--- schema_version: "1" id: bfe271653bf86139a00d128f707969009eacc910d297ba0a2b0a261a5a6bf456 title: Required Configuration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_required_config.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6ebc1d4dbe013e703ae256dca92983ae45c5f185e6593251b437a61e4bf7b2bd description: If you installed Nonprofit Success Pack (NPSP) from the installer, perform these configuration steps to make NPSP function as intended. products: - Nonprofit release: "264" --- # Required Configuration If you installed Nonprofit Success Pack (NPSP) from the installer, perform these configuration steps to make NPSP function as intended. - **[Update Opportunity Stages, Sales Processes, and Record Types](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** You can use Salesforce to track your organization's fundraising processes such as donations, matching gifts, grants, and membership management. To take full advantage of this functionality, configure Opportunity stages and record types. You also need to create additional sales processes. - **[Assign the Organization Record Type to Profiles](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** NPSP installs two Account record types: Household Account and Organization. Household accounts are for individuals and families. Organization Accounts are for foundations that fund your work, other nonprofits that you partner with, corporations that sponsor your work, or companies that employ your donors and constituents. - **[Assign Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** Maybe you already carefully tailored your page layouts to the way your users work, making sure the right fields are visible and grouped in a way that makes sense, and that all related information is easily accessible on each record. If so, congratulations! If not, take advantage of the NPSP custom page layouts. We designed them with typical nonprofit users in mind. You can customize them to meet your users' needs. - **[Restore the Standard New Button on the Opportunity Related List](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** The New Account Donation button on the Opportunity related list of an Account record doesn't work correctly in Lightning Experience. We recommend that you remove this button and restore the standard New button on the related list. - **[Override Lead Convert Button](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** Even if your org isn't using Leads at this point, it's worth a few minutes to get the Lead Conversion page set up, so that you'll be ready to go if you decide to use Leads sometime down the road. - **[Add or Edit a New Opportunity Button on Contacts](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** You can add new Quick Actions on Contacts that let you create Opportunities directly from the Contact record. If you started using NPSP from a trial instance after November 15, 2016, you should have these buttons on Contacts. - **[Override Contact Delete Button](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** The NPSP Contact Delete page alerts you if the Contact you're trying to delete is the only member of their Household. If so, you get the option of deleting that Household Account record along with the Contact, so that you don't have orphaned Households cluttering up your org. - **[Enable the Manage Household Button](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** If you don't see the Manage Household button on your Household Account page, enable the button in Salesforce Setup. - **[Create Opportunity Contact Roles](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** Opportunity Contact Role records link a person (Contact) to a donation (Opportunity), and show what role the person played in getting you the donation. Some typical roles are Donor, Soft Credit, Household Member, and Solicitor, but you can create whatever roles make sense for your organization. - **[Configure Relationship Reciprocal Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** With NPSP, you can create Relationship records that show a connection between any two people. For example, you can track parent/child relationships, sibling relationships, mentor/mentee relationships, and more. - **[Activate Workflow Rules](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5)** NPSP comes with a handful of useful workflow rules to manage emails and phone numbers, and to automatically send acknowledgment emails. The workflow rules are inactive by default. ## Update Opportunity Stages, Sales Processes, and Record Types You can use Salesforce to track your organization's fundraising processes such as donations, matching gifts, grants, and membership management. To take full advantage of this functionality, configure Opportunity stages and record types. You also need to create additional sales processes. ![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 Watch the Nonprofit Salesforce How-To Series video about [Opportunity Sales Processes](https://www.youtube.com/watch?v=mf1fDmZwg38). If you’re not familiar with these terms, don’t worry, we’ll walk you through it all! To get started, here’s a brief explanation: - Stage: A picklist field on Opportunity records. The stage indicates which step of the sales process an Opportunity is in. Typical stages for a donation might include Prospecting, Pledged, Closed Won, or Closed Lost. - Sales Processes: A collection of stages that a business process moves through. - Record Type: The kind of Opportunity you’re tracking, for example, Donation, Grant, or Membership. Each record type is assigned a sales process. ### 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](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 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. | Stage Name | API Name | Type | Probability | Forecast Category | | --- | --- | --- | --- | --- | | Application Submitted | Application Submitted | Open | 30% | Pipeline | | Awarded | Awarded | Closed/Won | 100% | Closed | | Cultivation | Cultivation | Open | 30% | Pipeline | | Declined | Declined | Closed/Lost | 0% | Omitted | | Identification | Identification | Open | 10% | Pipeline | | In-Kind Not Yet Received | In-Kind Not Yet Received | Open | 50% | Omitted | | In-Kind Received | In-Kind Received | Closed/Won | 100% | Omitted | | LOI Submitted | LOI Submitted | Open | 20% | Pipeline | | Pledged | Pledged | Open | 50% | Pipeline | | Proposal/Review | Proposal/Review | Open | 60% | Best Case | | Solicitation | Solicitation | Open | 40% | Pipeline | | Verbal Commitment | Verbal Commitment | Open | 80% | Commit | | Withdrawn | Withdrawn | Closed/Lost | 0% | Omitted | ### 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. ![Selected Stage values for the Donation Sales Process: Pledged, Closed Lost, Closed Won, Declined.](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/donation_sales_process.png) 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](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 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5 "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"). | Sales Process | Selected Values | | --- | --- | | Donation | Pledged, Closed/Lost, Closed/Won, Declined | | Grant | Prospecting, LOI Submitted, Application Submitted, Withdrawn, Awarded, Declined | | In-Kind Gift | Prospecting, In-Kind Not Yet Received, In-Kind Received, Withdrawn | | Major Gift | Identification, Qualification, Cultivation, Solicitation, Proposal/Review, Verbal Commitment, Awarded, Closed/Won, Withdrawn, Declined | ### 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. ![Defining the Donation Record type](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/donation_record_type.png) 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**. ![Assigning page layouts for a new record type. The Apply one layout to all profiles is selected with the value set to Donation Layout.](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/rec_type_pl_assign.jpg) 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
## Assign the Organization Record Type to Profiles NPSP installs two Account record types: Household Account and Organization. Household accounts are for individuals and families. Organization Accounts are for foundations that fund your work, other nonprofits that you partner with, corporations that sponsor your work, or companies that employ your donors and constituents. ![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 The instructions in this section apply only to the [Household Account model](https://help.salesforce.com/s/articleView?id=sfdo.npsp_what_is_an_account_model.htm&release=264.0.0&type=5 "The Household Account model is the default account model for Nonprofit Success Pack, and the account model we strongly recommend."), which is the recommended Account model for NPSP. For information on other Account models, see [Legacy Account Models](https://help.salesforce.com/s/articleView?id=sfdo.npsp_legacy_account_models.htm&release=264.0.0&type=5 "An account model describes the relationship between Accounts, Contacts, and Opportunities. The Household Account Model is the default account model for Nonprofit Success Pack, and the one we strongly recommend. This article contains information about two legacy account models: The 1-to-1 Account Model, and the Individual Account Model."). NPSP automatically uses the Household Account record type to create Accounts when a Contact is created (and the Account Name is left blank). Because NPSP creates Household Accounts automatically, we recommend that you don't include the Household Account record type assignment for all your profiles. That way, users won't accidentally create an empty Household Account when intending to add an Organization Account. Assign the Organization record type and set it as the default: 1. From Setup, in the Quick Find box, enter Profiles, then click **Profiles**. 2. Click the Profile that you want to edit so that it can create Organization accounts. 3. Scroll to the Record Type Settings section, and next to Accounts, click **Edit**. ![The Record Type Settings section on a Profile, with the Edit link next to Accounts highlighted](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/edit_record_type.png) 4. Move Organization to Selected Record Types. 5. Select Organization as the Default Record Type. ![Editing the Account Record Type setting for a profile. Organization is in the Selected Record Types list and is selected as the Default record type.](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/account_rt_org_default.png) 6. Save your changes. Repeat the above steps for every profile that you want to create Organization Accounts. ![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 If your Profiles pages look different from the above example, it's because you're using the Enhanced Profile User Instance. ## Assign Page Layouts Maybe you already carefully tailored your page layouts to the way your users work, making sure the right fields are visible and grouped in a way that makes sense, and that all related information is easily accessible on each record. If so, congratulations! If not, take advantage of the NPSP custom page layouts. We designed them with typical nonprofit users in mind. You can customize them to meet your users' needs. You can assign different page layouts for different profiles. For example, you could assign a Contact layout with fields related to giving totals for your Fund Development team, but a different layout without those fields for the rest of your staff. You can also assign page layouts by record type. For example, you can assign a layout that includes the Number of Household Members field for the Household Account record type, but a different layout for the Organization Account record type. In this example, we’ll assign the Household Layout to the Household Account record type for all Profiles. 1. From Setup, click the Object Manager tab. 2. In the list of objects, click **Account**. 3. Click **Page Layouts**. 4. Click **Page Layout Assignment**. 5. Click **Edit Assignment**. 