Before installing the Volunteers for Salesforce package, a consultant should:
Check that the nonprofit has the most recent NPSP release:
Ensure that the organization is running the latest version of the Nonprofit Success Pack (NPSP). This is crucial because newer releases might contain important updates and fixes that can impact the installation and functionality of Volunteers for Salesforce.
[Reference: CertGod-NONPROFIT-CLOUD-CONSULTANT.pdf - Question 4, recommends checking the release information., Compare usage of roll-up summary fields to limits:, Volunteers for Salesforce might add additional roll-up summary fields, which can potentially exceed Salesforce limits. It's important to review the current usage of roll-up summary fields and compare them to Salesforce limits to avoid any issues during or after the installation., Reference: CertGod-NONPROFIT-CLOUD-CONSULTANT.pdf - Question 74, indicates the importance of understanding roll-up summary field limits before data operations., , , ]
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