Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

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

Created by: Aja McClanahan
Salesforce Guru, Entrepreneur & General Life Hacker

What Will I 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
• Create a sandbox or test environment to execute a "mock" upgrade before instaling the upgrade in production
• Perform post-upgrade steps for a seamless transition from the legacy NPSP to the most recent package (3.65 as of this writing)
• Run a system-wide "Health Check" and clean up errors with data manipulation operations
• Learn to create & filter reports to export salesforce data to CSV format and manipulate it for use in dataloder.io (free tool) ​for data migration needs
• A quick overview of MS Excel V-Lookup operation included!
• Use the dataloader.io to mass update and insert records to fix health check errors
• Use the Account Model Conversion Utility​ to change your salesforce instance's account model to the Household (HHD) account model. (In this tutorial, we'll convert from a 1:1 model to HHD account model.)

Requirements

• You will need access to an instance of salesforce.com that is eligible to upgrade to the NPSP 3.0
• Ideal for someone with basic admin experience in saleforce; knowledge of the legacy NPSP is ideal
• You will need access to a data manipulation tool like Excel and/or Data Import tool (like Dataloder.io)

Target audience

• This upgrade course is for someone who needs some coaching to and confidence to execute the NPSP 3.0 upgrade for the salesforce CRM