+3,500포인트

트레일

Administer Nonprofit Success Pack (NPSP)

Learn the basics for implementing Nonprofit Success Pack.

~9시간 5분

+500포인트

모듈

Nonprofit Success Pack Administration Basics

Build a solid foundation for managing NPSP at your nonprofit.

~1시간 5분

Prepare for Your Role as an NPSP Admin

~10분

미완료

Understand the NPSP Data Model

~10분

미완료

Explore Your Customization Options

~10분

미완료

Practice Key Salesforce Admin Best Practices

~20분

미완료

Find Help on Your Journey as a Nonprofit Admin

~15분

미완료

hide유닛 5개 숨기기

+100포인트

프로젝트

Set Up a Nonprofit Success Pack Trial for Trailhead

Connect a trial org to complete hands-on challenges for Nonprofit Success Pack.

~15분

Get and Connect Your Nonprofit Success Pack Org

~15분

미완료

show단계 1개 표시

+400포인트

모듈

Contact and Account Settings in Nonprofit Success Pack

Set up accounts and contacts in NPSP.

~1시간 20분

Configure Household Naming

~20분

미완료

Manage Addresses

~20분

미완료

Create Custom Relationships

~20분

미완료

Manage Duplicate Contacts and Accounts

~20분

미완료

show유닛 4개 표시

+500포인트

모듈

Opportunity Settings in Nonprofit Success Pack

Set up opportunities in NPSP to track revenue.

~1시간 35분

Understand and Customize Sales Processes and Paths

~20분

미완료

Set up Soft Credits

~20분

미완료

Enable Customizable Rollups

~20분

미완료

Configure GAU Allocations and Payments

~15분

미완료

Manage Recurring Donations

~20분

미완료

show유닛 5개 표시

+500포인트

프로젝트

Set Up Gift Entry in Nonprofit Success Pack

Customize Gift Entry fields for more efficient gift processing.

~1시간 15분

Enable Gift Entry

~15분

미완료

Create Fields and Connect Them with Advanced Mapping

~15분

미완료

Edit and Create Gift Entry Templates

~15분

미완료

Test Your Templates

~15분

미완료

Use Advanced Mapping to Populate Contact Address Fields

~15분

미완료

show단계 5개 표시

+500포인트

모듈

Nonprofit Success Pack Health and Optimization

Learn how to keep your NPSP implementation healthy and effective.

~1시간 5분

Run the NPSP Health Check in Your Org

~20분

미완료

Prepare for NPSP and Salesforce Releases

~10분

미완료

Set Up a Sandbox in Your Salesforce Org

~20분

미완료

Use Sandboxes to Manage Change

~5분

미완료

Contribute to the Salesforce.org Open Source Community

~10분

미완료

show유닛 5개 표시

+500포인트

프로젝트

Build a Donor Email Flow for Nonprofit Success Pack (NPSP)

Create a flow to help users quickly send templated gift acknowledgment emails to donors.

~1시간 15분

Add a Screen to Your Flow and Get Records

~15분

미완료

Get Records and Create An Email Template

~15분

미완료

Create a Preview Screen and Send Email Action

~15분

미완료

Update the Record and Debug the Flow

~15분

미완료

Deploy and Use Your Flow

~15분

미완료

show단계 5개 표시

+500포인트

프로젝트

Create an Opportunity Record Type for Nonprofit Success Pack (NPSP)

Build a record type to track earned revenue beyond gifts and donations.

~1시간 15분

Get to Know Opportunity Record Types

~15분

미완료

Create and Manage Stages and Sales Processes

~15분

미완료

Create New Fields and Page Layouts

~15분

미완료

Create and Test a New Opportunity Record Type

~15분

미완료

Customize Rollups to Exclude an Opportunity Record Type

~15분

미완료

show단계 5개 표시

~9시간 5분