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Get Started with
Nonprofit Cloud

Explore the guided journeys below to get started with Salesforce and the Nonprofit Success Pack (NPSP). Each journey is designed to help you learn the ropes, gain best practices, and connect with experts for support along the way. Start with the fundamentals, then explore other areas of interest to achieve your goals.

If you already have Salesforce and NPSP, you’re ready to get started. If not, start a trial first.

  • GET
    STARTED
  • DRIVE
    FUNDRAISING
  • MANAGE
    PROGRAMS
  • ENGAGE
    CONSITUENTS
  • GATHER
    INSIGHTS
  • ADOPT &
    EXPAND

Understand Nonprofit Cloud

Trailhead IconSalesforce.org Nonprofit Cloud Basics

Get to know Nonprofit Cloud and how it can help power your mission.

TAKE THE TRAIL >


Video IconNonprofit Success Pack Demo

Watch this demo to learn about NPSP functionality.

WATCH THE VIDEO >


Video IconGet Started: Salesforce Fundamentals for Nonprofits

Learn Salesforce fundamentals for nonprofits.

WATCH THE VIDEO >


Power of Us Hub IconGetting Started with Salesforce Hub Group

Join the Power of Us Hub to connect with other new admins.

VISIT THE HUB >

 

Prepare for Success

Trailhead IconPrepare for Success with Nonprofit Cloud

Set goals and learn the best practices for implementing Nonprofit Cloud.

TAKE THE TRAIL >

Trailhead IconManage Organizational Change

Identify strategies for change management.

TAKE THE TRAIL >

Website IconFind an Implementation Partner

Explore partners to help you implement NPSP.

VISIT WEBSITE >

Trailhead IconFind Success With Your Implementation Partner

Explore how working with partners helps you get the most out of Salesforce.

TAKE THE TRAIL >

Document IconEstablish Good Governance

Provide a clear and consistent framework for managing change over time.

VIEW DOCUMENTATION >
 

Gain Admin Skills

Trailhead IconAdminister Nonprofit Success Pack (NPSP)

Learn the basics for implementing the Nonprofit Success Pack.

TAKE THE TRAIL >

Trailhead IconAdmin Beginner

Start your #AwesomeAdmin journey by learning the basics of customizing Salesforce.

TAKE THE TRAIL >

Trailhead IconInstall NPSP into a Playground

Learn how to install NPSP in this hands-on project.

TAKE THE TRAIL >

Power of Us Hub IconSystem Admins Hub Group

Join the Power of Us Hub to connect with other administrators.

VISIT THE HUB >
 

Customize Your Org

Video IconGet Started: Configure and Customize NPSP

Configure NPSP to support your organization’s processes.

WATCH THE VIDEO >

Video IconGet Started: Fundraising for Nonprofits

Learn fundraising basics in NPSP.

WATCH THE VIDEO >

Trailhead IconLightning Experience Customization

Customize the Lightning Experience user interface without any code.

TAKE THE TRAIL >
 

Import Data

Document IconData Import Overview

Find documentation about how the import process works.

VIEW DOCUMENTATION >

Video IconGet Started: Import Your Data into NPSP

Learn how to import data into NPSP.

WATCH THE VIDEO >

Trailhead IconImport Data With Nonprofit Success Pack

Learn to use NPSP Data Importer to bring data from outside sources into Salesforce.

TAKE THE TRAIL >
 

Next Steps

Video IconNext Steps: Sending Email Through Salesforce

Send emails to individuals or small groups.

WATCH THE VIDEO >

Video IconNext Steps: Activity Management

Use activities to manage tasks and improve productivity.

WATCH THE VIDEO >

Video IconNext Steps: Campaigns for Fundraising and More

Use campaigns to track fundraising and outreach initiatives.

WATCH THE VIDEO >
 

Donation Management

Trailhead IconDonation Management Basics with NPSP

Learn how to manage donations with NPSP.

TAKE THE TRAIL - END USERS >


Trailhead IconDonation Soft Credit Management with NPSP

Assign credit to people who influence donations.

TAKE THE TRAIL - END USERS >


Video IconDonor Attribution & Soft Credits

Learn how to use NPSP to track donation influencers.

WATCH THE VIDEO >


Video IconPrepare for End of Year Fundraising with Insights Platform Data Integrity and Tableau

When preparing for your end-of-year fundraisers, you want to make sure that the right appeals get to the right supporters.

