Required Configuration

Create Opportunity Stage Values

We'll walk you through an example to get you started. Let's create a stage called "Application Received." (We'll use this stage in a later step for the Grant Sales Process.)From Setup, click the Object Manager

1. From Setup, click the Object Manager

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Opportunity.
3. Click Fields & Relationships.
4. Click the Stage field.
5. Under the Opportunity Stages Picklist Values, click New.
6. Enter the following details:
   • Stage Name: Application Received
   • Type: Open
   • Probability: 30%
   • Forecast Category: Pipeline
   • Description: Our organization has been notified that the grant application was received.
7. Save your changes.

Now create the rest of the stages you need for your organization.

Configure each of these stage values (if they don't already exist in your org).

Note The values in this table appear in the NPSP Trial and are only suggestions. Your organization can customize them to meet your needs or leave them as is.

Create Sales Processes to Match Your Business Processes

A sales process in Salesforce is a collection of stages that an Opportunity could potentially move through. For example, a Donation sales process might include the stages Pledged, Closed Won, Closed Lost, and Declined.

Create and configure a Donation sales process:

1. From Setup, in the Quick Find box, enter Sales Processes and select Sales Processes.
2. Click New.
3. In the Existing Sales Process field, choose Master.
4. In the Sales Process name field, enter Donation.
5. Click Save.
6. Move the following values to the Selected Value list:
   • Pledged
   • Closed Won
   • Declined
   • Closed Lost
7. If there are values other than those listed in step 6 in the Selected Values list, move them to the Available Values list.

   

8. Save your changes.
9. Now create and configure sales processes for Grants, In-Kind Gifts, and Major Gifts as described in steps 2—7 with the values listed in this table.

The NPSP Trial comes with these sales processes:

Note

If you don't see some of the selected values in your org, you need to add them to the Opportunity Stage field first. Learn more in Create Opportunity Stage Values.

Create Opportunity Record Types

Create these Opportunity record types to track different kinds of Opportunities in NPSP.

• Donation
• Grant
• In-Kind Gift
• Major Gift
• Matching Gift
• Membership

Record types let you offer different business processes, picklist values, and page layouts to different users. We’ll walk you through how to create the Donation record type.

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Opportunity.
3. Click Record Types.
4. Click New.
5. Enter the following information:
   • Existing Record Type: Master (the default value)
   • Record Type Label: Donation
   • Record Type Name: Donation
   • Sales Process: Donation
   • Description: Donation being prospected or already received
6. Select the Active checkbox.
   
7. Select Make Available for profiles that should have access to the Donation record type.
8. For enabled profiles, select Make Default to make it the default record type for users of that profile.
9. Click Next.
10. To apply one layout to all profiles, select Donation Layout.
    
11. Save your changes.
12. Repeat these steps for each of the other five record types. Use these values:

    Record Type	Enter these values
    Grant	Record Type label: Grant Record Type Name: Grant Sales Process: Grant Page Layout: Grant Layout
    In-Kind Gift	Record Type label: In-Kind Gift Record Type Name: InKindGift Sales Process: In-Kind Gift Page Layout: In-Kind Gift Layout
    Major Gift	Record Type label: Major Gift Record Type Name: MajorGift Sales Process: Major Gift Page Layout: Major Gift Layout
    Matching Gift	Record Type label: Matching Gift Record Type Name: MatchingGift Sales Process: Donation Page Layout: Matching Gift Layout
    Membership	Record Type label: Membership Record Type Name: Membership Sales Process: Donation Page Layout: Membership Layout

Create an Opportunity Action Button

Based on how you set up your Contact Opportunity Action buttons, all the data, such as the Opportunity Name and Close Date, is correctly populated for you. We'll show you how to create a New Donation action, similar to the one in the NPSP trial.

To learn more about Quick Actions, see Create Global Quick Actions.

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Contact.
3. Click Buttons, Links, and Actions.
4. Click New Action.
5. Complete the record:
   1. For Action Type, select Create a Record.
   2. For Target Object, select Opportunity.
   3. For the Relationship Field, select the Primary Contact field.
   4. Select the Record Type that will be automatically assigned for the Opportunity. In this case, we're creating an Action for the Donation record type.
   5. The Standard Label Type determines how the Action will appear on a record. We recommend selecting New [Record Type]. For example, since we chose the Donation record type, the Contact record will have an action called New Donation.
   6. Give the Action a name. This name isn't visible to users.
   7. We recommend leaving Create Feed Item deselected. This setting creates a Chatter post for every new Opportunity created with the action.
   8. Save your changes.
6. Next, choose the fields that will appear in the pop up when the button is pushed. Drag any field to the preview area to include it; click to remove a field. Fields marked with a * are required. Hover over the field and select the wrench icon, to set a field as Read-only or Required.
   
