NPSP Configuration for Donors, Donations and Related Data
● Manage donors contacts, households, addresses, relationships between contacts, and organizational affiliations. Create custom fields, as needed.
● Track different types of gifts, such as individuals, organizations, major gifts, inbound grants, pledges, planned giving, in-kind, corporate partnerships, stocks, and matching gifts.
● Track recurring gifts. Gifts are open-ended and include monthly and annual frequencies.
Outreach Configuration and Management
● Configure levels to manually categorize contacts and organizations based on potential or past giving.
● Configure Non Profit Success Pack (NPSP) Engagement Plans so that a preconfigured set of tasks can be automatically or manually assigned to contacts and organizations.
● Ability to track tasks and document the result of past calls/meetings on contacts and organizations.
● Ability to track inspirational stories related to organization so they can be shared later.
● simplify staff workflows, such as configuring automatic email alerts and field updates.
● Data inventory and field mapping of data from Access for conversion to Salesforce NPSP.
● Perform complete test import into development environment for client validation and final import into production environment.
● We will provide Access in .mdb format.
General Salesforce Configuration
● Configure basic system settings and preferences related to this project.
● Configure page layouts for optimal user-friendliness.
● Configure list views for easy data access.
● Configure profiles and permissions for development users.
Reports & Dashboards
● Build reports so the development team can track and manage their work.
Training & Documentation
● Provide a walkthrough for each section of configuration completed and providing detailed test scripts for user acceptance testing and training purposes.
● “train the trainer” model where we will use the provided documentation to independently train our staff.
Hourly Range: $25.00-$49.00
Posted On: May 05, 2023 13:05 UTC
Category: Full Stack Development
Skills:Salesforce App Development, Salesforce CRM, Apex
Country: United States
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