WATCH THE VIDEO >

 

Tracking Income

Video IconAccounting for Your Income with NPSP

Learn how NPSP can help you track revenue and allocate income.

WATCH THE VIDEO >

Video IconTrack Money that Comes In Over Time

Learn how NPSP can help you track payments and recurring donations.

WATCH THE VIDEO >

Trailhead IconAccounting Subledger for Nonprofit and Educational Institutions

Translate your revenue into permanent, transparent accounting data.

TAKE THE TRAIL >
 

Program Management

Video IconIntroduction to Nonprofit Cloud for Program Management

Learn how to deliver services and measure results with NPSP.

WATCH THE VIDEO >

Video IconGet Started with Program Management Module

Track and manage your programs in NPSP.

WATCH THE VIDEO >

Video IconGet Started Importing and Maintaining Program Data

Learn how to import program data into NPSP.

WATCH THE VIDEO >

Trailhead IconProgram Management with Nonprofit Cloud

Track and optimize your services with the Program Management Module.

TAKE THE TRAIL >
 

Client Services & Constituent Support

Video IconProgram Management for Hotlines, Help Desks & Human Services

Configure Nonprofit Cloud Case Management or Salesforce Service Cloud for client-centric services.

WATCH THE VIDEO >

Trailhead IconNonprofit Client Services with Service Cloud

Explore how to use Service Console to assist your nonprofit clients.

TAKE THE TRAIL >

Trailhead IconCase Management

Streamline day-to-day tasks and improve client service with Nonprofit Cloud.

TAKE THE TRAIL >
 

Communities

Video IconConfigure Community Cloud

Create a digital experience for your constituents and supporters.

WATCH THE VIDEO >

Video IconEngage Constituents Through Community Cloud

Strengthen relationships and deepen engagement with your community.

WATCH THE VIDEO >
 

Volunteer Management

Trailhead IconManage Volunteers for Nonprofits

Learn Volunteers for Salesforce basics.

TAKE THE TRAIL >
 

Impact Management

Video IconDevelop an Impact Measurement Strategy

Build a data-driven strategy to communicate your organization’s impact.

WATCH THE VIDEO >
 

Campaign Management

Trailhead IconCampaign Management with NPSP

Track and evaluate the impact of your constituent engagement efforts.

TAKE THE TRAIL - END USERS >


Video IconNext Steps: Campaigns for Fundraising and More

Learn how to use campaigns to track fundraising and outreach initiatives.

WATCH THE VIDEO >

 

Engagement Plans & Levels

Trailhead IconEngagement Plans and Levels in NPSP

Create tasks and group constituents automatically with engagement plans and levels.

TAKE THE TRAIL - END USERS >

Video IconGet Started: Engagement Plans and Levels

Learn how to to get started with engagement plans and levels.

WATCH THE VIDEO >
 

Build Web Forms

Video IconGet Started: Building Web Forms

Learn options for creating web forms and integrating with Salesforce.

WATCH THE VIDEO >
 

Installing Apps for Marketing and Engagement

Video IconGet Started: Installing Apps for Marketing and Engagement

Learn about top AppExchange applications for nonprofit customers.

WATCH THE VIDEO >
 

Marketing Automation

Website IconAre You Ready for Marketing Automation?

Learn if marketing automation would benefit your organization.

VISIT WEBSITE >

Video IconGet Started: Marketing Automation

Introduce yourself to marketing automation for nonprofits.

WATCH THE VIDEO >

Trailhead IconMarketing Cloud Basics

Explore Marketing Cloud to build your digital engagement strategy.

TAKE THE TRAIL >

Trailhead IconPardot Lightning App Basics

Learn how Pardot can support your organization.

TAKE THE TRAIL >

Reports & Dashboards

Video IconReports & Dashboards for Fundraising

Build reports and dashboards to bring your fundraising data to life.

WATCH THE VIDEO >


Download IconNPSP Reporting Workbook

Customize reports to meet your organization’s needs.

DOWNLOAD WORKBOOK >


Video IconReports & Dashboards for Program Management

Analyze your impact with compelling reports & dashboards.

WATCH THE VIDEO >


Document IconProgram Management Module Reports & Dashboards

Learn about Program Management Module’s out-of-the-box reports and dashboards.

VIEW DOCUMENTATION >


Video IconNext Steps: Reports & Dashboards

Go further to build your reporting skills.

WATCH THE VIDEO >


Trailhead IconTableau Basics for Nonprofits

Use interactive dashboards to surface insights for fundraising, programs, and engagement.

