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PSP Administrator's Guide to Importing Donor Data salesforcedocs Last updated: October 10, 2016, Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of
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01
To fill out the NPSP administrators guide, follow these steps:
02
Start by reading the guide thoroughly to understand its purpose and contents.
03
Identify the sections that are relevant to your role or responsibilities as an NPSP administrator.
04
Begin filling out the guide by providing information about your organization, such as its name, mission, and contact details.
05
Proceed to complete the sections that pertain to managing NPSP settings, such as defining data entry and validation rules.
06
Include details about your organization's data management practices, including how you handle duplicates, update records, and maintain data quality.
07
Fill out the sections related to managing donors and donations, including processes for entering donations, acknowledging donors, and generating reports.
08
If applicable, provide information on managing volunteers, campaigns, and events within NPSP.
09
Review your completed guide to ensure all necessary information is included and accurate.
10
Save and distribute the filled-out NPSP administrators guide to relevant stakeholders or teams within your organization.

Who needs npsp administrators guide to?

01
The NPSP administrators guide is useful for:
02
- Nonprofit organizations using the Nonprofit Success Pack (NPSP) as their CRM system
03
- NPSP administrators or system administrators responsible for managing and customizing NPSP
04
- Individuals or teams involved in data management, fundraising, donor relations, or volunteer coordination within an organization using NPSP
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The NPSP Administrators Guide is a comprehensive resource for individuals responsible for managing and configuring Salesforce's Nonprofit Success Pack.
NPSP administrators and those responsible for managing Salesforce instances for nonprofit organizations are required to reference the NPSP Administrators Guide.
To fill out the NPSP Administrators Guide, administrators should review the provided documentation and follow the instructions for configuring and managing Salesforce instances for nonprofits.
The purpose of the NPSP Administrators Guide is to provide guidance and best practices for effectively managing Salesforce instances for nonprofit organizations using the Nonprofit Success Pack.
Information related to configuring and managing Salesforce instances, customizations, data management, integrations, and best practices for nonprofit organizations using the Nonprofit Success Pack.
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