What you will learn?

  • Learn how to make beautiful fundraising forms from scratch.

  • Learn how to avoid making mistakes for the fundraising forms

  • Free access to exclusive community to keep the continuous learning on.

All proceeds used for KindCause programs.

Want to help out other nonprofits?

Course curriculum

  • 01

    Nonprofit Success Pack (NPSP) - Overview:

    • NPSP for Salesforce - Demo

    • Nonprofit Success Pack (NPSP) Demo

    • Introducing the Salesforce Nonprofit Success Pack

    • Connect to Better Impact with Salesforce.org Nonprofit Cloud

  • 02

    Salesforce Documentation

    • Nonprofit Success Pack (NPSP) Documentation

    • What is the Household Account Model?

  • 03

    Installing NPSP package

    • Installed Packages (NPSP)

    • Enable new NPSP Features (NPSP)

  • 04

    Managing Contacts and Household

    • Add a New Contact and Household

    • Add a Contact to an Existing Household

    • Customizing Labels (NPSP)

    • Merge Duplicate Contatcts

    • Automatic Household Naming

    • Mark a Default Address

    • Specify Preferred Phone & Email for a Contact

    • Override a Default Contact Address (NPSP)

    • Mark Do Not Contact or Deceased (NPSP)

    • Seasonal Addresses (NPSP)

    • Create Deduplicated Mailing Lists from a Campaign (NPSP)

    • Add Organizational Affiliations (NPSP)

    • Organizational Primary Contact (NPSP)

    • Add New Relationship Types (NPSP)

    • Manage Relationships

    • Relationship Autocreation (NPSP)

  • 05

    Converting Leads and Opportunities

    • Convert a Lead (NPSP)

    • Custom Opportunity Naming (NPSP)

    • Customizable Rollups Configuration (NPSP)

    • Health Check (NPSP)

    • Allow Access to Campaigns (NPSP)

    • Merge and Split Households (NPSP)

  • 06

    Campaigns and Engagement Plans

    • Levels (NPSP)

    • Engagement Plans (NPSP)

    • Levels with Engagement Plans (NPSP)

    • Automatic Campaign Member Management (NPSP)

    • Allow Access to Campaigns (NPSP)

  • 07

    Donations and Soft Credits

    • Donation Acknowledgments

    • Relationship Automated Soft Credits (NPSP)

  • 08

    Payments and Accounting

    • Manage Multiple-Payments in NPSP

    • Create or Modify GAU Allocations

Join our Community for FREE

Want to Collaborate to Apply your knowledge?

Contributors to this course:

I'm Salesforce Solutions Consultant at CFOsquared.com and Director of Operations at KindCause.org that has mission to help nonprofits adopt technology so they can do more with less.

I am 3 x Trailhead Ranger and 7 x Salesforce certified; an active member in Trailblazer Community, passionate about exploring advancements in Salesforce using Admin and Development tools. I have extensive professional Project Management, designing and programming technical skills including extensive experience in Salesforce.com CRM and Force.com platform with proficiency as an Administrator and a Business Analyst.

Connect with me: https://www.linkedin.com/in/sheebathukral/ Twitter: @she4force/

Sheeba Thukral

Salesforce Certified Administrator, Platform App Builder, Pardot Specialist, Nonprofit Cloud Consultant, Service Cloud Consultant, Field Service Lightning Consultant, Community Cloud Consultant

Contributors to this course:

I'm Senior Finance Consultant at CFOsquared.com where I help Pre-IPO and growth companies primarily funded by private equity and Fortune 1000 companies to improve their processes and becoming more efficient. I have over two decades of business experience working in Technology, Financial Services, Life Sciences and diversified industries.

I am a Co-founder and Chief Catalyst at KindCause.org that has mission to help nonprofits adopt technology so they can do more with less. Our goal at KindCause.org is to help 1000+ nonprofits in 2021 and to make the nonprofits become more effective by adopting technology that will help them reduce their operational costs by at least 30% - 50% by adopting the KindX Platform (KindX.org) so they can achieve their mission.

I am based in San Francisco Bay Area and work on some fun and exciting projects. Enjoying life, good music, spending time with the family and some good conversations 🙂

Connect with me: https://www.linkedin.com/in/sunilthukral/

Sunil Thukral, CPA, CFA

Chief Catalyst

Contributors to this course:

I'm Salesforce Solutions Consultant at CFOsquared.com and am helping KindCause.org that has mission to help nonprofits adopt technology so they can do more with less. Our goal at KindCause.org is to help 1000+ nonprofits in 2021 and to make the nonprofits become more effective by adopting technology that will help them reduce their operational costs by at least 30% - 50% by adopting the KindX Platform (KindX.org) so they can achieve their mission.

Siri Chennupati

Salesforce Solutions Consultant