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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`Next: Data Design and Setup`⁠
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NPSP Project Overview

Executive Summary Project Description

⁠Next: Data Design and Setup⁠⁠

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`Next: Data Design and Setup`⁠
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