What is npsp in salesforce

What is NPSP in Salesforce CRM?

NPSP is essentially a group of customizations to the base Salesforce platform. Accounts, contacts, and opportunities are still the major building blocks, but in nonprofit CRM, we care about managing constituent data and optimizing fundraising and program activities.

What is NPSP for nonprofits?

NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context. NPSP’s combination of standard and nonprofit-specific elements gives you everything you need to track the different types of revenue and relationships your organization relies on.

What is the NPSP data model?

The NPSP Data Model NPSP is essentially a group of customizations to the base Salesforce platform. Accounts, contacts, and opportunities are still the major building blocks, but in nonprofit CRM, we care about managing constituent data and optimizing fundraising and program activities.

How does NPSP use objects?

Here’s how NPSP uses some of those objects. Records donor or client households, companies, foundations, or other organizations with whom your organization has a relationship. NPSP adds the ability to create two types of accounts: Households and Organizations.

How do I use Npsp in Salesforce?

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What does Npsp include?

A: Nonprofit Success Pack (NPSP) is a specific product within Nonprofit Cloud. NPSP is data architecture that sits on top of Salesforce and is preconfigured for the types of use cases that nonprofits need, supporting Donations, Households, and more.

How do I get Npsp in Salesforce?

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…•

Is Salesforce Npsp free?

The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.

Is Npsp a Sales Cloud?

The major difference between Sales Cloud and NPSP is the data model that serves as the base for the two solutions. Sales Cloud is typically oriented towards a business-to-business (B2B) model, while NPSP is a business-to-consumer (B2C) model.

Does Npsp include marketing cloud?

Marketing Cloud for Nonprofits comes equipped with native integration with Salesforce. org’s Nonprofit Success Pack (NPSP)—which converts the Salesforce CRM into a free and open-source solution for nonprofits—and enables users to segment constituents, develop personalized content for their audience, and more.

Is Npsp a managed package?

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 latest version of Npsp?

Overview. Nonprofit Success Pack starting with version number 3 is the current version of the NPSP product.

How do I import donations into Salesforce?

Navigate to the Donations tab and click Tools – Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.

How much is Npsp?

NPSP is free to use, however it sits on top of Sales & Service Cloud which attracts a monthly rate of $150/mo for Enterprise Edition and $300/mo for Unlimited Edition.

What does org mean in Salesforce?

An Org is your specific organization’s data and meta data. Salesforce has multiple orgs residing on the same instance. Your data is itself contained within your org which can share the same instance as hundreds or even thousands of other orgs.

What is Service Cloud Salesforce?

Salesforce Service Cloud is a customer relationship management (CRM) platform for customer service and support. Salesforce based Service Cloud on its Sales Cloud product, a popular CRM software for sales professionals.

What is the Salesforce Nonprofit Success Pack?

The Nonprofit Success Pack NPSP sits on top of Salesforce Enterprise Edition, it is a collection of organized packages designed and maintained by Salesforce.org, available for free through the Salesforce AppExchange. For-profits, you can utilize it to track sales leads, marketing initiatives, and clients.

Salesforce Nonprofit Success Pack Data Model

The household name format is the format that the NPSP uses to determine the household account name. NPSP offers you numerous different options above the default option of {Last Name} Household. Let’s take a look at how NMH customizes its household naming settings.

Opportunity Rollups

Opportunity rollups show data and information from corresponding records, including aggregate totals. In other words, rollup fields let information from one record automatically “ roll up ” and emerge on another related record.

Salesforce Nonprofit Success Pack: FAQs

The Salesforce Nonprofit Success Pack (NPSP) is a series of packages that can be installed on top of the main Salesforce Platform Enterprise or Ultimate Editions. The goal of these packages is to configure the Salesforce constituent relationship management (CRM) system to be more useful for nonprofits.

Salesforce NPSP Features

NPSP builds upon the Salesforce data model, giving you the ability to create in-depth supporter profiles and full 360 views of your supporters. Within these profiles, you can track basic contact information, demographics, donor interests, relationships, households, business affiliations, and more.

Key Benefits of Salesforce for Nonprofits

Salesforce’s NPSP is open-source software. This means that developers can view every line of code underlying the application and make a local copy that they can modify.

Top Signs That You Should Use the Salesforce NPSP

NPSP can be a strong fit for very small organizations with fewer than 10 staff members, as it’s ready to go out of the box with core nonprofit functionality and free for the first 10 licenses.

What You Need to Implement the Salesforce Nonprofit Success Pack

We’ve discussed how implementing NPSP can take a year or more— but, this process will be significantly longer and more costly for your organization if you don’t have a dedicated plan guiding you along the way.

