloud into a Free Developer Account

    In this lecture, we walk through confirming our new free developer account and installing the Non-Profit Success Pack (NPSP) into it.

  • Nonprofit Success Pack Post Install Checklist

    When installing Nonprofit Success Pack on top of new Developer edition of Salesforce, you’ll need to perform some additional steps. In this lecture we begin to look at our org now that the Nonprofit Success Pack has been installed and make a few adjustments. Among those adjustments, we set the En...

  • Creating a Membership Sales Process

    The Nonprofit Success Pack only installs an NPSP Default Sales Process and Record Type. In this lesson, we create a Membership Sales Process.

  • Creating a New Membership Opportunity Record Type

    Now it is time to create a new Membership Opportunity Record Type to correspond with the Membership Sales Process.

  • Assigning New Record Types to Profiles

    Nonprofit Success Pack installs with additional Record Types for Account (Household and Organization), but they are not assigned to any profiles upon installation, so they will not be visible to anyone until enabled. We add the Account Record Types of Household and Organization to our System Admi...

  • Editing Account Page Layouts

    In this lecture, we work through editing the Household Account Page Layout to add new Quick Actions and a Related List for Addresses.

    To edit the Household Account page layout:

    In Salesforce Setup, click the Object Manager tab, then click Account | Page Layouts. Edit the Household Layout and ad...

  • Assigning Page Layouts

    Nonprofit Success Pack installs with one Page Layout for Contact, two page layouts for Account (Household and Organization) and two page layouts for Opportunity (Donation and Membership). In this lecture we change the page layout assignments for the Account and Opportunity Record Types.

  • Account Models and Updates to NPSP

    The Nonprofit Success Pack supports three different account models:

    Household Account Model

    1-to-1 Account Model

    Individual (‘Bucket’) Account Model

    For NPSP 3.0 and later, the Household Account model is the preferred account model. In this lecture, I show you how to change the Account Model ...

  • Overriding the Lead Conversion Button

    In this lecture, we review the lead conversion process in the NPSP. We then override the standard Lead Conversion page with a Visualforce page that came with the NPSP. We also discuss how to change versions of a Visualforce page as well as how to set security on one for individual profiles.

  • Additional NPSP Resources

    There are several helpful resources for the NPSP available on Trailhead and the Power of Us Hub. Refer to the links below.

  • Health Check and NPSP Settings

    To find out if you need to correct any configuration steps, run Health Check. Select the NPSP Settings tab, then select System Tools.

    We also look at the Error Log available in the NPSP Settings tab, as well as how to set Error Notifications.

    Additionally, we look at the Power of Us Hub. There ...

  • Finding Volunteer Salesforce Opportunities

    In this lecture, we discuss several different websites that sometimes contain volunteer opportunities to work on Salesforce projects.

    TaprootOne good website to find Salesforce projects is Taproot. Here is a clickable link to search for current Salesforce Opportunities on the Taproot website.

    C...