Table of Contents
How do I install NPSP in Salesforce?
You can install NPSP in one of the following ways: Sign up for a trial version of NPSP (which gives you Salesforce Enterprise Edition with NPSP pre-installed). This is the easiest way and is the method recommended by Salesforce.org. Install NPSP on top of an already existing organization that uses Salesforce Enterprise Edition.
Can I convert from NPSP to household account model?
This guide is for users who upgraded to NPSP from a previous version and want to convert to the Household Account Model. Pricing and edition information: Pricing: First 10 subscriptions free as part of the Power of Us Program.
How does the 30-day trial work with Salesforce Lightning Enterprise Edition?
You are signing up for a 30-day trial of Lightning Enterprise Edition + the Nonprofit Success Pack (NPSP). You’ll have 30 days from the time you start the trial to complete your Power of Us application. If you choose to apply for Salesforce.org’s Power of Us program, your selected trial will become your permanent Salesforce configuration.
How do I get Salesforce Npsp?
To install NPSP on an existing Salesforce organization:Visit the NPSP Installer page.Log in to your Salesforce organization by clicking Log In, choosing Production or Developer Edition org or Sandbox org, and entering your login credentials.Review the installation list and click Install.More items…•
How do I update Npsp in Salesforce?
Log into your instance of Salesforce. Go to the NPSP Installer page by clicking on the following link: https://install.salesforce.org/products/npsp/install. Click on the button “Log In” and choose the instance you want to upgrade and then click on your username. Wait for the install to collect information.
What is Salesforce Npsp?
The Nonprofit Success Pack NPSP (formerly known as “Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce.org and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes.
What is the current version of Npsp?
Overview. Nonprofit Success Pack starting with version number 3 is the current version of the NPSP product.
Is Npsp the same as nonprofit cloud?
NPSP is part of Nonprofit Cloud and they should not be referred to interchangeably. Nonprofit Cloud encompasses NPSP and so much more. Nonprofit Cloud is proof that Salesforce provides all the solutions to nonprofit challenges.
Is there a free version of Salesforce?
Salesforce does not offer a free version of their software, so users are stuck between three different pricing plans.
What is the difference between Salesforce.org and Salesforce com?
The major difference between the two is that while Salesforce.com caters to businesses, Salesforce.org focuses on nonprofit organizations, higher education and K12 education. The products offered by Salesforce.org are also different and more focused on the specific types of organizations they serve.
Before
Contacts, Tasks owned by Inactive Users. Task and Contact Records owned by Inactive Users.
How to use: These records will typically block the converter from completing.
Run After
Cases attached to One-to-One Accounts
If you are using Cases in your instance, the Case would be directly related to the One-to-One Account for those Contacts. The Conversion Utility does not move Cases – so after the Converter is completed, those cases still reference those One-to-One Accounts. Run this report to identify which case these are.
Why Upgrade?
Deb first wanted to understand why she should upgrade to NPSP 3. She started researching in the Power of Us Hub. What excited her the most were some of the new tools available in NPSP 3: Health Check, multiple/seasonal addresses, automatic address copying between contacts and household, and improved grant management.
Why Convert Your Account Model?
Deb learned in her research that the NPSP 3 includes a new Account Model called the Household Account (HA). Wanting to make an informed decision about converting to this new model from the one-to-one model, she turned to the Hub. She arrived at two main reasons why a conversion would be beneficial.
Package Upgrades
Following the sage advice of all those who came before her, she started with a Sandbox. She entered a little data, upgraded the packages, and ran the health check. She had no errors! Then, she updated her production instance and ran the Health Check again. There were a few items that needed to be fixed prior to converting to the HA Model.
Household Account Model Conversion
After installing the NPSP 3 packages, her next big step was to convert to the HA Model. Database Sherpa provided her a framework of tasks which included data cleanup tasks, reports to create and steps to migrate the data from production to the sandbox.
Benefits to CLF
Deb has already begun to see the benefits for her organization. Reporting for mailing lists is much easier. Development staff are able to enter and track grants easier. Donation tracking is more straightforward. There are fewer steps to ensure addresses are accurate between household members.
What is NPSP in Salesforce?
Nonprofit Success Pack ( NPSP) is a series of managed packages, installed on top of Salesforce Enterprise Edition. The packages of NPSP make it easier for you to use Salesforce to manage the core relationships between individual donors, their households, and the companies they work for.
What record type is not selected in NPSP?
Make sure that the Person Account record type is not selected as the Household record type in NPSP Settings. If you’re planning to do lead conversion, make sure that the Person Account record type isn’t set as the default record type for the profile of the user who is converting the lead.
How to remove person account from Salesforce?
To completely remove Person Accounts, you need to apply for a new Salesforce organization and request a license transfer. You will then need to migrate existing data from your current system to the new Salesforce org. Ask your Account Executive for help with this process.
Is Salesforce a BSD?
Yes! The Nonprofit Success Pack is an open-source, BSD-licensed package. Developer contributions and involvement are welcome and encouraged! Salesforce.org hosts all packages and source code on GitHub using git. You can find all code as well as tags, issues lists, and release notes in the code repository.
Does Salesforce support other languages?
Absolutely! Salesforce supports many languages and currencies. There are a few details to be aware of though. Currently, if a user sets their language to something other than English, all of Salesforce will appear in that language except for custom fields and NPSP-specific fields, buttons, etc.
Important Considerations
The NPSP org you want to connect to Elevate must use the Household Account Model.
Enable Automatic Payment Creation
For the Elevate integration with NPSP to work properly, you must enable Automatic Payment Creation.
Enable Enhanced Recurring Donations
For the Elevate integration with NPSP to work properly, you must enable Enhanced Recurring Donations.
Enable Advanced Mapping
The Elevate NPSP Connector includes field mappings that make it possible to connect Payments made in Elevate with records in NPSP. In order to use these field mappings, you must enable Advanced Mapping.
Enable Secure Connections
It’s important to use secure connections when dealing with sensitive information such as Payments. For detailed instructions on enabling secure connections, see Enable Browser Security Settings in Salesforce Help & Training.
Install the Elevate- NPSP Connector
The Elevate – NPSP Connector includes the integration that allows Elevate to send transaction information into Salesforce. It also includes permission sets that you’ll need to set up your integration user.
Set Up Your Integration User
Your integration user is a user with a limited set of permissions, whose credentials are used to connect to Salesforce from Elevate. This user should only have access to what is needed for the integration between Elevate and Salesforce.
davidhabib commented on May 4, 2014
I think this is the same as #346 which recognizes this problem, and was fixed.
bhalpern commented on Nov 28, 2014
I know it’s old, but I don’t feel like this has gotten much love, so I just wanted to echo. I’m not sure if this is the same as #346 or not. My experience:
bhalpern commented on Nov 28, 2014
Aaand after having looked for a while, I just found the little workaround with “self”. For anybody else struggling here: if you make the Company “self,” on conversion, Salesforce will create a Household account as you’d expect, rather than a Company account. Even so, I stand by my feedback:
kbromer commented on Nov 29, 2014
Agreed on the issues you’ve identified @bhalpern
A complete rewrite of the NPSP lead conversion interface and backend process is on the roadmap for this FY (here’s a quick blog post by a Foundation partner outlining the high-level roadmaps for both Foundation products this FY: http://cloud4good.com/announcements/npsp-ngo-connect-product-roadmaps/) I’m guessing we’ll start that project after the new year at some point, likely in the mid-winter/early-spring time frame based on the current load..
bhalpern commented on Nov 29, 2014
Thanks @kbromer for the helpful response! I’ll stay tuned, and will wait to implement Leads in my org until this is complete.
