My “configure NPSP every day without having ever used the product” project is going pretty medicore/okay!

Week-in-Review

(January 10-17, 2021)

Logistics Moves and Observations

  • Made Firefox my dedicated browser for dev org configuration to avoid issues with installing managed packages, logins, etc. The last thing I need is to inadvertently install household accounts into my company’s production org :~)
  • Purchased a second monitor. Have had success with writing and reading documentation on one and configuring on another.
  • In retrospect, I would have started here instead of going right in and configuring. The slide deck on that site gives a great overview of features.
  • I’ve been keeping a Google document of my progress each day, benefits of NPSP, and documentation issues I’ve found.
  • It’s important to keep it simple by understanding what the feature does before diving in.
  • I decided that the easiest way to do this is to to act as if I am studying for the Nonprofit Cloud certification exam. In fact, I may or may not have signed up for the exam…

Configurations Made and Skills Learned

  • Set Up Batch Gift Entry (which I think is still relevant??? But can’t tell because Salesforce deprecates products pretty quickly)
  • Set Up Customizable Rollups
  • Hard Credit and Soft Credit Automation
  • Address Management
  • Installed and Configured Program Management Module (holy custom objects :x)
  • Accounting Subledger – What is it?! Why should I care?!

This Week’s Focuses

  • Engagement plans
  • Levels
  • Gift Entry
  • Recurring Donations
  • Payments
  • Getting through 8 hours of vids for real life consultants

Future Focuses

  • Campaigns and mailing lists
  • Case management
  • Reports workbook and common reports