Resources and additional reading
- Nonprofit Success Pack Upgrade Guide: https://s3-us-west-2.amazonaws.com/sfdo-docs/npsp_upgrade_guide.pdf
- Convert to the Nonprofit Success Pack Household Account Model: https://s3-us-west-2.amazonaws.com/sfdo-docs/npsp_account_model_conversion.pdf
- Feature Configuration Overview: https://powerofus.force.com/s/article/NPSP-Feature-Configuration-Overview#topic-3670
- Create Global Quick Actions: https://help.salesforce.com/articleView?id=creating_global_actions.htm
- Configure Automated and Manual Soft Credits: https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits
- Configure Gift Entry: https://powerofus.force.com/s/article/NPSP-Configure-Gift-Entry#topic-9135
- Configure Recurring Donations: https://powerofus.force.com/s/article/NPSP-Configure-Recurring-Donations
Sales Process |
Recommended Opportunity Stages |