Announcing the new Nonprofit Cloud Implementation Guide!
This guide provides an overview of features and strategies for successfully setting up Nonprofit Cloud for Stakeholder Management. It shares important questions to ask, best practices to follow, and tips for a successful implementation. Massive kudos to @Ray Gunnell @Carlos Villalpando @Kelli Hudson
and the whole PM team for your work on this.
And big shout-out to the nonprofit community members who helped review and contribute to this including @Judi Sohn, @Dar Veverka and @Skye Tyler. Your expertise, feedback and guidance were instrumental in bringing this document to life. THANKS A MILLION!
Please share this guide with your teammates or anyone who wants a bit more guidance around Nonprofit Cloud Implementation.
Check it out!
https://help.salesforce.com/s/articleView?id=sfdo.npc_implementation_migration_guides.htm&type=5
#Nonprofit #Nonprofit Cloud @Agentforce Nonprofit (Nonprofit Cloud) @Kristin Dorage
@Judi Sohn @Dar Veverka Can you verify that I have this correct? Primarily steps 5 to 8. This is what I am deducing from the migration guide, but it seems like a lot of records, so I'd like a sanity check. Thank you!!
Scenario: 2 people are in the same Household, and one of them is connected to their Employer
Data Configuration Solution: (Note: this would be for data migration of historical data from NPSP)
- Create appropriate Party Role Relationships ahead of time
- Create Business Account for the Employer
- Create Business Account for the Household
- Create Person Account record for both of the people
- Create a Contact Contact Relationship record to connect the two people to each other
- Create an Account Account Relationship to connect Person 1 to the Household Record
- Create an Account Account Relationship to connect Person 2 to the Household Record
- Create an Account Contact Relationship to connect Person 1 to their Employer Record
