Nonprofit Starter Pack Workbook

Started by Tony Budak, June 28, 2015, 11:05:41 pm

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andryusky

...understood!

Quote from: Tony Budak on July 02, 2015, 06:48:57 am
Judi Sohn[/url](salesforce.com)
[size=10] [/size]
Yup - here's the most important thing to know about NPSP:

It IS Salesforce.

It's built ON the Salesforce platform. So everything Salesforce has, you have. You just have some additional customization on top to help you manage individuals and their donations and other typical nonprofit processes in Salesforce. But above all, it's Salesforce.

Does that help?


Tony Budak

 Judi Sohn[/url](salesforce.com)
[size=10] [/size]
Yup - here's the most important thing to know about NPSP:

It IS Salesforce.

It's built ON the Salesforce platform. So everything Salesforce has, you have. You just have some additional customization on top to help you manage individuals and their donations and other typical nonprofit processes in Salesforce. But above all, it's Salesforce.

Does that help?
With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

Tony Budak

July 02, 2015, 06:43:34 am #4 Last Edit: July 02, 2015, 07:02:49 am by Tony Budak
 Judi Sohn(salesforce.com)
Go to the blue drop-down in the upper right hand corner, and select 'Nonprofit Starter Pack' - that will change the tabs so you can see NPSP Settings, NPSP Resources and it may be a better place to start from.

I'd also recommend that you work through this workbook.

https://powerofus.force.com/articles/Resource/Nonprofit-Starter-Pack-Workbook


WHAT IS THE NPSP
https://powerofus.force.com/articles/Resource/What-is-the-Nonprofit-Starter-Pack

With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

Tony Budak

July 01, 2015, 08:36:33 pm #3 Last Edit: July 01, 2015, 08:45:58 pm by Tony Budak
Install Nonprofit Starter Pack 3

Nicole Aebi-Moyo (Deloitte Consulting)

You can install the NPSP (Non-Profit Starter Pack) into your instance of salesforce (https://powerofus.force.com/articles/Resource/Install-Nonprofit-Starter-Pack-3). That should give you all the standard functionality.

Before you do that though, might be worth just checking that you do indeed have the 10 free licenses. You can do this through Setup | Company Profile | Company Information and then scroll down to the User License section.Install Nonprofit Starter Pack 3Install Nonprofit Starter Pack 3
-------------------------------------cut and paste------------------------------
Thanks Nicole,
Will cautiously now do the install the NPSP. LOL
Thanks again and again, Cheers, Tony

With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here

andryusky

Can't wait to get this implemented! 
My gears are ticking.... (can you see the smoke?)

Quote from: Tony Budak on June 28, 2015, 11:05:41 pm
Nonprofit Starter Pack Workbook

I just found the following devoted to NON-PROFITS from Salesforce,  a quick must read.

Getting Started Workbook - http://bit.ly/ZhfbbX

"The Nonprofit Starter Pack is an app that sits on top of Salesforce Enterprise Edition. The Nonprofit Starter Pack pre-configures Salesforce for nonprofits, and is designed to make the daily life of nonprofits a little easier.

The tutorials in this workbook take you through some common Nonprofit Starter Pack workflows, and show you how you can use Salesforce to better manage donors and donations. The tutorials build on one another, and you should do them in order."

Also a train the trainer video for a Nonprofit Start up, good content and audio after 2 minutes,

GO 2#1 https://vimeo.com/96635904

GO 2#2 https://vimeo.com/96635905





Tony Budak

June 28, 2015, 11:05:41 pm #1 Last Edit: June 29, 2015, 11:10:07 pm by Tony Budak
Nonprofit Starter Pack Workbook

I just found the following devoted to NON-PROFITS from Salesforce,  a quick must read.

Getting Started Workbook - http://bit.ly/ZhfbbX

"The Nonprofit Starter Pack is an app that sits on top of Salesforce Enterprise Edition. The Nonprofit Starter Pack pre-configures Salesforce for nonprofits, and is designed to make the daily life of nonprofits a little easier.

The tutorials in this workbook take you through some common Nonprofit Starter Pack workflows, and show you how you can use Salesforce to better manage donors and donations. The tutorials build on one another, and you should do them in order."

Also a train the trainer video for a Nonprofit Start up, good content and audio after 2 minutes,

GO 2#1 https://vimeo.com/96635904

GO 2#2 https://vimeo.com/96635905



With Respect and Cheers,
Tony Budak, Site Owner and Webmaster

Please do not email or PM me for Forum/Board technical support. Instead Post Questions and Concerns Here