When encountering an issue while configuring Nonprofit Cloud Case Management, the consultant should first check Salesforce Help to see if it is a documented issue. Salesforce Help provides extensive documentation, release notes, and known issues, making it a reliable source for troubleshooting.
Steps to Check:
Salesforce Help:
Navigate to Salesforce Help & Training.
Search for the specific issue or error message.
Review any available documentation, known issues, and suggested resolutions.
Additional Resources:
If the issue is not documented in Salesforce Help, the consultant can also check the Trailblazer Community for discussions and solutions provided by other users.
Salesforce Help & Training
Salesforce Trailhead: Salesforce Help Resources

https://powerofus.force.com/s/article/NPSP-Configure-Data-Importer-Options When loading a large volume of historical data into Salesforce, especially data spanning several years, it is common to encounter performance issues like the "Apex CPU Time Limit Exceeded" error. This error occurs because Salesforce processes each record with all active triggers, which can consume a significant amount of processing time.
Steps to Resolve:
Disable Trigger Handlers:
Navigate to NPSP Settings -> Trigger Handlers.
Uncheck the Active checkbox for all Trigger Handlers. This will temporarily disable the triggers, allowing the data to load without the additional processing overhead.
Load Da

To measure user adoption after the go-live of Salesforce for program management, the nonprofit can track the following metrics:
Number of Account and Contact Records Created (B):
This metric indicates how actively users are adding new data into the system, reflecting their engagement and usage of Salesforce for managing accounts and contacts.
Percentage of Staff Logging In Weekly (C):
This metric provides insight into how consistently staff members are using Salesforce. High login rates suggest good user adoption, while low rates may indicate a need for additional training or support.
Steps to Measure:
Create Reports:
Use Salesforce reports to track the number of Account and Contact records created over the past 30 days.
Set up a report to monitor user login frequency and calculate the percentage of staff logging in weekly.
Monitor and Analyze:
Regularly review these reports to assess user adoption and identify any areas needing improvement.
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption

To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:
Salesforce Connect:
Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.
It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.
Implementing Salesforce Connect:
Set up an external data source connection in Salesforce to the proprietary membership management system.
Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.
Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.
Real-Time Insights:
Use reports and dashboards to display membership data alongside fundraising and program data.
Ensure that membership data is updated in real-time, providing accurate and timely insights.
By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.
Salesforce Connect Documentation
Trailhead Module: Integrate with External Data Sources Using Salesforce Connect

https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3 When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.
TDTM Overview:
TDTM allows for managing and controlling the execution of triggers in NPSP.
It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.
Disabling TDTM for Specific Users:
By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.
This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.
Steps to Implement:
Navigate to NPSP Settings -> System Tools -> TDTM.
Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.
Save the changes to ensure that TDTM triggers are disabled for these users during the import process.
Benefits:
Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.
Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.
Additional Considerations:
Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.
Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.
CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.