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Section 2
User Stories for this section
Initial Settings - NPSP
As an Executive Director, I need to have NPSP installed and configured to best practices so that we can track donors and associated activities.
Data Import
As a(n) organization staff member, I need to have data from spreadsheets imported into new Salesforce system so that we can see historical data from previous system.
Tasks: Section 2
Check
Task
Start Date
End Date
Assigned to
Status
Category
Create Test Accounts
Not yet started
Learning
Adjust NPSP Settings- Household Names
Not yet started
Configuration
Run Batch Household Name Update
Not yet started
Configuration
Change Relationship Settings to include Teacher automation
Not yet started
Configuration
Add and map a field for import
Not yet started
Data Import
Import Data using NPSP Data Import
Not yet started
Data Import
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