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Nonprofit Success Pack (NPSP) Managed Package
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            Install NPSP

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            1. Salesforce Help
            2. Docs
            3. Nonprofit Success Pack (NPSP) Managed Package

            Install NPSP

            Nonprofit Success Pack (NPSP) is a series of managed packages, installed on top of Salesforce Enterprise or Unlimited Edition. Learn how to install or upgrade NPSP and how to resolve common installation errors.

            NPSP helps users manage the core relationships among individual donors, their households, and the companies they work for. If you’re just getting started with Salesforce, consider choosing Agentforce for Nonprofit, which is the strongest solution for organizations of all sizes and where all future nonprofit product innovations are focused.

            Learn how to install or upgrade NPSP and how to resolve common installation errors.

            If you're new to Salesforce and NPSP

            Get an NPSP trial and explore what’s included.

            1. Visit the Nonprofit Success Pack trials page.
            2. Fill out the form and click Submit.
            3. Contact your AE when you’re ready to purchase licenses, or apply for a donation of 10 free licenses through our Power of Us program.

            If you already have NPSP and want to upgrade

            Review the Nonprofit Success Pack upgrade guide for instructions on upgrading NPSP.

            Follow the step-by-step upgrade instructions (complete with screenshots) in the Nonprofit Success Pack Upgrade Guide.

            Note
            Note If you're installing the latest version of NPSP, you don't need to uninstall any previous versions.

            If you already have Salesforce, but don't have NPSP

            You can install NPSP on any version of Salesforce Enterprise or Unlimited Edition. However, this process is only recommended for experienced Salesforce admins or partners. If at all possible, sign up for a new trial version of NPSP instead.

            See Install NPSP.

            Important Considerations

            • If you start with a new trial version of NPSP as recommended (instead of installing on top of your existing org), you'll need to transfer any data or configuration over from the old org to the new one. Additionally, you'll need to transfer your licenses to the new trial org by emailing powerofus@salesforce.com.
            • NPSP is not supported in Professional or Group Edition. Before attempting to install the Nonprofit Success Pack, check your edition. In Salesforce Setup, enter Company Information in the Quick Find box, then click Company Information. Look for the Organization Edition field.
            • Salesforce does not recommend installing upgrades directly in production organizations. Instead, install your NPSP upgrade in one of your free sandbox environments, or a developer organization first. See Create a Sandbox in Salesforce Help for more information.

            • My Domain must be enabled in your org before you install NPSP. To find out if My Domain is enabled in your org, go to Setup and search for My Domain. For information on setting up My Domain, see My Domain.

            To install NPSP on an existing Salesforce organization:

            1. Visit the NPSP Installer page.
            2. Log in to your Salesforce organization by clicking Log In, choosing Production or Developer Edition org or Sandbox org, and entering your login credentials.
            3. Review the installation list and click Install.

            4. Once you've completed your install, see Post Installation Configuration.

            Common Installation Errors

            Learn about possible errors when installing NPSP and how to fix them.

            My NPSP installation failed with the error "Opportunity Record Types - pick list value, Prospecting not found."

            You are missing one or more of the default Opportunity Stages. You can fix this issue by creating them and re-running the installer.

            1. Click Setup, then click Setup.
            2. Click the Object Manager tab.
            3. Click Opportunity.
            4. Click Fields & Relationships, then enter Stage in the Quick Find box.
            5. Click the Stage field.

            You should have the following values in the Opportunity Stages Picklist Values list:

            • Prospecting
            • Qualification
            • Needs Analysis
            • Value Proposition
            • Id. Decision Makers
            • Perception Analysis
            • Proposal/Price Quote
            • Negotiation/Review
            • Closed Won
            • Closed Lost

            My NPSP installation failed with the error "Unmanaged custom object tab already exists."

            This is a common error that is easily fixed. From Setup, enter Tabs in the Quick Find box, then select Tabs under the User Interface menu. Look for the name of the tab mentioned in the error message. Click Del next to the tab name. Note that this only removes the tab, but not the related data. Then run the installer again.

            Frequently Asked Questions

            Common questions about NPSP versions.

            If I already have an earlier version of NPSP, will I have to migrate data to Nonprofit Success Pack?

            No. We designed NPSP so that you wouldn't need to export or modify any of your existing data. However, as with any other major change to your organization, we strongly advise that you test your upgrade in a sandbox (i.e. test) organization first. If you've customized or modified your org, those customizations may interfere with NPSP. These issues are usually easy to overcome, but they will be easier to address before upgrading your production org.

            What will happen to my existing NPSP packages?

            Nonprofit Success Pack will require you to upgrade your existing NPSP packages to new, code-free versions that won't work as "standalone." We'll continue to make the last stable versions of the Relationships, Recurring Donations and Affiliations packages available to those who would like to continue using them.

            Our Salesforce organization was started before 2008 and uses the Nonprofit Template. Can I upgrade to Nonprofit Success Pack?

            While the Nonprofit Template and similar early configurations implemented by consulting firms were standard before 2008, they are not actually the NPSP. Moving to the NPSP from the Nonprofit Template would be considered an install, not an upgrade. Careful consideration will be needed when migrating data and removing the older code. Reach out to a partner for an assessment if you aren't comfortable doing this work on your own.

            How do I know which version of NPSP I'm on?

            You can easily figure that out by looking in your org. See Which Version of NPSP Am I Using? for more details.

            The Fine Print

            The Nonprofit Success Pack is an open-source, BSD-licensed package. Salesforce hosts all packages and source code on GitHub using git.

            You can find all code as well as tags, issues lists, and release notes in the code repository. You can find contributor instructions on the Salesforce.org GitHub wiki.

             
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