A nonprofit organization has been using Salesforce without NPSP. The organization is now interested in the NPSP functionality and wants the…

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To evaluate and recommend whether to use NPSP in the same Salesforce environment or start over

in a new environment, the consultant should use Salesforce Optimizer. Salesforce Optimizer provides

a comprehensive report that evaluates the current Salesforce org and identifies areas for

improvement and optimization.

Log in to Salesforce: Access the Salesforce org.

Navigate to Salesforce Optimizer: Go to Setup, search for "Optimizer", and select "Salesforce

Optimizer".

Run Salesforce Optimizer:

Click "Run Optimizer".

Wait for the evaluation to complete. Salesforce Optimizer will generate a detailed report.

Review the Report:

Analyze the report to understand the current state of the Salesforce environment.

Look for insights related to customizations, data quality, and system usage.

Make a Recommendation:

Based on the findings, determine if the existing environment is suitable for implementing NPSP.

If significant issues or customizations are found, consider starting over in a new environment.

Using Salesforce Optimizer helps ensure an informed decision based on the health and suitability of

the current Salesforce environment.