You are here:
Convert to the Nonprofit Success Pack Household Account Model
This guide is for users who upgraded to NPSP from a previous version and want to convert to the Household Account Model.
Convert to the Nonprofit Success Pack Household Account Model (in PDF format)
This guide provides information on converting to the Household Account Model, including prerequisites and how long the process will take. It also walks you at a high-level through the conversion process, from pre-conversion audits to running the Conversion Utility to post-conversion testing and verification.
Audience
To use this guide to successfully convert to the Household Account Model, you must have:
- Strong Salesforce Administrator skills, such as the skills necessary to pass the Salesforce Certified Administrator credential.
- Extreme familiarity with your org's customizations and data.
- Plenty of experience using data manipulation tools such as Excel, Data Loader, Apsona, or DemandTools to import, export, and update records.
- The ability to evaluate and troubleshoot issues with profiles, record types, page layouts, workflows, validation rules, and any third-party applications that push data into your Salesforce org.
- Full understanding of your legacy data model (whether that is One-to-One or Bucket Individual) and how it differs from the new Household Account Model.
¿Resolvió este artículo su problema?
¡Háganos saber cómo podemos mejorar!
