Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

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.

A step-by-step tutorial to upgrading legacy instances of the NPSP to the most recent NPSP 3.0 managed package

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What you will 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

Rating: 4.55

Level: All Levels

Duration: 3.5 hours

Instructor: Aja McClanahan