September Nonprofit Success Pack (NPSP) Releases

The Nonprofit Success Pack (NPSP), is the foundation of the Connected Nonprofit, and every two weeks we release new features, fixes and updates. To keep you in the loop about the great new updates coming out in NPSP, we’re providing a monthly roundup, so you can get the latest and greatest information on our product.

Enhancements to Batch Data Import

With new enhancements to our existing batch data import tools, organizations can now create batches that fit their individual needs, schedule them to run automatically, and manage batch post processing tasks, allowing for more efficient donation and campaign management, reporting and donor follow up. Enhancements include:

Batching: Setup and process donation import batches with specific configurations. This is useful for organizations that have donations coming in from multiple events, campaigns or integrations.

Scheduling: Process batches in the scheduled tasks that NPSP does each night or configure a new time, date or frequency. This allows administrators to save time by not having to manually process records and instead automate processes even further.

Custom Post Processing: After batch records are processed, perform additional tasks based on an organization’s custom Apex code. Examples include additional filtering, record updates or creation, or relationship creation between records.

Want to make use of these enhancements? Take a look at the NPSP Advanced User’s Guide to Importing Data for step-by-step instructions and an interesting use case.

If you’re new to the data import process or want step-by-step instructions for how to import data into NPSP, see NPSP Administrator’s Guide to Importing Donor Data.

We’ll be hosting a Batch Data Import with the Nonprofit Success Pack webinar on October 26th at 9am PST. Sign up today!

New NPSP Getting Started Page

We’re excited to introduce a new resource page to help you get started with NPSP. The new NPSP Getting Started page is your one stop resource page for new and existing customers. Easily access important NPSP resources including Trailhead Trails, the Power of Us Community, and how-to videos through YouTube.

Every two weeks, the page will dynamically update based on the latest package release, so you can be sure to stay up to date on the latest and greatest coming from Salesforce.org. In order to take advantage of this great new asset, you need to make sure the Remote Site is active in your org. Doing so is as easy as 1-5:

1. Go to Setup
2. Search for “Remote Site Settings”
3. Click Edit next to SFDO Endpoints
4. Ensure that the Active box is checked
5. Click Save.

New Trailhead Module for Nonprofits

Check out our new Trailhead module, Salesforce Basics for Nonprofits. If you’re interested in diving deeper into NPSP, we’ve created a new Trail Mix, or a customized mix of our favorite trails, to get you started: Getting Started with Salesforce and the Nonprofit Success Pack (NPSP) – Admins.

EMEA NPSP Sprint

Last week, we hosted the NPSP Community Sprint in London, our first ever in EMEA! Over the course of two days, 30+ customers, partners and staff worked together to make the Nonprofit Success Pack (NPSP) better than ever.

These are just some of the recent release highlights and announcements. If you are interested in following our releases more closely, join the NPSP Release Announcements group in the HUB. We promise no spam and low volume (approximately one post per week).