TAKE THE TRAIL >

 

Analytics

Einstein Analytics

Trailhead IconEinstein Analytics Basics

Uncover new insights from your data using Einstein Analytics.

TAKE THE TRAIL >

Tableau

Trailhead IconTableau Basics

Visualize and understand your data in new ways using Tableau.

TAKE THE TRAIL >

AI

Download IconAI for Good

Learn how AI can help nonprofit organizations.

DOWNLOAD EBOOK >

Trailhead IconEinstein Prediction Builder

Build and troubleshoot predictions.

TAKE THE TRAIL >

Website IconEinstein Readiness Assessment

Assess your Sales Cloud Einstein readiness.

VISIT WEBSITE >
 

Empower Your Users

Trailhead IconEmpower Your Salesforce Users

Learn effective strategies for driving end user adoption.

TAKE THE TRAIL >

Website IconTrain Your Users on Salesforce

Empower your team with the skills and knowledge they need to succeed.

VISIT WEBSITE >

Trailhead IconCreate In-App Guidance

Create in-app guidance to help users get the most value out of Salesforce.

TAKE THE TRAIL >

Trailhead IconProductivity in Nonprofit Success Pack

Learn new tools to work more efficiently and boost your organization's impact.

TAKE THE TRAIL >
 

Roll Out Salesforce Mobile

Trailhead IconSalesforce Mobile App Customization

Customize your mobile experience with the Salesforce app.

TAKE THE TRAIL >

Trailhead IconSalesforce Mobile App Rollout

Develop a rollout strategy for the Salesforce mobile app.

TAKE THE TRAIL >
 

Automate Core Processes

Video IconDecrease Redundant Clicks Using Process Builder

Build processes to automate repetitive processes.

WATCH THE VIDEO >

Trailhead IconQuick Start: Process Builder

Learn to trigger a field update when a related record is edited.

TAKE THE TRAIL >

Website IconFour Examples of Process Automation in Salesforce

Learn common use cases for process automation.

VISIT WEBSITE >

Trailhead IconLightning Flow

Optimize business processes by harnessing the power of Lightning Flow.

TAKE THE TRAIL >

Video IconGet Started with Flow

Follow along to build your own screen flow.

WATCH THE VIDEO >
 

Ensure Data Quality & Security

Trailhead IconData Quality

Discover strategies for assessing and improving the quality of your data in Salesforce.

TAKE THE TRAIL >

Trailhead IconProtect Your Salesforce Data

Learn how you and your users can work together to keep data safe.

TAKE THE TRAIL >

Download IconHealthy Org Workbook

Learn tips, tools, and strategies for keeping your org healthy.

DOWNLOAD WORKBOOK >

Trailhead IconSalesforce Optimizer

Learn how to use Salesforce optimizer to get insight into org health.

TAKE THE TRAIL >
 

Extend Functionality & Integrate with Key Systems

Trailhead IconIntegrate Outlook and Gmail with Salesforce

Bring Salesforce and your email together to work smarter.

TAKE THE TRAIL >

Trailhead IconBuild Great APIs and Integrations with Mulesoft

Connect your apps, data, and devices with an application network.

TAKE THE TRAIL >

Trailhead IconAppExchange Basics

Extend the power of Salesforce with AppExchange solutions and services.

TAKE THE TRAIL >

Website IconIntegration Apps

Find AppExchange packages to integrate with other systems.

VISIT WEBSITE >

Power of Us Hub IconApp Advice and Consumer Reports Hub Group

Discuss helpful apps with other community members.

VISIT THE HUB >
 

Prepare for New Releases

Document IconKeep Up with Salesforce.org Releases

Find release information and strategies for keeping your org in sync.

VIEW DOCUMENTATION >

Trailhead IconPrepare for Salesforce Releases

Learn about the latest releases and how to craft your release strategy.

TAKE THE TRAIL >
 

Need More Help?

Conversation Bubbles Image

Ask the Community

Visit the Power of Us Hub to access resources and connect with the Nonprofit community.

Webinar Image

Join a Webinar

Find webinars, events, and on-demand videos on the Customer Success Event Calendar.

Laptop Image

Submit a Support Ticket

Open a technical support case if you’re experiencing technical issues, like error messages or unexpected behavior.

Apply for the
Pro Bono Program

Need hands-on help? Apply for up to 20 hours of pro bono support from a Salesforce employee volunteer.