General NPSP Administration

Read more about the general NPSP administration tasks.

• Change My Account Model
  The default account model for Nonprofit Success Pack is the Household Account model, which is the account model we strongly recommend. Only experienced Salesforce Administrators should consider changing an organization's account model.
• Customize Labels
  A Custom Label is text that can be accessed by an app, such as Nonprofit Success Pack, for a variety of purposes. The advantage of a Custom Label is that the text can be translated into any language that Salesforce supports.
• Create and Update Campaign Members Through an Opportunity
  Configure NPSP to automatically add a Contact to a Campaign when you enter a donation.
• Delete Deprecated Items from Your NPSP Org
  Nonprofit Success Pack has changed over the years. As we improve the product, there are inevitably deprecated items that are no longer required and as part of our cleanup efforts, we mark items for deletion so that you can safely remove them from your org if you'd like to. Keep in mind that you don't have to remove them—these deprecated items won't have any impact on your org.
• Disable NPSP Contact Role Automation
  There may be instances where you need to disable the NPSP automation that creates Opportunity Contact Roles on selected Opportunities. You may wish to do this so you can create or update Contact Roles yourself, using your own business logic.
• Edit or Reschedule NPSP Scheduled Jobs
  Find out more about editing or rescheduling NPSP scheduled jobs.
• Keep Up With NPSP and Salesforce Releases
  Stay informed about Salesforce.org product updates and release schedule.
• Manually Process Batch Jobs
  NPSP includes scheduled batch jobs that are designed to calculate rollups and keep your data clean. Run any of these jobs manually if you need to perform these tasks before the next scheduled run of the batch job.
• Nonprofit Success Pack and Translation
  This document provides a list of areas in the Nonprofit Success Pack that cannot or should not be translated.
• NPSP Data Management Best Practices
  Improve data quality and learn data management best practices with these documentation articles and videos.
• Phone and Email Workflow Rules
  This article provides more information about the phone and email workflow rules that come with the Nonprofit Success Pack.
• Run a Health Check in Your Org
  Health Check looks through your org for both data and configuration inconsistencies or errors and reports back the type of error along with a description.
• Shield Platform Encryption Compatibility with NPSP
  Find out more about Shield Platform Encryption compatibility.