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My organisation has had the Salesforce Nonprofit CRM pack since 2014. I am currently learning the ropes and hoping to update the way we use salesforce as an organisation. Is the CRM the same as the Nonprofit Success Pack? I ask as the App name is different to what I see on Trailhead modules. 

 

I have spotted a few other differences too - for example when I make a new contact, both a household and a seperate account is created. Am I right that we should only need the Household for individual contacts?

 

Any advice is greatly appreciated, thank you.
2 Antworten
  1. 27. Mai 2020, 16:44
    Thank you Rejith, that is really useful. I have been working through the Nonprofit modules on trailhead, but a few things have been different. I think this must be due to changes made by my pre descessor though if we are indeed operating the NPSP, so these modules will be really useful to help understand these changes. Thanks!
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