---
schema_version: "1"
id: 5702beee3e018e969e0017c4f48baed17c8bfc8b5e92cfbe8212c018349c7733
title: Configure Levels
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_config_levels.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 15f51ac760526546aadb4dae700578b85a40eec3c9f8a5491be41352a6293603
description: Learn about NPSP Levels, how to create new level fields, how to secure and provide access to the Level object and fields, and how to add value to target picklists.
products:
  - Nonprofit
release: "264"
---
# Configure Levels

Learn about NPSP Levels, how to create new level fields, how to secure and provide access to the Level object and fields, and how to add value to target picklists.

- **[About Levels](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5)**  
    The NPSP Levels feature lets you track your constituents' level of commitment and engagement based on criteria such as total gifts or number of hours volunteered.
- **[Set Object and Field-Level Security](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5)**  
    Enable access to the Level object and its fields for each profile that will be using Levels.
- **[Create Level Fields on Contacts, Accounts, or other Objects](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5)**  
    To show Level and Previous Level on Contacts, Accounts, or other objects, create custom fields and add them to your page layouts.
- **[Add Value to Target Picklist](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5)**  
    When you create a Level structure, you choose the object that the Level structure applies to by making a selection in the Target field. By default, you can select Account or Contact. If you're tracking Level values on an object other than Account or Contact, add that object to the Target field on the Level object.
- **[(Optional) Give Users Access to the npsp.LVL\_LevelEdit Page](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5)**  
    System Administrators have access to the npsp.LVL\_LevelEdit Visualforce page by default, but other profiles don't. If you want users with other profiles to manage Levels, you must give them access to the Visualforce page.

## About Levels

The NPSP Levels feature lets you track your constituents' level of commitment and engagement based on criteria such as total gifts or number of hours volunteered.

NPSP Levels uses the following objects:

- Level (custom object): Each level record you configure indicates a particular level of commitment, for example, Gold, Bronze, or Silver, that you can then assign to your constituents.

### Feature Release Information

This feature was released in NPSP version 3.81 (9/14/2016).

## Set Object and Field-Level Security

Enable access to the Level object and its fields for each profile that will be using Levels.

To set object and field access:

1. Click ![Setup gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/setup.png), then click **Setup**.
2. Enter Profiles in the Quick Find box, then click **Profiles**.
3. Click the name of the Profile you want to set security for.
4. Click **Edit**.
5. In the Custom Object Permissions section, select **Read**, **Edit**, **Create**, and **Delete** for the Level object. This gives all users with this profile full access to use Levels. Depending on the profile, you may want to grant different access.
6. In the Custom Tab Settings section, select **Default On** to include the Level tab in your list of tabs or **Default Off** to make the tab accessible in App Launcher.
7. In the Field-Level Security section, click **View** next to GAU Allocations.
8. Make sure **Read Access** or **Edit Access** is checked for all fields. If not, click **Edit** and select the checkbox.
9. Click **Save**.

## Create Level Fields on Contacts, Accounts, or other Objects

To show Level and Previous Level on Contacts, Accounts, or other objects, create custom fields and add them to your page layouts.

These instructions are for the Account object, but they apply to Contact or any other object for which you want to display Levels.

1. From Setup, click the **Object Manager** tab.
2. In the list of objects, click **Account**.
3. Click **Fields & Relationships**.
4. Click **New** to create a new field to display Level.
5. Give the field an appropriate name (we suggest Level).
6. Select **Lookup Relationship** as the field type, then click **Next**.
7. Select **Level** as the related object, then click **Next**.
8. Enter a Description and Help Text, then click **Next**.
9. Select the appropriate Field-Level Security for each profile, then click **Next**.
10. Select Page Layouts to add the new field to, then click **Next**.
11. If you don’t want to include the related list, deselect **Add Related List**, then click **Save**.
12. Repeat these steps to create a second Lookup Relationship field called Previous Level.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png)

Note To display Levels on an object other than Contact or Account, there's an additional step required. For more information, see [Configure Levels](https://help.salesforce.com/s/articleView?id=sfdo.npsp_config_levels.htm&release=264.0.0&type=5 "Learn about NPSP Levels, how to create new level fields, how to secure and provide access to the Level object and fields, and how to add value to target picklists.").

Once you've created Level structures, the values of the Level and Previous Level fields on Account, Contact, or other objects you configured are automatically updated every night by a batch job. Learn more in [Create and Manage Levels](https://help.salesforce.com/s/articleView?id=sfdo.create_and_manage_levels.htm&release=264.0.0&type=5 "NPSP Levels give you a way to track a constituent's level of commitment and engagement based on criteria such as total gifts or number of hours volunteered. Create and manage NPSP Levels based on your organization's practices.").

## Add Value to Target Picklist

When you create a Level structure, you choose the object that the Level structure applies to by making a selection in the Target field. By default, you can select Account or Contact. If you're tracking Level values on an object other than Account or Contact, add that object to the Target field on the Level object.

First, find the API name of the object you plan to add. In this example, we're using the Affiliation object, but the instructions apply to any object:

1. From Setup, click the **Object Manager** tab.
2. From the list of objects, click the name of the object you wish to add, for example, **Affiliation.**
3. Make a note of the API Name of the object. In this example, it's npe5\_\_Affiliation\_\_c.
    
    ![API Name in Details dialog](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/object_api_name.png)

Now add that value to the Target picklist on the Level object:

1. From Setup, click the **Object Manager** tab.
2. From the list of objects, click **Level**, then click **Fields & Relationships**.
3. Click **Target**.
4. In the Values related list, click **New**, then enter the API name of the object you want to add. In this example, we enter npe5\_\_Affiliation\_\_c.
5. Save your changes.

## (Optional) Give Users Access to the npsp.LVL\_LevelEdit Page

System Administrators have access to the npsp.LVL\_LevelEdit Visualforce page by default, but other profiles don't. If you want users with other profiles to manage Levels, you must give them access to the Visualforce page.

This page is required to use the New and Edit buttons on Levels.

1. From Setup, enter Profiles in the Quick Find box, then click **Profiles**.
2. Click the name of the Profile you want to edit.
3. In the Enabled Visualforce Page Access related list, click **Edit**.
4. Move npsp.LVL\_LevelEdit into the Enabled Visualforce Pages list.
    
    ![Visualforce page access](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/level_vf_page.png)
5. Click **Save**.
6. Repeat for each profile that needs access to Levels.