Installation
I always install all apps (except for maybe matching gifts) because there are too many linked things that could go wrong if they are not all installed.
Other Apps that work with NPSP
Setup
See Accounts for setting up your Accounts object.
See Contacts for setting up your Contacts object. Optionally rename Contacts to be Individuals depending on the balance of individuals in your data mix.
Organisations and Contacts
https://salesforcefoundationpowerofus.screenstepsliveforce.com/sarticles/npsp/m/contacts/l/28669-understanding-the-account-modelResource/NPSP-What-is-an-Account-Model
I prefer the 1x1 account Model.
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- two records for each Individual contact
- Can't use Contact Merge (but the Demand Tools app handles that).
Affiliations
Affiliations works well and is a great feature of NPSP although the new feature in Salesforce of one contact to many accounts also works well.
Households
Households is annoying and unless your constituency really consists of households, don't bother with itwith the NPSP 3 is much easier to use.
Matching Gifts
Why does Matching Gifts install a Donation object when NPSP renames Opps to Donations?
Leads
Opportunities / Donations
Depending on the type of money you receive, think about renaming Opportunities to Donations or even Money or Payments.
Entering donations - read http://nickhbailey.wordpress.com/2012/04/09/how-do-i-enter-this-donation-a-primer-for-npsp-users/ especially the picture. (Quotes below from this article).
Contact Roles
The person making the donation is added as the Contact Role.
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Think about using Opportunity Primary Contact validation to ensure all Opps have a Primary Contact.
Soft Credits
Understand Soft Credits!
Rollups
Rollup Setting is in the Household Settings tab.
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This is a very good answer on Stack Exchange http://salesforce.stackexchange.com/questions/8392/donation-roll-ups-are-not-working-on-contact-and-household
Campaigns
Remember:
- Organisations don't subscribe to newsletters, people do. Many email apps (Mailchimp, Campaign Monitor) will not send to info@ email addresses
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