Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
3 Hour(s) 35 Minute(s)
Language
English
Taught by
Aja McClanahan
Rating
Course Overview
A step-by-step tutorial to upgrading legacy instances of the NPSP to the most recent NPSP 3.0 managed package
Are you still on the legacy version of the NPSP? If you can't pay a fancy consultant $10,000 or more to perform the upgrade and are afraid to execute it yourself, this course is for you! This course will walk through all the steps to help you upgrade your salesforce NPSP to the most recent version (3.65.) Don't wait around to take advantage of the newest feature of this package especially designed for nonprofits and NGO's like: address management and verification, advanced soft credit handling, auto-propagation to mobile (Salesforce1), grant handling and more. With this course, you will be able to upgrade to the NonProfit Starter Pack 3.0 for any salesforce NPSP instance quickly and easily.
- Ideal for salesforce admins who have some experience (at least 12 months) with salesforce and the legacy NPSP
- 3+ hours of video content with live demos of configuration IN ACTION
- PDFs, related guide and utilities in resource section for related lectures.
Course Content
- 10 section(s)
- 24 lecture(s)
- Section 1 Upgrade to NPSP 3.0 Introduction Video
- Section 2 Pre-Upgrade Assessment Part 1
- Section 3 Pre-Upgrade Assessment Part 2- Data Model Options
- Section 4 Pre-Upgrade Assessment Part 3
- Section 5 Before You Start
- Section 6 Create Your Sandbox
- Section 7 Log Into Your Sandbox and Install the NPSP 3.0 Packages
- Section 8 Post Upgrade Checklist Items
- Section 9 Converting to the Household Account Model ( From the 1:1 Model)
- Section 10 Post Account Model Conversion Checklist
What You’ll Learn
- Complete an upgrade of the NPSP 3.0 in a salesforce instance
- Learn to assess an organization's salesforce instance for a smooth upgrade
- Evaluate the state of an organization's data and data model before proceeding with the upgrade
- Create a sandbox or test environment to execute a "mock" upgrade before instaling the upgrade in production
- Perform post-upgrade steps for a seamless transition from the legacy NPSP to the most recent package (3.65 as of this writing)
- Run a system-wide "Health Check" and clean up errors with data manipulation operations
- Learn to create & filter reports to export salesforce data to CSV format and manipulate it for use in dataloder.io (free tool) for data migration needs
- A quick overview of MS Excel V-Lookup operation included!
- Use the dataloader.io to mass update and insert records to fix health check errors
- Use the Account Model Conversion Utility to change your salesforce instance's account model to the Household (HHD) account model. (In this tutorial, we'll convert from a 1:1 model to HHD account model.)
Skills covered in this course
Reviews
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SSarah Taylor
Great to see the upgrade and account model conversion process walked through from start to finish! The only down side is that some of the steps in the process do not translate directly if you are working in the lightening experience.
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DDavid Yeung
The design of this course is analogous to a NPSP 3.0 upgrade project with step by step hands-on experience notwithstanding a bit too fast for newbie. Good information as a preparation for the real upgrade project.
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PPaul LeRoy
Presenter is very knowledgeable
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RRichard Bielecki
Choppy
