The Salesforce Nonprofit Success Pack (NPSP) course is a specialized training program designed to educate learners about the Nonprofit Success Pack on Salesforce. This course covers how NPSP configures Salesforce for nonprofit needs, including managing donors, fundraising, and program tracking. It provides insights into NPSP features, functionalities, and best practices for nonprofit organizations using Salesforce. Salesforce NPSP (Nonprofit Success Pack) is an essential certification for anyone looking to make a meaningful impact in the nonprofit sector. Whether you’re new to the world of Salesforce for nonprofits or aiming to strengthen your existing skills, our comprehensive course will equip you with the knowledge and expertise needed to excel in the NPSP environment.
Course Objectives:
In this course, you will learn to:
- Install, configure, and customize Salesforce Nonprofit Cloud solutions for nonprofits.
- Anticipate and mitigate risk.
- Meet and manage customer expectations.
- Increase customer confidence.
- Deliver effective business results consistently.
- Manage project implementation from discovery to launch.
- Build solutions that are scalable and maintainable.
- Set up change management practices to ensure long-term solution success.
- Troubleshoot and resolve technical issues.
- Prioritize and escalate customer issues.
- Train the customer on new business processes in the solution.
- Manage data migration.
Course content
Domain Expertise
- Identify the appropriate Salesforce solutions for fundraising and donor management.
- Identify the appropriate Salesforce solutions for marketing and engagement.
- Identify the appropriate Salesforce solutions for program and/or volunteer management.
- Distinguish and rationalize the purpose for resource sites like the Trailblazer Community, Trailhead, and AppExchange, etc.
Nonprofit Cloud Product Configuration
- Given a set of requirements, modify NPSP Settings for people management (Leads, Contacts, Accounts, Affiliations, Relationships, Addresses) defaults.
- Given a set of requirements, configure fundraising features (Opportunities, Payments, Allocations, Gift Entry and Recurring Donations) and batch process handling.
- Given an error message through a Nonprofit Cloud application, determine whether it is a Nonprofit Cloud application issue and appropriate next steps.
- Explain the implications of the Salesforce release window on implementations.
- Install Nonprofit Cloud applications and/or solutions.
- Configure the Nonprofit Cloud application security model to meet customer requirements.
Implementation Strategies and Best Practices
- Given a scenario, facilitate a successful Nonprofit Cloud consulting engagement.
- Gather requirements, create user stories, and turn business processes into solution design.
- Create a change management process based on Salesforce best practices for governance.
- Determine and implement the appropriate testing and deployment strategy (sandbox, production, tools, etc.).
Solution Design
- Identify the appropriate Salesforce solution(s) to meet customer requirements.
- Distinguish when it is appropriate to use declarative development (low code), custom code development, or a third-party solution.
- Analyze customer requirements to determine appropriate solution design considering capabilities, limitations, and design trade-offs.
- Determine the appropriate security features to use following Salesforce best practices.
Integration and Data Management
- Given a specific data requirement, explain the use cases and considerations for using Salesforce native, third-party, or Nonprofit Cloud application data tools.
- Given customer requirements, articulate and implement data migration and/or integration strategies for a Nonprofit Cloud implementation.
- Identify which duplicate management tools to use for a Salesforce implementation.
Analytics
- Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud.
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Course Prerequisites
- Basic understanding of Salesforce administration and familiarity with CRM concepts.
- It’s beneficial for learners to have some experience in the nonprofit sector or interest in nonprofit operations.
- Prior experience as a Salesforce Administrator or Consultant, even at a basic level, is often advantageous for understanding the course material more effectively.
Who can attend
- Project Manager
- Business Analyst
- Solution Architect
- Consultant
- Senior Administrator
- Salesforce Developer / Admin
- Technical Architect
- Data Migration Specialist
Number of Hours: 25hrs
Certification
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- One to One Training
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- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
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