You are here:
Nonprofit Starter Pack (NPSP) Documentation - Salesforce Classic Archive
Organizations created from Trial starting November 9, 2016 and later use the Lightning user interface by default. This page provides an archive of documentation, written for the Salesforce Classic user interface, for NPSP versions 3.0 - 3.83. Please be aware that Salesforce.org does not maintain these versions of the docs, so the information may be incomplete or inaccurate.
For information and documentation about the latest version of the Nonprofit Success Pack, visit the current Nonprofit Success Pack.
- General Information
Download the archive of legacy NPSP documentation for understanding what version of NPSP you're using and troubleshooting NPSP in the Classic interface. - Getting Started Resources
Download the archive of legacy NPSP documentation for importing donor data in the Classic interface. - Install and Upgrade
Download the archive of legacy NPSP documentation for installing and upgrading NPSP in the Classic interface. - Manage Households, Organizations, Contacts, and Addresses
Download the archive of legacy NPSP documentation for managing households, organizations, contacts, and addresses in the Classic interface. - Manage Opportunity Donations
Download legacy NPSP documentation for managing donation opportunities in the Classic interface. - Constituent Engagement
Download the archive of legacy NPSP documentation for managing engagement plans and levels in the Classic interface. - Manage Campaigns
Download the archive of legacy NPSP documentation for managing campaigns in the Classic interface. - Integration and General Administration
Download the archive of legacy NPSP documentation for customizing labels and exporting data in the Classic interface.
General Information
Download the archive of legacy NPSP documentation for understanding what version of NPSP you're using and troubleshooting NPSP in the Classic interface.
This archive contains these topics:
Getting Started Resources
Download the archive of legacy NPSP documentation for importing donor data in the Classic interface.
This archive contains these topics:
Install and Upgrade
Download the archive of legacy NPSP documentation for installing and upgrading NPSP in the Classic interface.
This archive contains these topics:
Manage Households, Organizations, Contacts, and Addresses
Download the archive of legacy NPSP documentation for managing households, organizations, contacts, and addresses in the Classic interface.
- Manage Household and Organization Accounts
Download the archive of legacy NPSP documentation for managing household and organization accounts in the Classic interface. - Manage Contacts
Download the archive of legacy NPSP documentation for managing contacts in the Classic interface. - Manage Relationships Between Contacts
Download the archive of legacy NPSP documentation for managing relationships between contacts in the Classic interface. - Manage Addresses
Download the archive of legacy NPSP documentation for managing addresses in the Classic interface.
Manage Household and Organization Accounts
Download the archive of legacy NPSP documentation for managing household and organization accounts in the Classic interface.
This archive contains these topics:
- What is an Account Model?
- Which Account Model Am I Using?
- Customize Household Names
- Merge or Split Households
- Enable the Manage Household Button
- Add and Manage Organization Accounts
Manage Contacts
Download the archive of legacy NPSP documentation for managing contacts in the Classic interface.
This archive contains these topics:
- Add or Remove a Contact
- Change the Primary Contact for a Household
- Mark a Contact as Do Not Contact or Deceased
- Merge Contacts
- Specify a Preferred Phone Number and Email Address for a Contact
- Phone and Email Workflow Rules
- Convert a Lead to a Contact
- Primary Contact vs. Primary Affiliation
Manage Relationships Between Contacts
Download the archive of legacy NPSP documentation for managing relationships between contacts in the Classic interface.
This archive contains these topics:
- Create, Edit, and View Relationships
- Manage Relationships Settings
- Customize Gender Picklist Values for Relationships
- Populate Contacts Automatically for New Relationships Viewer Contacts
Manage Addresses
Download the archive of legacy NPSP documentation for managing addresses in the Classic interface.
This archive contains these topics:
- Add or Update Addresses for a Household or Organization
- Specify a Default Mailing Address for a Household or Organization
- Override the Default Address for a Contact
- Specify a Seasonal Address
- Choose the Correct Address for Your Mailing Label Report
Manage Opportunity Donations
Download legacy NPSP documentation for managing donation opportunities in the Classic interface.
- Add and Manage Donations and Payments
Download the archive of legacy NPSP documentation for managing donations, payments, GAU allocations, and acknowledgments in the Classic interface. - Create and Manage Recurring Donations
Download the archive of legacy NPSP documentation for managing recurring donations in the Classic interface. - Manage Opportunity (Donation) Rollups
Download the archive of legacy NPSP documentation for managing donation rollups in the Classic interface. - Manage Soft Credits and Matching Gifts
Download the archive of legacy NPSP documentation for managing soft credits and matching gifts in the Classic interface. - Add and Manage Special Gift Types
Download the archive of legacy NPSP documentation for managing grants, memberships, tribute gifts, in-kind gifts, and major gifts in the Classic interface.
Add and Manage Donations and Payments
Download the archive of legacy NPSP documentation for managing donations, payments, GAU allocations, and acknowledgments in the Classic interface.
This archive contains these topics:
- Donation Management Overview
- Add a Single-Payment Donation
- Manage Multiple-Payment Donations
- Create and Manage Donation Allocations
- Customize Opportunity (Donation) Names
- Acknowledge Donations by Email
Create and Manage Recurring Donations
Download the archive of legacy NPSP documentation for managing recurring donations in the Classic interface.
This archive contains these topics:
- Recurring Donations: Overview and Setup
- Create a Recurring Donation
- Change, Close, or Delete a Recurring Donation
- Map Recurring Donation Fields to Custom Opportunity Fields
- Create Custom Installment Periods for Recurring Donations
Manage Opportunity (Donation) Rollups
Download the archive of legacy NPSP documentation for managing donation rollups in the Classic interface.
This archive contains these topics:
- Opportunity (Donation) Rollups Overview
- Set Fiscal Year Rollups
- Troubleshoot Rollups
Manage Soft Credits and Matching Gifts
Download the archive of legacy NPSP documentation for managing soft credits and matching gifts in the Classic interface.
This archive contains these topics:
- Soft Credits Overview
- Soft Credit and Matching Gift Setup
- Configure Soft Credit and Matching Gift Rollup Settings
- Create Soft Credits
- Work with Matching Gifts
Add and Manage Special Gift Types
Download the archive of legacy NPSP documentation for managing grants, memberships, tribute gifts, in-kind gifts, and major gifts in the Classic interface.
This archive contains these topics:
- Create and Manage Grants
- Create and Manage Memberships
- Create Tribute Opportunities (Honor and Memorial Donations)
- Create and Manage In-Kind Gifts
- Major Gift Enhancements
Constituent Engagement
Download the archive of legacy NPSP documentation for managing engagement plans and levels in the Classic interface.
This archive contains these topics:
- Create and Manage Engagement Plans
- Create and Manage Levels
Manage Campaigns
Download the archive of legacy NPSP documentation for managing campaigns in the Classic interface.
This archive contains these topics:
- Create and Update Campaign Members Through an Opportunity
