Explore the guided journeys below to get started with Salesforce and the Nonprofit Success Pack (NPSP). Each journey is designed to help you learn the ropes, gain best practices, and connect with experts for support along the way. Start with the fundamentals, then explore other areas of interest to achieve your goals.
If you already have Salesforce and NPSP, you’re ready to get started. If not, start a trial first.
Salesforce.org Nonprofit Cloud BasicsGet to know Nonprofit Cloud and how it can help power your mission.
Nonprofit Success Pack DemoWatch this demo to learn how the Nonprofit Success Pack can help you build trusted and long-lasting relationships with the people that matter most to your mission.
Get Started: Salesforce Fundamentals for NonprofitsLearn Salesforce fundamentals for nonprofits.
Salesforce.org Get Started HubAre you just getting started with Salesforce? Join this group to connect with other users who are just getting up to speed - share best practices, resources, and help each other figure out your implementation path.
Prepare for Success with Nonprofit CloudSet goals and learn the best practices for implementing Nonprofit Cloud.
TAKE THE TRAIL >Manage Organizational ChangeLearn principles for driving change within your organization.
TAKE THE TRAIL >
Find an Implementation PartnerWork with trusted experts and apps to help you achieve your goals.
VISIT WEBSITE >Find Success With Your Implementation PartnerExplore how working with partners helps you get the most out of Salesforce.
TAKE THE TRAIL >
Establish Good GovernanceProvide a clear and consistent framework for managing change over time.
VIEW DOCUMENTATION >Administer Nonprofit Success Pack (NPSP)Learn the basics for implementing the Nonprofit Success Pack.
TAKE THE TRAIL >Admin BeginnerStart your #AwesomeAdmin journey by learning the basics of customizing Salesforce.
TAKE THE TRAIL >Install NPSP into a PlaygroundLearn how to install NPSP in this hands-on project.
TAKE THE TRAIL >Admin TrailblazersJoin this group to to learn and grow with content, resources, and events by Admins, for Admins.
VISIT THE TRAILBLAZER COMMUNITY >Get Started: Configure and Customize NPSPConfigure NPSP to support your organization’s processes.
WATCH THE VIDEO >Get Started: Fundraising for NonprofitsLearn fundraising basics in NPSP.
WATCH THE VIDEO >Lightning Experience CustomizationCustomize the Lightning Experience user interface without any code.
TAKE THE TRAIL >Data Import OverviewFind documentation about how the import process works.
VIEW DOCUMENTATION >Get Started: Import Your Data into NPSPLearn how to import data into NPSP.
WATCH THE VIDEO >Import Data With Nonprofit Success PackLearn to use NPSP Data Importer to bring data from outside sources into Salesforce.
TAKE THE TRAIL >Next Steps: Sending Email Through SalesforceSend emails to individuals or small groups.
WATCH THE VIDEO >Next Steps: Activity ManagementUse activities to manage tasks and improve productivity.
WATCH THE VIDEO >Next Steps: Campaigns for Fundraising and MoreUse campaigns to track fundraising and outreach initiatives.
WATCH THE VIDEO >Donation Management Basics with NPSPTrack and acknowledge one-time donations, pledge payments, and recurring donations.
Donation Soft Credit Management with NPSPAssign credit to people who influence donations.
Donor Attribution & Soft CreditsLearn how to use NPSP to track donation influencers.
Prepare for End of Year Fundraising with Insights Platform Data Integrity and TableauWhen preparing for your end-of-year fundraisers, you want to make sure that the right appeals get to the right supporters.
Accounting for Your Income with NPSPLearn how NPSP can help you track revenue and allocate income.
WATCH THE VIDEO >Track Money that Comes In Over TimeLearn how NPSP can help you track payments and recurring donations.
WATCH THE VIDEO >Accounting Subledger for Nonprofit and Educational InstitutionsTranslate your revenue into permanent, transparent accounting data.
TAKE THE TRAIL >Introduction to Nonprofit Cloud for Program ManagementLearn how to deliver services and measure results with NPSP.
WATCH THE VIDEO >Get Started with Program Management ModuleTrack and manage your programs in NPSP.
WATCH THE VIDEO >Get Started Importing and Maintaining Program DataLearn how to import program data into NPSP.
WATCH THE VIDEO >Program Management with Nonprofit CloudTrack and optimize your services with Salesforce.
TAKE THE TRAIL >Program Management for Hotlines, Help Desks & Human ServicesConfigure Nonprofit Cloud Case Management or Salesforce Service Cloud for client-centric services.
WATCH THE VIDEO >Nonprofit Client Services with Service CloudExplore how to use Service Console to assist your nonprofit clients.
TAKE THE TRAIL >Case ManagementStreamline day-to-day tasks and improve client service with Nonprofit Cloud.
TAKE THE TRAIL >Configure Experience CloudCreate a digital experience for your constituents and supporters.
WATCH THE VIDEO >Get Started with Experience Cloud for Nonprofit EngagementStrengthen relationships and deepen engagement with your community.
WATCH THE VIDEO >Manage Volunteers for NonprofitsUse Volunteers for Salesforce to manage volunteer events, communicate through your website, and report on participation.
