Get and Connect Your Nonprofit Success Pack Org

Learning Objectives

In this project, you’ll:

• Sign up for a free Salesforce Developer Edition org that includes Nonprofit Success Pack (NPSP) and sample data.
  
• Connect your new Developer Edition org to Trailhead for use as a Trailhead Playground.
  

Salesforce for Nonprofits includes both integrated platform solutions and managed packages. This badge covers Nonprofit Success Pack, a managed package. To learn about other Salesforce for Nonprofits solutions, see Salesforce for Nonprofits Basics.

Before You Start

Before you start this module, consider completing the following recommended content.

• Nonprofit Success Pack (NPSP) Basics
  

Get to Know Nonprofit Success Pack

If you work at or with social good organizations, you know how complicated nonprofit work can be. It’s difficult to track and manage the relationships with donors, program participants, and other stakeholders.

Salesforce can help you make sense of those relationships, and Nonprofit Success Pack (NPSP) adds purpose-built solutions for the unique challenges nonprofits face. NPSP provides essential tools to capture and manage data about individual stakeholders, their households, and donations of all kinds.

In this project, you sign up for a free Salesforce Developer Edition org with NPSP installed, then connect the org to Trailhead to use as a Trailhead Playground. Use the Playground to follow along with the examples in other Trailhead NPSP modules, to complete Trailhead projects for NPSP, or to experiment on your own and get experience with the app.

Understand Your Developer Edition Org with NPSP Included

A Developer Edition is a free, fully featured Salesforce org separate from your organization’s Salesforce org. It’s a place where you can try new things from a blank slate or special configuration. In this project, you sign up for a Developer Edition that includes configured NPSP tools and features, plus sample data so you can start to experiment right away.

Like many other apps available on AppExchange, NPSP is a managed package. A managed package is a bundle of customized Salesforce components like objects, page layouts, report types, and automations.

Meet Trailhead Playgrounds

Much like a real-life playground, a Trailhead Playground is a place for you to, well, play. It’s a test environment where you can explore and make customizations without affecting anything else—especially your production org, where your organization has active users accessing mission-critical data.

When you first log in to Trailhead, a Playground is created for you, and you can have up to 10 active Trailhead Playgrounds connected at any given time. You usually create Playgrounds from Trailhead, but in this project you sign up for a separate Developer Edition org, then connect it to Trailhead to use it as a Playground.

Sign Up for a Developer Edition Org with NPSP

Get the free Developer Edition org and connect it to Trailhead now so you can complete NPSP challenges. This Developer Edition is designed to work with the Trailhead NPSP challenges listed in Resources and may not work for other badges. Always check that you’re using the Trailhead Playground or special Developer Edition org that we recommend.

1. Sign up for a free Developer Edition org with NPSP.
   
2. Fill out the form:
   
   • For Email, enter an active email address.
     
   • For Username, enter a username that looks like an email address and is unique, but it doesn't need to be a valid email account (for example, yourname@example.com).
     
3. After you fill out the form, click Sign me up. A confirmation message appears.
   
4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.
   
5. Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.
   
6. You’re logged in to your Developer Edition.
   

Now connect your new Developer Edition org to Trailhead.

1. Make sure you're logged in to your Trailhead account.
   
2. In the Challenge section at the bottom of this page, click the existing org name and then click Connect Org.
   
3. On the login screen, enter the username and password for the Developer Edition you just set up.
   
4. On the Allow Access? screen click Allow.
   
5. On the Want to connect this org for hands-on challenges? screen click Yes! Save it. You’re redirected back to the challenge page and ready to use your new Developer Edition to earn this badge.
   

Great! Your Developer Edition org with NPSP is now connected as a Trailhead Playground.

There’s only one more thing to do to make sure you’re ready for the other NPSP challenges. Click Verify to make sure your Playground is connected.

Now you’re ready to begin NPSP hands-on challenges! See the links in Resources to try one now.

Resources

• Trailhead: Set Up Gift Entry in Nonprofit Success Pack
  
• Trailhead: Create an Opportunity Record Type for Nonprofit Success Pack (NPSP)
  
• Trailhead: Build a Donor Email Flow for Nonprofit Success Pack (NPSP)
  
• Trailhead: Import Your Data Using NPSP Data Importer
  
• Trailhead: Extend NPSP Data Importer with Advanced Mapping