- Nonprofit Cloud Success Pack Introduction
- Signing Up for a Free Salesforce Developer Account - Use a New One
- Installing Nonprofit Success Cloud into a Free Developer Account
- Nonprofit Success Pack Post Install Checklist
- Creating a Membership Sales Process
- Creating a New Membership Opportunity Record Type
- Assigning New Record Types to Profiles
- Editing Account Page Layouts
- Assigning Page Layouts
- Account Models and Updates to NPSP
- Overriding the Lead Conversion Button
- Additional NPSP Resources
- Health Check and NPSP Settings
- Finding Volunteer Salesforce Opportunities
- Course Review and Assignments
- Bonus: Free Courses and Coupons and Podcast
What you'll learn
- In this course, we will be installing the Non-Profit Success Pack into a Free Developer account
- Create a Membership Sales Process
- Learn the Different Account Models in the Nonprofit Cloud
- Override the Lead Conversion Button
- Create a Visualforce Page and Set Profile Security on It
- Run the NPSP Health Check
Description
For this course, I recommend that you sign up for a new free Salesforce Developer Account, rather than using an existing one you have been using through the previous modules of this Bootcamp Course Series.
In this course, we will be installing the Nonprofit Success Pack into a Free Developer account, which will change the Account Model in the org - this is why I would like for you to perform the steps in this module in a fresh, new developer account.
This course is the eighth course of my Salesforce App Portfolio Bootcamp Series of courses - there are a total of 11 courses in this Bootcamp Series. This course builds upon the work we performed in the previous courses in this Bootcamp series. I recommend that you take these courses in sequential order.
I have previously encouraged my students to volunteer for a non-profit in order to gain Salesforce experience to add to their resume. This course is instrumental in helping you to learn key differences in the nonprofit instance of Salesforce, which differs greatly from a regular, enterprise (for-profit) instance of Salesforce.
Who is this App Portfolio Bootcamp Series For?
This Salesforce App Portfolio Bootcamp Series and this course, the Nonprofit Cloud Success Pack, is intended for someone that is trying to land their first Salesforce job and has been told that they lack the appropriate level of experience. This particular course will be helpful especially to those that desire to volunteer for a non-profit in order to gain experience, but have had no exposure yet to the Nonprofit Cloud from Salesforce.
No certification or prior Salesforce experience is required.
This Bootcamp series helps you expand and deepen your knowledge of the Salesforce platform. You will also come away with real-world applications that you can use in your own life – whether in an existing job, or helping you land you first, or next, Salesforce job.
Why I Created this Bootcamp Series of Courses
I surveyed my students to find out what the biggest challenges were that they faced in launching their own Salesforce career. The most reported obstacle to starting a Salesforce career was a lack of experience. I created this Salesforce Career Success Bootcamp Series to empower you to 'Make Your Own Experience' rather than passively waiting for someone else to bestow your first Salesforce job randomly.
History of this Bootcamp Series of Courses
I held three sessions of this Bootcamp, improving it greatly with each iteration, throughout 2018. What started out as a 6-course series quickly grew to an 11-course behemoth. And I previously ran these Bootcamps for a set amount of time and also provided live group coaching and 1-on-1 coaching.
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About the instructors
- 4.52 Calificación
- 287317 Estudiantes
- 28 Cursos
Mike Wheeler
Salesforce & ChatGPT Trainer & 8x Certified - 250k+ Students
I teach Cloud Computing and AI.
I am passionate about helping you become a 'Creator in a Consumption World'
I gravitate towards tools and tech that empower the non-technical to build and create amazing things online.
That is why I was drawn to amazing tools and platforms, such as Salesforce, ChatGPT and more.
After Thousands of Udemy Survey ratings for my courses, the students have spoken:
"Are you learning valuable information?" 99.6% answered YES
"Are the explanations of the concepts clear?" 99.8% answered YES
"Is the instructor knowledgeable about the topic?" 99.9% answered YES
Before discovering Salesforce, I worked as a Technical Writer, Trainer, and built blogs using Wordpress. Once I found Salesforce, I saw it as the quickest path to building world-class web and mobile applications for businesses and consumers.
I've attained 9 Salesforce Certifications along the way: Force Developer (retired), Salesforce Administrator, Salesforce Business Analyst, Salesforce Associate, Salesforce AI Associate, Salesforce Advanced Administrator, Salesforce Sales Cloud Consultant, Salesforce Service Cloud Consultant, Salesforce Platform App Builder.
I am the founder of Mike Wheeler Media, where my mission is to Train, Inspire, and Equip YOU for a Cloud Career.
Feel free to connect with me through the various social profile links on my profile here.
Here is my recommended Salesforce Certification Path, for those of you just starting out, with no prior development experience.
1. Salesforce Certified Associate
2. Salesforce Certified AI Associate (course coming soon)
3. Salesforce Certified Administrator
4. Salesforce Business Analyst or Salesforce Platform App Builder
From here, depending on your desired route, if you wish to become a developer, I'd recommend you next take the Platform App Builder certification and then Platform Developer 1.
Other routes would be that of a Consultant (Sales Cloud and/or Service Cloud) or Advanced Admin, or Architect.
For those of you with prior development experience, you can start at either Platform App Builder or Platform Developer I. Please note that it is always a good idea to at some point grow strong on the fundamentals of the platform to round out your understanding of Salesforce, such as attaining the Admin and/or Associate certifications.
Student feedback
Course Rating
Reviews
The link in the Resources to install NPSP is outdated.
the link doesn't work in the resources to install the npsp and I don't see how to ask a question or contact the creator