6. Click the Household Account record type column header to select all profiles under it. 7. In the Page Layout to Use field, select **Household Lightning Layout** or **Household Layout** (depending on how you installed NPSP). 8. Save your changes. Change the Page Layout Assignment for each object as described below: **Account:** **Opportunity:** | Record Type | Page Layout | | --- | --- | | Master | Organization Layout | | Household | Household Lightning Layout or Household Layout | | Organization | Organization Lightning Layout or Household Layout | **Campaign:** | Record Type | Page Layout | | --- | --- | | Master | NPSP Campaign Layout | | Default | NPSP Campaign Layout | | Record Type | Page Layout | | --- | --- | | Master | Donation Layout | | Donation | Donation Layout | | Grant | Grant Layout | | In-Kind Gift | In-Kind Gift Layout | | Major Gift | Major Gift Layout | | Matching Gift | Matching Gift Layout | | Membership | Membership Layout | ![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 Even if you’re happy with the page layouts you’ve already customized, it would be worth a look at the NPSP layouts to see what fields, buttons, related lists, and other features may be useful. For example, many orgs appreciate the Household Mailing List button on the Campaign layout, and the Edit button on the Household Account layout. Spin up a Sandbox and see what the NPSP layouts have to offer. ## Restore the Standard New Button on the Opportunity Related List The New Account Donation button on the Opportunity related list of an Account record doesn't work correctly in Lightning Experience. We recommend that you remove this button and restore the standard New button on the related list. ![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 You only need to complete this configuration task if your org uses the Lightning Experience user interface. 1. From Setup, click the **Object Manager** tab. 2. In the list of objects, click **Account**. 3. Click **Page Layouts**. 4. Click **Organization Layout**. 5. Scroll to the Opportunities related list and click ![Related List Properties icon](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/lex_wrench-icon.png). 6. In the Buttons section, click ![Plus icon](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/lex_plus_icon.png) to expand the section. 7. Under Standard Buttons, select **New**. 8. Under Custom Buttons, move **New Account Donation** from Selected Buttons to Available Buttons. ![Buttons area of related list properties screen, with the standard New button selected and the custom New Account Donation moved to the Available Buttons list](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/new_donation_button_on_related_list.png) 9. Save your changes. ## Override Lead Convert Button Even if your org isn't using Leads at this point, it's worth a few minutes to get the Lead Conversion page set up, so that you'll be ready to go if you decide to use Leads sometime down the road. If you’re not familiar with Leads, see [Why and How to Use Leads](https://help.salesforce.com/s/articleView?id=sfdo.npsp_why_and_how_to_use_leads.htm&release=264.0.0&type=5 "Leads are more temporary than Contacts. Use Leads to record that someone may be interested in interacting with your organization. Once you're confident the person is going to donate, volunteer, or engage with your organization in some way, convert that Lead to a Contact or Account."). The NPSP Lead conversion page lets you define how to map certain fields, and handles properly creating a Household Account under the right circumstances. For more information on how NPSP Lead Conversion works, see [Convert a Lead to a Contact](https://help.salesforce.com/s/articleView?id=sfdo.npsp_convert_a_lead_to_a_contact.htm&release=264.0.0&type=5 "The Nonprofit Success Pack includes a Lead conversion utility that provides specialized functionality to convert a Lead to a Contact."). Before you convert leads, override the Lead Conversion button so that it appears on the Lead conversion page. 1. From Setup, click the **Object Manager** tab. 2. In the list of objects, click **Lead**. 3. Click **Buttons, Links and Actions**. 4. In the Convert row, click ![Show more actions 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/show_more_actions_icon.png), then click **Edit**. 5. Select **Visualforce page**, and choose LD\_LeadConvertOverride \[npsp\_\_LD\_LeadConvertOverride\]. ![Override Properties window, with the LD\_LeadConvertOverride page selected.](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/override_lead_convert_vf_page.png) 6. Save your changes. ## Add or Edit a New Opportunity Button on Contacts You can add new Quick Actions on Contacts that let you create Opportunities directly from the Contact record. If you started using NPSP from a trial instance after November 15, 2016, you should have these buttons on Contacts. - New Donation - New In-Kind Gift - New Major Gift - New Membership If you don't have these buttons, we recommend that you create Quick Actions for each Opportunity record type and add them to your Contact page 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](https://help.salesforce.com/articleview?id=creating_global_actions.htm). 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 ![Delete icon](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/remove_field_minus_icon.png) 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**. ![New Major Gift Action screen showing fields available to display on the popup when the new Action button is clicked: Opportunity Name, Close Date, Stage, Amount, Gift Strategy, and Qualified Date.](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/new_major_gift_ple.png) 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](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 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. ![Adding the New Donation action to the Contact page layout](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/add_action_to_pl.