7. Save your work.
8. Next, set up predefined values that automatically populate fields on the new Opportunity record that is created from the action. For each new Opportunity, we want to set the Close Date to today, the Stage to Closed Won, and the Opportunity Name to autopopulate using this format: "Jasmine Klein Donation 1/24/2020." This makes creating Opportunities so much faster.
   1. In the Predefined Field Values section, click New.
      

      Note You can choose to automatically populate fields, even if they don't appear on the above layout. For example, automatically populate default values for required fields, so users don't have to enter values each time.
   2. From the Field Name list, select the Opportunity Name field.

      This is the field you want to populate automatically.

   3. In the Formula Value field, enter: Contact.FirstName & " " & Contact.LastName & " Donation " & TEXT(MONTH(TODAY())) & "/" & TEXT(DAY(TODAY())) & "/" & TEXT(YEAR(TODAY()))
   4. Save your changes.
9. Next, create the predefined value for the Close Date field.
   1. In the Predefined Field Values section, click New.
   2. From the Field Name list, select Close Date.
   3. In Formula Value, enter TODAY().
   4. Save your changes.

10. Last, we'll create the predefined value for the Stage field.

    1. In the Predefined Field Values section, click New.

    2. From the Field Name list, select Stage.

    3. In the Specific Value field, select Closed Won.

    4. Save your changes.

Now that you created the new Action, make sure it appears by adding it to your Contact page layout.

1. In the Object Manager, make sure you're still viewing the Contact object, then click Page Layouts.
2. Click the name of your Contact layout.
3. In the left pane of the top panel, click Mobile & Lightning Actions.
4. On the right side, you'll see the new Action(s) you created. Drag the Action(s) into the Salesforce Mobile and Lightning Experience Actions section. Be sure to put the actions in the order you want to see them in the UI.

   

5. Save your change.

Don't forget to create an Action for each of the Opportunity record types (and add them to the page layout).

Important If you added the new Action to the page layout, but still can't see it on a Contact record, check to make sure that your profile (and any other profile that needs to see the Action) has access to the Primary Contact field. You can view field access using the Object Manager in Setup.

Edit an Opportunity Action Button

NPSP comes with a number of ready-to-go Actions on Contact and Account that let you quickly create Opportunities, such as Donations and Memberships, for each Opportunity record type. Edit these Actions to meet your organization's needs.

1. From Setup, click the Object Manager tab.
2. In the list of objects, click Contact or Account
3. Click Buttons, Links, and Actions.
4. Click the label for the Action you wish to edit.
5. Click Edit Layout.
6. Add or remove fields in the layout editor.
7. Save your changes.
8. Back on the Action layout, scroll to the Predefined Field Values list. Click Edit to edit any existing predefined value. Click New to create a new predefined field.
9. Save your changes.

Configure Settings

Here's where you create those Relationship Reciprocal records—the ones that tell NPSP what kind of reciprocal record to auto create whenever you create a relationship record.

1. Click the NPSP Settings tab. If you don't see the tab, find it in the App Launcher ().

2. Click Relationships, then click Relationship Reciprocal Settings.
3. Click New Reciprocal Relationship.
4. Enter values for Name and Neutral, for example, Parent and Child. If you’re tracking your constituents' genders, either through a custom field on Contact or with salutations, include values for Male (like Son), Female (like Daughter), and Neutral (like Child).
   
5. Click Create Reciprocal Relationship.

Create any additional relationship types that would be useful for your organization.

To get you started, here are the Reciprocal Relationship records that come with the NPSP trial. Choose from these or create your own.

(Optional) Create a Custom Gender Field on Contact

If you have a valid reason to track your constituent's gender, create a custom picklist field on the Contact object.

Recommended picklist values:

• Male
• Female
• Non-Binary
• Prefer Not To Say

To create your custom field:

1. Click the Object Manager tab.
2. In the list of objects, click Contact.
3. Click Fields & Relationships.
4. Click New.
5. Under Data Type, select Picklist, then click Next.
6. Enter Gender as the Field Label.
7. Select Enter values, with each value separated by a new line.
8. For values, enter Male, Female, Non-Binary, Prefer Not To Say.
9. Click Next.
10. Select field-level security for each profile, then click Next.
11. Select the Contact page layouts that should include the new field, then click Save.

12. Now that the custom gender field is created, use the steps in the Configure Relationship Reciprocal Settings section to configure the reciprocal relationship for it, so that it can be applied when you create relationships. For more information on gender and reciprocal relationship settings, read Manage Relationships Settings.