Nonprofit Starter Pack

Articles related to the usage and customization of the Salesforce Foundation's Nonprofit Starter Pack.

Additional Nonprofit Starter Pack Resources
From the Salesforce Foundation: The Nonprofit Starter Pack website  has a slide deck overview of some highlights of the NPSP, as well as links...
Fri, 23 Aug, 2013 at 5:32 PM
Understanding the Salesforce data model for nonprofits and the Starter Pack
The Standard Salesforce model In the standard Salesforce world, the Account is paramount. An Account represents a business entity that the organization (yo...
Thu, 25 Apr, 2013 at 1:00 AM
Recognizing One-to-One, Individual and Organization contact records
Identify object model The Account Processor determines how contacts are handled in Salesforce. It's vital that you know which model your organization ...
Sat, 20 Apr, 2013 at 11:50 AM
Converting contacts between individual and organization
Changing a contact from organization to individual (either One-to-One or Individual Bucket) For example, let's say that Jane Dolman has left The Amazi...
Sat, 20 Apr, 2013 at 11:50 AM
We just received a personal donation from an organization contact. What's the best way to record this gift?
For as long as organizations have been using Salesforce to track fundraising, this has been a frequently asked question.  Nonprofits typically configure...
Sat, 20 Apr, 2013 at 11:50 AM
How to work with the Starter Pack's Household Mailing List features
Overview This is a common issue. You have a great report of your contacts that you've filtered based on their donation history, postal ma...
Tue, 8 Apr, 2014 at 10:05 AM
How to delete an orphaned 1:1 Account
Situation: You have a 1:1 Contact record that you'd like to associate with an organization. You can easily edit their Account name so they are now a...
Mon, 9 Sep, 2013 at 9:20 AM