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Trailhead

Begin with Nonprofit Success Pack

Salesforce via Trailhead

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Overview

Explore how to fundraise, manage programs, and reach your stakeholders.
  • Explore how Nonprofit Success Pack helps track interactions with your stakeholders.
  • Explore how Nonprofit Success Pack helps manage donations and grants.
  • Explore how to manage nonprofit constituent engagement efforts with campaigns.
  • Build a solid foundation for managing NPSP at your nonprofit.
  • Tour PMM and explore nonprofit program management use cases.

Syllabus

  • People Management in Nonprofit Success Pack
    • Discover How Connections are Represented in NPSP
    • Manage Your Day-to-Day Interactions
  • Money Management in Nonprofit Success Pack
    • Enter Donations
    • Track a Grant
  • Campaigns, Reports, and Dashboards in NPSP
    • Track Engagement with Campaigns in NPSP
    • Take Action Using Reports and Dashboards
  • Nonprofit Success Pack Administration Basics
    • Prepare for Your Role as an NPSP Admin
    • Understand the NPSP Data Model
    • Explore Your Customization Options
    • Practice Key Salesforce Admin Best Practices
    • Find Help on Your Journey as a Nonprofit Admin
  • Program Management Module: Quick Look
    • Get to Know Program Management Module

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