What is NPSP in Salesforce?

Nonprofit Success Pack (NPSP) uses the standard objects in Salesforce: Contacts and Leads track individuals, Accounts represent the organizations those individuals belong to, and Opportunities represent in-progress and closed revenue. NPSP also adds other objects, special fields, and more to adapt the system to the nonprofit context.

What is NPSP in nonprofits?

NPSP’s combination of standard and nonprofit-specific elements gives you everything you need to track the different types of revenue and relationships your organization relies on.

What is NPSP data model?

NPSP adds custom objects to record the data your team needs. This data model has become the industry standard, in part because it’s been built for the nonprofit community with the nonprofit community’s involvement and feedback. Let’s check out some of the NPSP-specific objects and their uses. Object. Use.

What is NPSP account?

NPSP adds the ability to create two types of accounts: Households and Organizations. Household accounts are used to track donors, clients, or other constituents at the same mailing address, such as spouses or a family.

Is Salesforce a CRM?

You probably know that Salesforce began as a tool for business-to-business sales and is now the world’s #1 CRM, or customer relationship management platform. But in the nonprofit context, we switch out the C in CRM to make it a constituent relationship management tool.

What is Salesforce Home?

Just like an actual home in the real world, you can think of your Salesforce Home as the place to go to feel grounded. It’s designed to help you manage your day and keep you focused on what’s important. After you log in to Salesforce, you can click the Home tab on the navigation bar anytime you need to center yourself.

Why is Michael surprised that his home page is already full of information?

That’s because the team has been eagerly awaiting Michael’s arrival and has already assigned him a task, invited him to an event, added him to groups, and given him access to key dashboards (advocacy waits for no one!).

What is Salesforce NPSP Address Management?

The Salesforce NPSP platform includes some great features for importing data and managing addresses. NPSP address management is the management of mailing and physical addresses for contacts, households, and organizations throughout the record’s lifecycle.

How can good address management help your nonprofit?

Maintaining good address data hygiene provides several benefits to nonprofits, including reduced staff time and reduced postage costs. Both of these benefits increase the stewardship of nonprofit resources.

How to configure Salesforce NPSP address management settings

Household address management is turned ON by default in Salesforce NPSP. This means that the ability to maintain multiple addresses, retain address history, and use seasonal addresses is already available.

How do NPSP automatic address updates work?

Address updates in Salesforce NPSP are designated as simple or complex address changes.

What is address verification in Salesforce NPSP?

In the Salesforce NPSP, address verification is a feature for ensuring addresses are complete and up-to-date. There are two types of address verification: manually verified (manual) or automatically verified (automatic).

How to setup automatic address verification in Salesforce NPSP

Automatic address verification is a great feature for organizations as it helps address data hygiene without requiring much user effort.

How do I add seasonal addresses for NPSP households or contacts?

Adding a seasonal address to an account is very much like adding any other addresses. The primary difference is that you will also specify a start month/day and an end month/day to use the seasonal address.

Q: First things first, what is the difference between NPSP and Nonprofit Cloud?

A: Nonprofit Success Pack (NPSP) is a specific product within Nonprofit Cloud. NPSP is data architecture that sits on top of Salesforce and is preconfigured for the types of use cases that nonprofits need, supporting Donations, Households, and more.

Q: Is there any implication for existing NPSP customers?

A: For current customers, the fact that Nonprofit Cloud exists is a reason to invest more heavily in the platform. Salesforce.org is committed to building and investing more heavily in nonprofits. It’s a message to the sector: we’re here to invest in the success of our customers, and we have the full back of a cloud platform to do that.

Q: How is Nonprofit Cloud similar or different than other Salesforce Clouds?

A: Nonprofit Cloud is more similar to something like Health Cloud or Financial Services Cloud than something like Marketing Cloud. It is designed to be used as an industry application on top of the existing Sales Cloud.

Q: Does Nonprofit Cloud include apps?

A: Partner apps that are built on the Salesforce platform are a pillar of Nonprofit Cloud. We rely heavily on partners and our partner ecosystem is one of our biggest strengths.

Q: How would you like partners and clients to describe NPSP vs. Nonprofit Cloud?

A: Don’t conflate the two. 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.

Looking to learn more about all the solutions Salesforce offers to nonprofits?

We recommend this resource from the Power of Us HUB, “Salesforce Fundamentals for Nonprofits”, which covers best practices, fundraising, volunteer management, and engagement features of the Nonprofit Cloud.