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NPSP Project Overview

Executive Summary Project Description

This project was part of a Nonprofit Success Pack (NPSP) masterclass. I created a Salesforce instance for the Coalition for Home Repair. I structured and designed the NPSP so that it can help the organization run more efficiently and better fulfill its mission.
Mission of Coalition for Home Repair
The Coalition for Home Repair promotes the preservation of safe, healthy, affordable housing for all by supporting the work of home repair and rehabilitation partners nationwide. ​Scope of Work ​The following items were key activities and deliverables for this project:
Customize NPSP settings to meet organizational needs
Import records using NPSP Data Import Object
Create customizable rollups and formulas for combining soft and hard credits
Create campaign hierarchy for annual campaign
Implement enhanced recurring donations
Create Acknowledgement Letter Template and process
Setup and structure General Accounting Units
Create acknowledgement email alert for won opportunities
Create campaigns
Create engagement plans
Set up program management using PMM

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