Salesforce Non-Profit Success Pack (NPO101)
The Salesforce Non-Profit Success Pack (NPSP) is a bundle of tools and features specifically designed to help non-profit organizations manage donor relationships, track fundraising efforts, and streamline operations. It offers a modified version of Salesforce’s CRM platform with features suited to non-profits’ specific needs, such as processing donations, tracking volunteer activities, and handling grant management.
- 10+ Courses
- 30+ Projects
- 400 Hours
Salesforce Non-Profit Success Pack (NPO101) Training is suitable for the following target audiences:
Non-Profit Professionals: Non-profit professionals use Salesforce to improve donor management, fundraising methods, and operational efficiency.
Salesforce Administrators: Salesforce administrators at non-profit organizations are responsible for configuring and maintaining the platform to meet their needs.
Development Directors: Development Directors utilize Salesforce NPSP to track donations, manage campaigns, and analyze fundraising performance.
Volunteer Coordinators: Volunteer Coordinators use Salesforce to track activities, arrange shifts, and manage volunteer engagement.
IT Consultants for Non-Profits: IT consultants for non-profits specialize in configuring and improving Salesforce NPSP for their clients.
Non-Profit CRM Administrator: As a Non-Profit CRM Administrator, you will manage and maintain Salesforce NPSP to support non-profit activities, such as donor management and reporting.
Development Director: As Development Director, I oversee fundraising, manage donor interactions, and optimize campaign strategies using Salesforce NPSP to track contributions.
Data Analyst for Non-Profits: As a data analyst for non-profits, I analyze Salesforce NPSP data to identify fundraising trends, donor behaviour, and operational success.
Salesforce Consultant for Non-Profits: We help non-profit organizations deploy and optimize Salesforce NPSP to match their unique needs and goals.
Fundraising Manager: I use Salesforce NPSP to plan, execute, and evaluate fundraising campaigns while managing donor engagement and donations.
These positions provide possibilities to make a major contribution to the non-profit sector by employing Salesforce’s powerful technologies to achieve organizational success and efficiency.
- What is Salesforce Nonprofit Success Pack (NPSP) and Nonprofit Cloud fundamentals
- Understanding CRM for nonprofits and nonprofit tech concepts
- Salesforce org navigation and key features for NPSP
- Setting up a free Developer/Trailhead Playground with NPSP installed
- Hands-On: Explore basic NPSP setup, view the data model, and understand how household and contact relationships work.
- Tracking individuals, households, organizations, and relationships
- Account and contact management in a nonprofit context
- Managing affiliations and relationships unique to nonprofit data models
- Hands-On: Create and manage constituent records, linking contacts to households and organizations.
- Recording and tracking donations, gifts, payments, and recurring gifts.
- Campaign management fundamentals within NPSP.
- Configuring fundraising automation and allocations.
- Hands-On: Establish fundraising features and simulate donation entries.
- User management: profiles, permission sets, roles, and sharing models.
- NPSP settings and customization options.
- Data security and access for nonprofit users.
- Hands-On: Configure user access, permissions, and baseline security for a nonprofit organization
- Import tools (Import Wizard, Data Loader) for nonprofit data
- Deduplication, matching rules, and data hygiene
- NPSP data import considerations
- Reports and dashboards for nonprofit metrics
- Hands-On: Import constituent and donation data; build reports and dashboards.
- Workflow automation basics in Salesforce
- Introduction to Flow Builder for nonprofit processes
- Notifications, auto-assignment, and triggers relevant to fundraising and case handling
- Hands-On: Automate a process (e.g., welcome email to new donors) using Flow.
- Best practices for nonprofit solution design
- Real-world nonprofit scenarios: volunteers, grants, events
- Troubleshooting tips and common pitfalls
- Mock tests and exam readiness review
- SaaS Guru
- Hands-On: Run capstone labs simulating real nonprofit use cases.
- SaaS Guru
This training is designed to get you ready to manage and set up the Salesforce Nonprofit Success Pack (NPSP) for organizations that operate as nonprofits.
Not quite. NPSP builds on Salesforce by adding features and automation specifically for nonprofits, like managing households and recurring donations.
Having some basic Salesforce admin skills is a plus, but even those new to it can jump in with this course and the Trailhead modules
This program is structured as an eight-week course, with weekly modules and hands-on labs.
This setup will give you the skills to manage NPSP effectively and understand how nonprofits work. However, the details of official certification, like the Nonprofit Cloud Consultant exam, can vary.
Salesforce Developer Org, Trailhead Playground with NPSP installed, and standard Salesforce admin tools.
No formal prerequisites, but experience with Salesforce Admin fundamentals is recommended.
Nonprofit Salesforce Admin, CRM Specialist, Data Analyst (nonprofit), fundraising operations coordinator
NPSP is widely used and supported through Trailhead and the Power of Us Hub, though Salesforce is expanding Nonprofit Cloud options.
Complete Trailhead modules, practice real nonprofit scenarios, join the Power of Us Hub community, and take mock exams.
Salesforce Foundation
We currently offer online sessions with flexible weekday/weekend batches for 8 weeks. All sessions are recorded. You’ll have access to the recordings, along with support from instructors and peers in our learning portal.
You can register via our website https://checkmateittech.com/, or reach out to our support teams via
phone, email, or WhatsApp.
We’ll help you with batch schedules and payment options.
Email info@checkmateittech.com
Call Us +1-347-4082054
- Submit Form
Job opportunities in USA and Canada
Non-Profit CRM Administrator: As a Non-Profit CRM Administrator, you will manage and maintain Salesforce NPSP to support non-profit activities, such as donor management and reporting.
Development Director: As Development Director, I oversee fundraising, manage donor interactions, and optimize campaign strategies using Salesforce NPSP to track contributions.
Data Analyst for Non-Profits: As a data analyst for non-profits, I analyze Salesforce NPSP data to identify fundraising trends, donor behaviour, and operational success.
Salesforce Consultant for Non-Profits: We help non-profit organizations deploy and optimize Salesforce NPSP to match their unique needs and goals.
Fundraising Manager: I use Salesforce NPSP to plan, execute, and evaluate fundraising campaigns while managing donor engagement and donations.
These positions provide possibilities to make a major contribution to the non-profit sector by employing Salesforce’s powerful technologies to achieve organizational success and efficiency.
