Templates
Salesforce NPSP
Start empowering your team in Salesforce NPSP in minutes. Save time creating end-user training and maximize adoption of the Nonprofit Success Pack in Salesforce with customizable NPSP training content that surfaces in-app, exactly where your users need it.
3 steps to surface knowledge in the Nonprofit Success Pack with Spekit
1.
View the free Salesforce NPSP training template
View the free NPSP Fundamentals training template to see what content you can customize.
2.
Customize training to your needs
Chat with us to learn how you can customize this training to meet your unique business needs by adding new content, videos, images more.
3.
Automatically see training surface in Salesforce NPSP
See the training surface where your users work in NPSP beside defined terms, fields, picklist values, and processes. Then, invite your team to join!
View the NPSP template to see what’s available to customize
Getting your team up and running on NPSP? Don’t write your training from scratch. We’ve collaborated with the experts at OpenTent to produce the ultimate getting started guide.
- Implementing the Nonprofit Success Pack for Salesforce?
- Onboarding new team members and need to surface answers directly within Salesforce?
Use this guide to help your team complete tasks in the Nonprofit Success Pack including how to create a household, add donations, create volunteer jobs and more!
Chat with the Spekit team to learn how you can easily customize this training and surface it within your own Salesforce NPSP instance.
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About the authors
OpenTent is a Salesforce consulting team delivering sustainable tech tools, collaborative training, and scalable team processes for nonprofits and social enterprises.
Their approach is value-based (you pay for the value you feel you received) and holistic – we work with our clients on staffing, strategy, impact measurement, and change management in addition to Salesforce development. As you move forward with implementing Salesforce (and Spekit!), they’d love to hear how it’s going – send them a note at hello@opentent.com.
Spektacular Features
Consolidate processes and documentation in Spekit and see your training appear in NPSP.
Centralize Salesforce NPSP training within a single, accessible solution
With Spekit, all of your NPSP training is consolidated. Customize, build, and scale training to help your team easily learn NPSP.
Surface NPSP training and resources in your customized instance
With Spekit, surface knowledge and training directly within the Nonprofit Success Pack, right where questions arise.
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