Upgrade your legacy NPSP easily with our fun and friendly course! Perfect for Salesforce admins ready to modernize their systems.
This awesome course is your go-to guide for upgrading your legacy NPSP to the latest version! No fancy lingo, just real talk and real steps! 🎉
A step-by-step tutorial to upgrading legacy instances of the NPSP to the most recent NPSP 3.0 managed package
Are you still on the legacy version of the NPSP? If you can't pay a fancy consultant $10,000 or more to perform the upgrade and are afraid to execute it yourself, this course is for you! This course will walk through all the steps to help you upgrade your salesforce NPSP to the most recent version (3.65.) Don't wait around to take advantage of the newest feature of this package especially designed for nonprofits and NGO's like: address management and verification, advanced soft credit handling, auto-propagation to mobile (Salesforce1), grant handling and more. With this course, you will be able to upgrade to the NonProfit Starter Pack 3.0 for any salesforce NPSP instance quickly and easily.
Ideal for salesforce admins who have some experience (at least 12 months) with salesforce and the legacy NPSP
3+ hours of video content with live demos of configuration IN ACTION
PDFs, related guide and utilities in resource section for related lectures.
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
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Aja "A.J." McClanahan is a certified salesforce developer by day and by night inspires people around her financial mantra: get out of debt, increase income and build wealth. She is a personal finance blogger for Principles of Increase along with numerous web publications and produces premium training content for the technical training company, Cramforce. She is passionate about tech, finance...
The design of this course is analogous to a NPSP 3.0 upgrade project with step by step hands-on experience notwithstanding a bit too fast for newbie. Good information as a preparation for the real upgrade project.
Presenter is very knowledgeable
Choppy
The course begins with a good, general overview that I think I will find helpful to keep track of things when specifics come into play later on.
I liked the detailed step-by-step approach that demonstrated how to overcome common errors encountered with data migration. It would be of immense benefit to use this to course as a guidebook to follow along while performing your own upgrade.
Well presented. Aja is so knowledgeable in Salesforce and offers up the info in easy to digest bits. Thanks for helping a new admin who works for a non-profit gain the tools needed to skillfully keep our instance running!
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Sarah T.
Great to see the upgrade and account model conversion process walked through from start to finish! The only down side is that some of the steps in the process do not translate directly if you are working in the lightening experience.