- January 18, 2016
- Category: KELL Labs
- Written by Anne Crawford
Are you ready for Salesforce.org’s Nonprofit Starter Pack (NPSP) 3.0 Upgrade Month? Almost without exception, anyone who is running the NPSP 2.0 packages should consider upgrading to NPSP 3.0. Once you’re up and running on NPSP 3.0, you can optionally convert to the new Household Account model. This 2-part series will help you identify whether you are ready to convert, or whether you may need additional time or resources.
To be clear, Salesforce.org has designed the NPSP 3.0 upgrade installation and conversion with a small nonprofit in mind. Many nonprofits with a reasonably experienced Administrator can install NPSP 3.0 on their own and convert to the new Household Account Model, should they wish. In Part 1 of this series, we’ll help you identify whether your organization’s data is in good shape to make a relatively easy conversion. In Part 2, we’ll cover the more complex scenarios, where you may need to do some significant preparation or even call in outside help in order to convert.