About a year ago (and prior to my time with the org), our team moved over to Salesforce NPSP. It brought a lot of baggage -- including hundreds of duplicate contact records, and thus household account records. We are signed up with a Professional License in Cloudingo, but are fumbling to get started and use the tool effectively and efficiently.
I can't seem to find many resources out there or other blogs/spaces where folks are talking about Cloudingo's NPSP considerations (as it is obvious the app was made for traditional Salesforce users). At this point, any and all resources and guidance would be helpful (I am not a Salesforce Admin, but have been tasked with this, fyi)! Thank you in advance.
Agreed @Felice Nightengale
I would love to see how best to tackle OG's post more at the macro level than working from the ground up to perhaps align with a stronger vision and best practice path.
