Chapter 16: Ongoing Data Management and Best Practices

We have covered the basic functionality of Nonprofit Cloud and addressed correlating an organization's needs with the Nonprofit Cloud tools. We practiced implementing those tools and looked at the configurations and customizations needed for some use cases. We've discovered, strategized, tested, and deployed. So now, what's next?

Although this is the last chapter, it is not the least. Managing vast amounts of data coming into a Salesforce instance will be an ongoing process. As with any work, maintenance is an important task that continues after the initial excitement of the project is long gone. We will cover three areas:

• How to prevent, mitigate, and resolve duplicate data
• Importing data
• General best practices, tips, and tricks

In Chapter 2, What Is NPSP?, we studied the architecture of NPSP; in this chapter, we'll use that knowledge to prevent corrupt and duplicate data. Leveraging...