Introducing NPSP 3.0

Introducing NPSP 3.0

Join Kevin Bromer, Director of Product Development, on the new features and functionality of the new Nonprofit Starter Pack 3.0 including: support for multiple and seasonal addresses; a new Household Account model that makes it easier for you to manage households; easier control of settings and configuration through a new centralized NPSP Settings tab; and lots more.

1. Nonprofit Starter Pack v3
/Salesforce.comFoundation
@SFDCFoundation
Kevin Bromer
Director of Product Development
Corporate Pres – PowerPoint Template – 16x9 FY14.pptx

2. Marketing
Communications
Fundraising
• Multi-Channel Marketing
• Email Marketing
• Marketing Automation
• Social Engagement
• Donor Management
• Events Management
• Volunteer
Management
• Grants Management
Community
Engagement
• Social Intranet
• Member Community
• Affiliate/Chapter
Community
• Partner Community
Program
Management
• Case Management
• Call Centers/Hotlines
• Advocacy/Policy
Tracking
• Grant Portfolios

4. NPSPv3 (aka ‘Project Cumulus’) is
an investment in our customers’
success, and a representation of
the Foundation’s commitment to
support all of our customers in
achieving their mission success.

5. What’s new?!
For Users For Admins and Techies
• Full Salesforce1 Mobile Support
• Customize Your Household Names
• Track Multiple Addresses & Seasonal
Addresses
• Automatically Sync Addresses Between
Members of a Household
• Built-in Support for Address Veri!cation
• New Donor Stats
• Support for Primary Contacts &
Affiliations
• Brand New Docs

• Hassle Free Upgrades
• Health Check for your Organization
• Flexible Architecture & Design
• New Settings Interface
• Additional Con!guration Options
Across All Features
• Support for Household Account Model
• Streamline Contribution Process

6. Short NPSPv3 Demo

7. Nonprofit Starter Pack 3.0 Team
David Habib
Senior Force.com Developer
Jason Lantz
Lead Release Operations Engineer
Carlos Ramirez Martinez-Eiroa
Senior Force.com Developer
Jon Varese
Lead Technical Writer
Nicolas Campbell
Force.com Developer

8. What you need to know…

9. 100% Open Source…

10. Community supported…

11. You can get it today.
• Application is live!
• Upgrades for existing
customers
• Trials provide NPSPv3
• Instructions found in the
Power of us Hub

12. How do I upgrade?
• No data migration is
required***
• Installer guides you
through the upgrade
process
• Always use caution
whenever performing a
change or update to
your organization!

13. Data Model
• NPSPv3, like previous version offers multiple
data models
• NPSPv3 adds an additional model, the
‘Household Account’ – you do not have to change
• We believe this is the ‘best practice’ model for
most organizations
• Many new features and functionality are designed
to work solely with the Household Account model
• We provide some basic tools for helping
organizations change models

14. Older NPSP Versions
• Will still be available on the AppExchange
• Contacts & Orgs and Households will eventually be
removed from the AppEx
• Relationships, Affiliations, Recurring Donations and Batch
Data Entry will remain available as separately installable
packages if required
• Minimal-to-no additional bug fixes will be available for
these base packages

15. FAQs & Documentation

• Why should I upgrade to NPSP 3.0?
• How is this, or is it, different from Salesforce1 for Nonprofits?
• How do I upgrade?
• Is the NPSP an ‘official’ Foundation product?
• How is it supported?
• Where is there information on the roadmap? How is that determined?
• Where can I find documentation, discussion, places to make feature suggestions,
etc.?
• Where can I find more information on NPSPv3?