Npsp 3 upgrade presentation v3

Upgrading to NPSP 3.0
info@cloud4good.com www.cloud4good.com 855.536.1251

Agenda
• What is NPSP?
– What are the Account Models?
– NPSP Households
• What version of NPSP do I have?
• NPSP 3.0 Features
– Household Account Models
• How do I prepare?
• Ways to Upgrade
– Upgrading to NPSP 3.0
– Changing to the Household Account Model
info@cloud4good.com 855.536.1251www.cloud4good.com

What is NPSP?
• The Nonprofit Starter Pack (NPSP) is a series
of managed packages that help nonprofit
organizations configure their Salesforce
instance to better manage their relationships
with constituents and their donations.
• The managed packages include: Contacts &
Organizations, Households, Relationships,
Affiliations, and Recurring Donations

What do you currently have?
• In the setup screen
– Click Installed Packages in the Build Section
– Look for the Managed Packages

Salesforce Standard Account Model
• Each Contact MUST to be related to an Account
– In a traditional B2B environment, every contact is
connected to their organization account
• What if you don’t operate in a strict B2B environment?
• What if you operate in a B2C environment or a mixed
B2B and B2C environment?
• How do you handle those contacts?

Pre-NPSP 3.0 Account Models
• Individual Bucket Model
– Contacts without a direct link to an Organization
are put into the Individual “bucket” account
• Reporting is more difficult
• One-to-One Account Model
– Contacts without a direct link to an Organization
are put into a “phantom” account with the same
name as the Contact
• “Phantom” accounts are confusing to users

Those are great, but how do I …?
• How do you group contacts together that are
part of the same household?
• How do you summarize their total giving?
• How do you combine them for a single mail
appeal to their home?

Pre-NPSP 3.0 Households Object
• The Households object was introduced as a way
to group contacts together for purposes of
summarizing household giving and de-duplicating
mail files
– Dependent on settings, each Contact also creates a
record in the Household object
– Household Formal and Informal greetings are created
– Household records summarize giving levels for all of the
contacts in the same household
– Household Mailing list report in Campaigns will select
only one campaign member for each household
included in the campaign

Isn’t that all I need?
• Household management can be cumbersome
and confusing to users
– Household Naming is confusing without additional
configuration
• Data storage can become an issue for larger
organizations
• Reporting is more difficult
– Misused Opportunity Contact Roles can create
incorrect giving metrics

Major NPSP 3.0 Features
• All-in-One Installer
• Automatic Upgrades
• Improved/Combined Settings Tab
• Built-in Health Check
• New Household Account Model
– Contacts are put into a Household account
– Household Object is no longer necessary
• Supports All Account Models
• General Accounting Unit (GAU) Allocations
• Install without changing Account Model
• Open Source Community Driven
• Table Driven Trigger Management

Upgrade & Keep Your Account Model
• Get a Developer Sandbox
– It doesn’t need to contain data
– Run the Installer
• Did all install correctly?
– Run the Health Check
• Did you get any “failed”? Why? Can those be
corrected?
– Re-run the Installer or Health Check, if necessary
– Run the Post-Install Steps
– Repeat in Production Environment

Household Account Model Features
• Multiple and Seasonal Address tracking
• Primary Contacts
• Primary Affiliations
• Address Verification support
• Additional Donor Statistics
• Auto-Sync Addresses from Household to Contacts

Should I Change to the Household Account Model?
• Am I using Households today?
• Do I have a lot of customization to my Households?
• Are the 3rd party apps I have Household Account
compatible?
• Do I have external integrations dependent on the Account
model I’m using today?
• Am I reaching data storage capacity?

Change to the Household Account Model
• Prep the Data
– Must have Households
– All Contacts must have an Account
– Individual Opportunities must have Primary
Contact Role
– Helpful Reports (Cross Filters will help):
• Accounts without Contacts
• Households without Contacts
• Contacts without Households
• Opportunities without Contact Roles
• Opportunities with 2x Primary Contact Roles
• Total Gifts on Accounts = Total Gifts on Contacts

Change to the Household Account Model
• Get a Sandbox with data
– Deactivate validation/workflow (including Process Builder and
Flows) rules on Accounts & Contacts
– Remove the “required” from fields on Account (not on the page
layout level)
– Turn off Apps/Integration that will change Account data
– Make sure no one is logged in
(https://help.salesforce.com/HTViewSolution?id=000004288&language=en_US)
– Make sure Household record type is available to your profile
– Select Households as your Account Model
– Change record ownership from inactive users to active users
– Run the Conversion Utility
– Run the Health Check
– Re-run the Conversion Utility or Health Check, if necessary
– Run the Post-Conversion Steps
– Repeat in Production Environment (back up all data first)

What Happens to the Data?
• All Households become Accounts
• All Contacts associated with those Households become the Contacts in
that Account
• The person with the most $$ as a primary contact role will be come the
Primary Contact on the Household Account
• An Address Object record will be created for the Household Account
with a default as Home
• Contacts that were not 1-1 (ie. Assigned to an Org Account) but were
in a Household will have a Primary Affiliation to that Organization
Account
• Contacts that were not 1-1 and were not in a Household will stay with
that Organization Account

Important Upgrade Links
• NPSP Groups on Power of Us HUB
– Overall Group:
• http://bit.ly/1N6wceL
– Upgrade Group:
• http://bit.ly/1WhICBa
• Getting Started Workbook
– http://bit.ly/ZhfbbX
• Upgrade Instructions:
– http://bit.ly/1rmBQeJ
• Post Upgrade Instructions
– http://bit.ly/1vIDp94
• Nonprofit Trailhead: Fundraising
– http://sforce.co/1PThicA

THANK YOU FOR YOUR TIME
Kim Schaefges - Senior Cloud Consultant - kims@cloud4good.com

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