TAKE THE TRAIL >Develop an Impact Measurement StrategyBuild a data-driven strategy to communicate your organization’s impact.
WATCH THE VIDEO >Campaign Management with NPSPManage all of your constituent engagement efforts with campaigns.
Next Steps: Campaigns for Fundraising and MoreLearn how to use campaigns to track fundraising and outreach initiatives.
Engagement Plans and Levels in NPSPCreate tasks and group constituents automatically with engagement plans and levels.
TAKE THE TRAIL - END USERS >Get Started: Engagement Plans and LevelsLearn how to to get started with engagement plans and levels.
WATCH THE VIDEO >Get Started: Building Web FormsLearn options for creating web forms and integrating with Salesforce.
WATCH THE VIDEO >Get Started: Installing Apps for Marketing and EngagementLearn about top AppExchange applications for nonprofit customers.
WATCH THE VIDEO >Are You Ready for Marketing Automation?Learn if marketing automation would benefit your organization.
VISIT WEBSITE >Get Started: Marketing AutomationIntroduce yourself to marketing automation for nonprofits.
WATCH THE VIDEO >Marketing Cloud BasicsExplore our powerful suite of products and start building your digital marketing strategy.
TAKE THE TRAIL >Pardot Lightning App BasicsLearn what Pardot is and how it can help you market to your constituents.
TAKE THE TRAIL >Reports & Dashboards for FundraisingBuild reports and dashboards to bring your fundraising data to life.
NPSP Reporting WorkbookCustomize reports to meet your organization’s needs.
Reports & Dashboards for Program ManagementAnalyze your impact with compelling reports & dashboards.
Program Management Module Reports & DashboardsLearn about Program Management Module’s out-of-the-box reports and dashboards.
Next Steps: Reports & DashboardsGo further to build your reporting skills.
Tableau Basics for NonprofitsUse interactive dashboards to surface insights for fundraising, programs, and engagement.
CRM Analytics
CRM Analytics BasicsUncover new insights from your data using CRM Analytics.
TAKE THE TRAIL >Tableau
Tableau BasicsVisualize and understand your data in new ways using Tableau.
TAKE THE TRAIL >AI
AI for GoodLearn how AI can help nonprofit organizations.
DOWNLOAD E-BOOK >Salesforce Einstein BasicsDiscover insights and predict outcomes with this powerful set of AI-enhanced features.
TAKE THE TRAIL >Einstein Readiness AssessmentAssess your Sales Cloud Einstein readiness.
VISIT WEBSITE >Empower Your Salesforce UsersLearn effective strategies for driving end user adoption.
TAKE THE TRAIL >Train Your Users on SalesforceEmpower your team with the skills and knowledge they need to succeed.
VISIT WEBSITE >Create In-App GuidanceCreate in-app guidance to help users get the most value out of Salesforce.
TAKE THE TRAIL >Productivity in Nonprofit Success PackLearn new tools to work more efficiently and boost your organization's impact.
TAKE THE TRAIL >Salesforce Mobile App CustomizationCustomize your mobile experience with the Salesforce app.
TAKE THE TRAIL >Salesforce Mobile App RolloutDevelop a rollout strategy for the Salesforce mobile app.
TAKE THE TRAIL >Four Examples of Process Automation in SalesforceLearn common use cases for process automation.
VISIT WEBSITE >Salesforce FlowAutomate processes for every app, experience, and portal with declarative tools.
TAKE THE TRAIL >Get Started with FlowFollow along to build your own screen flow.
WATCH THE VIDEO >Data QualityDiscover strategies for assessing and improving the quality of your data in Salesforce.
TAKE THE TRAIL >Protect Your Salesforce DataLearn how you and your users can work together to keep data safe.
TAKE THE TRAIL >Healthy Org WorkbookLearn tips, tools, and strategies for keeping your org healthy.
DOWNLOAD WORKBOOK >Salesforce OptimizerLearn how to use Salesforce Optimizer to get insights into the health of your org.
TAKE THE TRAIL >Outlook IntegrationTrack customer interactions and update records directly in Outlook.
TAKE THE TRAIL >Gmail IntegrationTrack customer interactions and update records directly in Gmail.
TAKE THE TRAIL > Which Email Tool Should You Use?Figure out the best email option for your organization.
VIEW DOCUMENTATION >Build Great APIs and Integrations with MuleSoftConnect your apps, data, and devices with an application network.
TAKE THE TRAIL >AppExchange BasicsExtend the power of Salesforce with apps and services from AppExchange.
TAKE THE TRAIL >Integration AppsFind AppExchange packages to integrate with other systems.
VISIT WEBSITE >App Advice and Consumer Reports GroupDiscuss helpful apps with other community members.
VISIT THE TRAILBLAZER COMMUNITY >Keep Up with Salesforce.org ReleasesFind release information and strategies for keeping your org in sync.
VIEW DOCUMENTATION >Prepare for Salesforce ReleasesLearn about the latest releases and how to craft your release strategy.
TAKE THE TRAIL >
Visit the Trailblazer Community to access resources and connect with the Nonprofit community.
Open a technical support case if you’re experiencing technical issues, like error messages or unexpected behavior.
