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Audience and Prerequisites
ATTENTION FOLKS : The screenshots and accompanying steps in this document might look different than what you see in your Salesforce org. That's because, as of November 2016, Nonprofit Success Pack defaults to the Lightning Experience user interface for new trials. To find out more about Lightning Experience, check out this doc.You should have some familiarity with the Nonprofit Success Pack, Salesforce, and Salesforce reports before attempting to step through this guide. If you haven't already done so, we recommend that you complete the Nonprofit Fundraising Trail and the Reports & Dashboards Trailhead Module before proceeding.