Get Ready to Configure NPSP

Do I Need To Complete These Configurations?

Figure out if you need to make these customizations in your NPSP org.

These articles are for you if:

• You installed NPSP 3 on top of your existing Developer or Production org from the managed package installer on the Salesforce.org install page, and you’re ready to tackle the post-installation configuration steps. Start with Post Installation Configuration .

  - OR -

• You installed NPSP 3 from the Trial signup form on the Salesforce.org trials page, but your package version doesn't contain new features you want to configure. Start with Feature Configuration Overview and follow the steps for the specific feature(s) you want to configure.

If your organization is using a version of NPSP prior to NPSP 3, you should upgrade before configuring NPSP. For more information, read Upgrade to Nonprofit Success Pack from a Previous Version of NPSP.

Tip If you’re not sure which version of NPSP you’re using , explore how your org is configured and compare it with the instructions in Post-Installation Configuration Steps . If you already have the Sales Processes, Opportunity stages, and record types outlined in the post-installation configuration section, you can move on to Feature Configuration Overview.

Installer vs. Trial

Learn about the two primary ways to get NPSP.

There are two primary ways you can install NPSP in your Salesforce org:

1. Through the managed package installer.
2. Through NPSP Trial signup.

Nonprofit organizations that are new Salesforce customers often get NPSP by signing up for the NPSP Trial. Organizations that are already Salesforce customers often get NPSP through the managed package installer.

The NPSP Trial includes many of the latest features enabled by default and is the most "complete" configuration in terms of how Salesforce intends NPSP to be used.

The managed package installer does not include all the same components in the same configuration as the Trial. Therefore, if you got NPSP through the installer you'll want to follow the Post Installation Configuration to enable all the features that are automatically included in the Trial.

Security Model Considerations

Prerequisites for configuring NPSP.

We've written these configurations assuming that the following elements of your security model have already been deployed:

• Users
• Sharing Settings
• Profiles
• Permission Sets
• Roles
• Public Groups

Many tasks require you to configure object and field level security, as well as assignment of record types and page layouts. It's much more efficient to perform that configuration with the key elements such as users and profiles already available in your org.

If you're unfamiliar with data security configuration, here are some resources:

• Data Security Trailhead module
• Salesforce Security Guide
• Who Sees What video series

A Note of Encouragement

This is a massive undertaking, no doubt about it. There are a lot of steps to follow, some of which may be new to you.

But you don’t have to go it alone.

The Nonprofit Hub community is here to help answer questions and provide moral support. So please, don’t hesitate to reach out, ask questions, and connect with other NPSP users.

So grab a cup of coffee, crank up the music, and dive in!