Acronyms
NPSP
What is Nonprofit Success Pack?
Used to grant additional permissions without creating a new profile
What are permission sets?
Object used to create repeating opportunities over time
What are Recurring Donations?
The interface of this tool is a significant improvement from its predecessor
What is Process Builder?
The original name for NPSP
What is Nonprofit Starter Pack?
GAU
What is General Accounting Unit?
These determine what level of access a user has to records they do not own
What are Organization Wide Defaults (OWD)?
A way to track someone's influence on a donation they did not make
What is a soft credit?
This tool can send outbound messages
What is Workflow
The year NPSP was launched
What is 2008?
The four object permissions that can be granted at the profile level
What is CRED (Create, Read, Edit, Delete)?
This restricts certain profiles from being able to see certain information on a record.
What is Field Level Security?
A financial mechanism used by some donors for anonymity and additional tax benefits.
What are Donor Advised Funds?
This tool can launch interactive screens that allow users to enter data
What is Flow?
What is DemandTools?
SOQL
What is Salesforce Object Query Language?
When a field on a record determines what users can see the record.
What are Criteria Based Sharing Rules?
These can be written off when a donor doesn't follow through on a pledge
What are Payments?
This tool can update and create related records to the record in question
What is Process Builder?
The precursor to the Household Account Model
What is the 1:1 Account Model?
BGE
What is Batch Gift Entry?
A mechanism to control access to records based on the user's relationship with the record owner
What is Role Hierarchy?
These can track key dates and requirements for a grant application process.
What are Deliverables?
This type of field can not be used to trigger a workflow or process builder
What is a formula field or campaign statistic field?
What are Levels and Engagement Plans?