Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

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  • The lowest price of Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0 was obtained on December 24, 2025 8:10 am.

$39.99

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Last updated on December 24, 2025 8:10 am
Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0
Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

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Salesforce for NonProfits & NGOs: Upgrade to NPSP 3.0

★★★★★
$39.99
$12.00
 in stock
Udemy.com
as of December 24, 2025 8:10 am

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
Rating:4.37 (15reviews)     121students enrolled

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

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