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Nonprofit Success Pack (NPSP) Managed Package
Nonprofit Success Pack (NPSP) Managed Package

Nonprofit Success Pack (NPSP) Managed Package

Raise funds and manage donors and donations with the Nonprofit Success Pack managed package.

  • Learn About NPSP
    Learn about Nonprofit Success Pack, how to get started, next steps, and the NPSP planning guide.
  • Get Started with Salesforce for Nonprofits
    Before you dig into your Salesforce trial, get acquainted with Salesforce terminology, your product(s), and the basics of using Salesforce.
  • Salesforce Fundamentals for NPSP
    Learn about the various ways to get help learning and using NPSP.
  • NPSP Objects and Relationships
    This is a useful resource for developers and admins to explore and understand the NPSP data schema in depth.
  • NPSP Feature Telemetry
    NPSP Feature Telemetry collects feature and usage metrics when customers use our products. This information provides Salesforce.org with valuable insight into how NPSP is used by our customers. We use this information to understand the level of usage, performance, and adoption of various NPSP features.
  • NPSP Packaged Rollups
    A reference spreadsheet listing all packaged NPSP rollups with their operation description, target field, and calculation timing.
  • NPSP Workflow Diagrams
    This guide is intended for database administrators, implementation partners, and third-party software developers, interested in the technical aspects of NPSP. This reference guide provides workflow diagrams and text descriptions for several automated NPSP processes.
  • NPSP Entity Relationship Diagram
    This diagram shows the relationship between NPSP custom objects and Salesforce standard objects for the Household Account Model.
  • Configure NPSP Installation
    Learn how to install or upgrade NPSP, and configure your NPSP organization and features. Learn about advanced NPSP configurations and optional customizations.
  • NPSP Import Data
    Learn how to prepare your data for import, use the NPSP Data Importer template to import your data, and finalize the import.
  • Ongoing NPSP Administration
    Learn about advanced mapping, general administration, gift entry templates, recurring donations, and how to troubleshoot NPSP.
  • Manage NPSP Constituents
    Manage constituents in NPSP with Household and Organization Accounts, Contacts, and Addresses.
  • Manage Donations and Other Gift Types
    Learn how to manage donation payments, gifts, and pledges.
  • Manage NPSP Programs
    Program Management Module (PMM) is a simple program management tool designed to work in any Salesforce environment. Use PMM to track your organization's programs and services, and follow the journeys of the constituents involved with your programs.
  • NPSP Manage Campaigns
    How Campaigns work in NPSP, managing mailing list labels, and setting up GAU Allocations on Campaigns.
  • NPSP Reporting and Analytics
    Learn how to manage and customize reports. Best practices to ensure that your reports are well designed and reliable as well as how to leverage ready-made NPSP reports and Tableau dashboards.
  • GDPR for NPSP
    Find out more about GDPR for NPSP.
  • Legacy NPSP Documentation
    Documentation for legacy NPSP features.
 
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