By Janna Rawls

Are you a nonprofit organization still on the Nonprofit Starter Pack (NPSP) version 2.0? Are you on an even older version? Are you interested in upgrading to the NPSP 3.0? Not sure what new features are available or how to upgrade? On November 12, we will be hosting a webinar to cover the highlights of NPSP 3.0 and provide you with information to help you with your upgrade!

NPSP 3.0 Overview

NPSP 3.0 is a set of managed packages installed on Salesforce to customize the platform for some common nonprofit use cases. It is the most current version of the Nonprofit Starter Pack, and it has some key improvements and new features compared to the previous version, NPSP 2.0. A key feature of NPSP 3.0 is that it automatically receives updates from the Salesforce Foundation, meaning that new functionality is added to your instance without needing to install new packages. Furthermore, the older packages are no longer supported by the Salesforce Foundation and no longer receive updates. Upgrading to NPSP 3.0 means your package will remain current and as new features are released to improve the user experience, you will receive them automatically!

If you implemented your Salesforce instance during or after August of 2014, you are already on the NPSP 3.0. If your organization began using Salesforce prior to August of 2014, you may be using an older version of the Nonprofit Starter Pack. To check which version you are using, click “Setup” in the header and then locate “Installed Packages” in the column on the left. Look for a package called “Contacts & Organizations” or “Households”. The version number here will indicate the version of that you are currently using.

Key Features of the upgrade include:

  • Household Accounts
  • Primary Affiliation
  • Address Management
  • Opportunity Naming Conventions
  • Grant Management
  • Allocation Management
  • Data Import Template
  • Salesforce1 Enabled
  • Table Driven Trigger Management

Why You Should Attend

Our very own Kim Schaefges, a Certified Salesforce Administrator and Developer will be presenting on how you can upgrade from your current version to version 3.0. Prior to joining Cloud for Good, Kim was an independent Salesforce consultant for nonprofit organizations. Kim has also worked as the Director of Individual Giving for a nonprofit serving children and adults with developmental disabilities. She has spent most of her career in the area of data management and marketing. She is passionate about using her skills to help the nonprofit industry and is a huge fan of the Nonprofit Starter Pack. We have allotted 15 minutes at the end of the webinar to allow for questions. If you find that upgrading on your own is too much of a task, please contact your Account Executive to schedule a call.

If you are ready to make the move to the NPSP 3.0, register here for our upcoming webinar! You won’t want to miss it!

You may be interested in reviewing these other posts:

NPSP 3.0 Overview 
So, you think you want to upgrade to NPSP 3.0… 
NPSP 3.0 NPSP and NGO Connect Product Roadmaps
Nonprofit Starter Pack (NPSP) Importer Tool Deep Dive 

Janna Rawls

Janna Rawls