Are you considering an upgrade from Nonprofit Starter Pack (NPSP) 2.0? Are you trying to complete the upgrade yourself? Are you interested in learning more about the features included in NPSP 3.0?
These are the slides from the following webinar: https://www.youtube.com/watch?v=rtEQ771Zdj4
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Npsp 3 upgrade presentation v3
1. Upgrading to NPSP 3.0
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2. Agenda
⢠What is NPSP?
â What are the Account Models?
â NPSP Households
⢠What version of NPSP do I have?
⢠NPSP 3.0 Features
â Household Account Models
⢠How do I prepare?
⢠Ways to Upgrade
â Upgrading to NPSP 3.0
â Changing to the Household Account Model
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3. What is NPSP?
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⢠The Nonprofit Starter Pack (NPSP) is a series
of managed packages that help nonprofit
organizations configure their Salesforce
instance to better manage their relationships
with constituents and their donations.
⢠The managed packages include: Contacts &
Organizations, Households, Relationships,
Affiliations, and Recurring Donations
4. What do you currently have?
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⢠In the setup screen
â Click Installed Packages in the Build Section
â Look for the Managed Packages
5. Salesforce Standard Account Model
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⢠Each Contact MUST to be related to an Account
â In a traditional B2B environment, every contact is
connected to their organization account
⢠What if you donât operate in a strict B2B environment?
⢠What if you operate in a B2C environment or a mixed
B2B and B2C environment?
⢠How do you handle those contacts?
6. Pre-NPSP 3.0 Account Models
⢠Individual Bucket Model
â Contacts without a direct link to an Organization
are put into the Individual âbucketâ account
⢠Reporting is more difficult
⢠One-to-One Account Model
â Contacts without a direct link to an Organization
are put into a âphantomâ account with the same
name as the Contact
⢠âPhantomâ accounts are confusing to users
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7. Those are great, but how do I �
⢠How do you group contacts together that are
part of the same household?
⢠How do you summarize their total giving?
⢠How do you combine them for a single mail
appeal to their home?
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8. Pre-NPSP 3.0 Households Object
⢠The Households object was introduced as a way
to group contacts together for purposes of
summarizing household giving and de-duplicating
mail files
â Dependent on settings, each Contact also creates a
record in the Household object
â Household Formal and Informal greetings are created
â Household records summarize giving levels for all of the
contacts in the same household
â Household Mailing list report in Campaigns will select
only one campaign member for each household
included in the campaign
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9. Isnât that all I need?
⢠Household management can be cumbersome
and confusing to users
â Household Naming is confusing without additional
configuration
⢠Data storage can become an issue for larger
organizations
⢠Reporting is more difficult
â Misused Opportunity Contact Roles can create
incorrect giving metrics
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10. Major NPSP 3.0 Features
⢠All-in-One Installer
⢠Automatic Upgrades
⢠Improved/Combined Settings Tab
⢠Built-in Health Check
⢠New Household Account Model
â Contacts are put into a Household account
â Household Object is no longer necessary
⢠Supports All Account Models
⢠General Accounting Unit (GAU) Allocations
⢠Install without changing Account Model
⢠Open Source Community Driven
⢠Table Driven Trigger Management
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11. Upgrade & Keep Your Account Model
⢠Get a Developer Sandbox
â It doesnât need to contain data
â Run the Installer
⢠Did all install correctly?
â Run the Health Check
⢠Did you get any âfailedâ? Why? Can those be
corrected?
â Re-run the Installer or Health Check, if necessary
â Run the Post-Install Steps
â Repeat in Production Environment
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12. Household Account Model Features
⢠Multiple and Seasonal Address tracking
⢠Primary Contacts
⢠Primary Affiliations
⢠Address Verification support
⢠Additional Donor Statistics
⢠Auto-Sync Addresses from Household to Contacts
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13. Should I Change to the Household Account Model?
⢠Am I using Households today?
⢠Do I have a lot of customization to my Households?
⢠Are the 3rd party apps I have Household Account
compatible?
⢠Do I have external integrations dependent on the Account
model Iâm using today?
⢠Am I reaching data storage capacity?
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14. Change to the Household Account Model
⢠Prep the Data
â Must have Households
â All Contacts must have an Account
â Individual Opportunities must have Primary
Contact Role
â Helpful Reports (Cross Filters will help):
⢠Accounts without Contacts
⢠Households without Contacts
⢠Contacts without Households
⢠Opportunities without Contact Roles
⢠Opportunities with 2x Primary Contact Roles
⢠Total Gifts on Accounts = Total Gifts on Contacts
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15. Change to the Household Account Model
⢠Get a Sandbox with data
â Deactivate validation/workflow (including Process Builder and
Flows) rules on Accounts & Contacts
â Remove the ârequiredâ from fields on Account (not on the page
layout level)
â Turn off Apps/Integration that will change Account data
â Make sure no one is logged in
(https://help.salesforce.com/HTViewSolution?id=000004288&language=en_US)
â Make sure Household record type is available to your profile
â Select Households as your Account Model
â Change record ownership from inactive users to active users
â Run the Conversion Utility
â Run the Health Check
â Re-run the Conversion Utility or Health Check, if necessary
â Run the Post-Conversion Steps
â Repeat in Production Environment (back up all data first)
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16. What Happens to the Data?
⢠All Households become Accounts
⢠All Contacts associated with those Households become the Contacts in
that Account
⢠The person with the most $$ as a primary contact role will be come the
Primary Contact on the Household Account
⢠An Address Object record will be created for the Household Account
with a default as Home
⢠Contacts that were not 1-1 (ie. Assigned to an Org Account) but were
in a Household will have a Primary Affiliation to that Organization
Account
⢠Contacts that were not 1-1 and were not in a Household will stay with
that Organization Account
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17. Important Upgrade Links
⢠NPSP Groups on Power of Us HUB
â Overall Group:
⢠http://bit.ly/1N6wceL
â Upgrade Group:
⢠http://bit.ly/1WhICBa
⢠Getting Started Workbook
â http://bit.ly/ZhfbbX
⢠Upgrade Instructions:
â http://bit.ly/1rmBQeJ
⢠Post Upgrade Instructions
â http://bit.ly/1vIDp94
⢠Nonprofit Trailhead: Fundraising
â http://sforce.co/1PThicA
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18. THANK YOU FOR YOUR TIME
Kim Schaefges - Senior Cloud Consultant - kims@cloud4good.com
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