---
schema_version: "1"
id: 5d14571a9e4afb6af781d6047bb782cc70653b14177746f2d2e05f62ff47aaa5
title: Expand Object Capabilities in Nonprofit Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npc_expand_object_capabilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 71f59ff30db40db9947dbc9ae5aeb0454d5139e3d7817858d1428cab55848f8c
description: Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.
products:
  - Nonprofit
release: "264"
---
# Expand Object Capabilities in Nonprofit Cloud

Your most-used Nonprofit Cloud objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud.</td></tr></tbody></table>

- **[Graphically View Your Records](https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&release=264.0.0&type=5)**  
    View records in a graphical way to help monitor your work and keep projects moving ahead. Kanban views are available for most objects, with exceptions such as tasks.
- **[Use Path with Nonprofit Objects](https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&release=264.0.0&type=5)**  
    Boost productivity and help users gather complete data. Create paths to guide your users through steps of a business process, such as enrolling a participant in a program, or awarding a grant. At each step of a path, you can highlight key fields and include customized guidance for success.
- **[View Data in a Calendar](https://help.salesforce.com/s/articleView?id=sfdo.npc_expand_object_capabilities.htm&release=264.0.0&type=5)**  
    Avoid scheduling conflicts after your organization enables Salesforce Calendar. Users can see their records, for example, volunteer events or benefit sessions, plotted on a calendar. This calendar helps to plan work that includes date and time fields.

## Graphically View Your Records

View records in a graphical way to help monitor your work and keep projects moving ahead. Kanban views are available for most objects, with exceptions such as tasks.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12706e168">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e168 ">To create list views:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e168 ">
                <p>Read on the type of record included in the list </p>
                <p>AND</p>
                <p style="margin-bottom:0;">Create and Customize List Views</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e168 ">To create, edit, or delete public list views:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e168 ">Manage Public List Views</td>

            </tr>
          </tbody>
        </table>

Kanban is available for these Nonprofit Cloud objects.

- Benefit
- BenefitAssignment
- BenefitDisbursement
- CaseParticipant
- ComplaintParticipant
- DonorGiftConcept
- GiftAgreement
- GiftCommitment
- GiftRefund
- GiftTransaction
- GiftTribute
- ProgramCohort
- ProgramCohortMember

Edit kanban settings on the related list view for the object. For more information on how to use kanban, go to [Use Kanban to Work with Graphical Views of Your Records](https://help.salesforce.com/s/articleView?id=xcloud.kanban.htm&language=en_US).

## Use Path with Nonprofit Objects

Boost productivity and help users gather complete data. Create paths to guide your users through steps of a business process, such as enrolling a participant in a program, or awarding a grant. At each step of a path, you can highlight key fields and include customized guidance for success.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12706e323">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e323 ">To administer Path:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e323 ">
                <p>Modify All Data</p>
                <p>AND</p>
                <p style="margin-bottom:0;">Customize Application</p>
              </td>

            </tr>
          </tbody>
        </table>

Path is available for these Nonprofit Cloud objects.

- Benefit
- BenefitAssignment
- BenefitDisbursement
- BenefitSchedule
- BenefitSession
- CarePlan
- CaseParticipant
- ComplaintParticipant
- DonorGiftConcept
- GiftAgreement
- GiftCommitment
- GiftRefund
- GiftTransaction
- GiftTribute
- IndividualApplication
- Program
- ProgramCohort
- ProgramCohortMember
- ProgramEnrollment
- Referral

Lightning record pages and the Salesforce mobile app support the use of Path. For information on how to set up and use Path, go to [Guide Users with Path](https://help.salesforce.com/s/articleView?id=sales.path_overview.htm&language=en_US).

## View Data in a Calendar

Avoid scheduling conflicts after your organization enables Salesforce Calendar. Users can see their records, for example, volunteer events or benefit sessions, plotted on a calendar. This calendar helps to plan work that includes date and time fields.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12706e494">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">To turn on Visit Calendar settings:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">Customize Application</td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">To add user lists to Calendar views:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">
                  <p>Customize Application</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">Modify All Data</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">To create custom list views:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12706e494 ">Create and Customize List Views</td>

              </tr>
            </tbody>
          </table>

Before you begin, [set up Salesforce Calendar](https://help.salesforce.com/s/articleView?id=ind.psc_admin_setup_sf_calendar.htm&language=en_US).

To view Nonprofit Cloud data on a calendar, select an object and the date fields that are valuable for your organization to see.

1. From the App Launcher, search for Calendar, and then select **Calendar**.
2. To create a calendar, next to My Calendars, click ![My Calendar Options gear](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/Setup_Menu_Gear_Icon.png) and select **New Calendar**.
3. Select the object that you want to add to your calendar, and click **Next**.
4. Give the calendar a name.
5. Select a field for the start of calendar items.
    
    Date fields show their records at the top of a calendar entry, and Date/Time fields show within their time blocks.
6. To define a duration of the items in your calendar, select a field for the end of calendar items.
7. To apply a filter to the data, from the Apply a Filter field, select a list view.
8. For the name to show on the calendar, select a field, such as the name or subject of your data.
9. Save your work.