Making the Move – What to Know Before Transitioning from NPSP to NPC

Salesforce NonProfit Cloud (NPC) represents a major evolution in non profit technology. If your organization is currently using the NonProfit Success Pack (NPSP), you might be wondering what it takes to make the transition—and whether it’s the right move.

This post is designed to help you understand the key considerations, potential benefits, and practical steps involved in moving from NPSP to NPC.

Why Transition from NPSP?

NPSP has served non profits well for years, offering donor management, fundraising tools, and basic program tracking. But as missions grow more complex, many organizations are finding that they need:

• A more unified data model
• Native program and outcome tracking
• Scalable architecture with fewer dependencies
• Advanced automation and AI capabilities

NPC delivers all of this—and more—within the core Salesforce platform.

Key Differences to Keep in Mind

Feature	NPSP	NPC
Architecture	Add-on managed packages	Native Salesforce solution
Data Model	Fundraising-centric	Mission-centric (fundraising + programs + outcomes)
Program Management	Limited	Built-in tools for service delivery and impact tracking
Automation	Basic workflows	Advanced flows, AI, and predictive insights

Questions to Ask Before You Transition

Before making the move, it’s important to assess your organization’s readiness:

• Are your fundraising and program teams working from the same data?
• Do you need better tools for tracking service delivery and outcomes?
• Is your current setup limiting your ability to scale or automate?
• Are you spending too much time managing integrations and updates?

If you answered “yes” to any of these, it may be time to explore NPC more seriously.

Planning Your Transition

Moving from NPSP to NPC isn’t just a technical migration—it’s a strategic shift. Here’s how to prepare:

1. Conduct a CRM Audit: Review your current data model, workflows, and pain points.
2. Engage Stakeholders: Include fundraising, program, and operations teams in the conversation.
3. Define Success: Identify what you want to achieve with NPC—better reporting, unified data, improved engagement, etc.
4. Plan for Change Management: Ensure staff are trained and supported throughout the transition.
5. Work with Experts: Partner with a certified Salesforce consultant who understands both NPSP and NPC.

What to Expect During the Transition

• Data Migration: Mapping and moving data from NPSP to NPC’s native objects
• Process Redesign: Aligning workflows with NPC’s capabilities
• Customization: Tailoring NPC to your mission, programs, and reporting needs
• Training & Adoption: Helping staff embrace the new tools and processes

Need Help Navigating the Shift?

As a certified Salesforce consulting partner, we specialize in helping nonprofits:

• Evaluate whether NPC is the right fit
• Plan and execute smooth transitions from NPSP or other systems
• Customize Salesforce to align with your mission and operations

Let’s talk about how we can support your journey. Contact us for a free consultation or schedule a discovery call.

Coming Up Next in This Series:
In the next post, From Data to Impact – How NPC Helps You Tell Your Story,  
we’ll explore how Salesforce NPC empowers nonprofits to move beyond activity tracking and use data to demonstrate real-world impact.