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) 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. ![Field Access for the Primary Contact field. The Visible checkbox is selected for all profiles.](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/create_opp_profile_access.png) ### 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. ## Override Contact Delete Button The NPSP Contact Delete page alerts you if the Contact you're trying to delete is the only member of their Household. If so, you get the option of deleting that Household Account record along with the Contact, so that you don't have orphaned Households cluttering up your org. Override the Contact Delete button, so that the alert and options described above are available. 1. From Setup, click the **Object Manager** tab. 2. In the list of objects, click **Contact**. 3. Click **Buttons, Links and Actions**. 4. In the Delete row, click ![More actions 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/show_more_actions_icon.png), then click **Edit**. 5. Select **Visualforce page** and choose CON\_DeleteContactOverride \[npsp\_\_CON\_DeleteContactOverride\]. ![Overriding the Contact Delete button with a Visualforce page](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/override_contact_button.png) 6. Save your changes. ## Enable the Manage Household Button If you don't see the Manage Household button on your Household Account page, enable the button in Salesforce Setup. ![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 The Manage Household button is available only if you're using the [Household Account model](https://help.salesforce.com/s/articleView?id=sfdo.npsp_what_is_an_account_model.htm&release=264.0.0&type=5 "The Household Account model is the default account model for Nonprofit Success Pack, and the account model we strongly recommend."). If you're not sure which Account model is configured in your org, see [Which Account Model Am I Using?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_which_account_model_am_i_using.htm&release=264.0.0&type=5 "This article explains how to identify your Account Model, and which fields to analyze when troubleshooting Household Account record issues.") To enable the button in Lightning Experience: 1. Click ![Setup](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. Click the **Object Manager**tab and click **Account** from the list of objects. 3. Click **Page Layouts** **.** 4. Click **Household Layout**. 5. Select **Mobile & Lightning Actions** from the palette. 6. Drag the **Manage Household** button from the palette to the “Mobile and Lightning Experience Actions” area of the Account Detail section. ![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 The buttons you see in your org's Mobile and Lightning Experience Actions area may vary from what's shown here. ![Page Layout editor with Manage Household button being added to Mobile and Lightning Actions area](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/manage_hh_button_add_to_page_layout.png) 7. Click **Save**. To enable the Manage Households button for Salesforce Classic: 1. On the **Manage Household** page layout for Account, select **Buttons** from the palette. 2. Drag the **Manage Household** button from the list of buttons to the Custom Buttons area. ![Page Layout editor with Manage Household button being added from Buttons list to Custom Buttons area.](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/manage_hh_button_custom_button.png) 3. Click **Save**. ## Create Opportunity Contact Roles Opportunity Contact Role records link a person (Contact) to a donation (Opportunity), and show what role the person played in getting you the donation. Some typical roles are Donor, Soft Credit, Household Member, and Solicitor, but you can create whatever roles make sense for your organization. 1. From Setup, in the Quick Find box, enter Contact Roles, then click **Contact Roles on Opportunities**. ![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 Double check the Inactive Values list to ensure that these values don’t already exist in your org. If you find one, simply click **Activate**. 2. Click **New**. 3. Enter the following Roles if they aren't already listed: - Donor - Household Member - Soft Credit - Matched Donor - Honoree - Notification Recipient - Grant Manager - Decision Maker - Influencer - Solicitor - Workplace Giving - Other 4. Save your changes. ## Configure Relationship Reciprocal Settings With NPSP, you can create Relationship records that show a connection between any two people. For example, you can track parent/child relationships, sibling relationships, mentor/mentee relationships, and more. For a detailed explanation of all the Relationship Settings, read [Manage Relationship Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_manage_relationships_settings.htm&release=264.0.0&type=5 "This administrator-level document explains Relationships settings and how they affect Relationship behavior."). ### 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 (![App Launcher 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/app_launcher_icon.png)). 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). ![Defining a new relationship reciprocal setting where the Name value is Parent, and the Neutral value is Child.](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/new_rel_recip_setting.png) 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. | **NAME** | **MALE** | **FEMALE** | **NEUTRAL** | | --- | --- | --- | --- | | Aunt | Nephew | Niece | Sibling's Child | | Child | Father | Mother | Parent | | Cousin | Cousin | Cousin | Cousin | | Daughter | Father | Mother | Parent | | Employee | Employer | Employer | Employer | | Employer | Employee | Employee | Employee | | Father | Son | Daughter | Child | | Grandchild | Grandfather | Grandmother | Grandparent | | Granddaughter | Grandfather | Grandmother | Grandparent | | Grandfather | Grandson | Granddaughter | Grandchild | | Grandmother | Grandson | Granddaughter | Grandchild | | Grandparent | Grandson | Granddaughter | Grandchild | | Grandson | Grandfather | Grandmother | Grandparent | | Husband | Husband | Wife | Spouse | | Mother | Son | Daughter | Child | | Parent | Son | Daughter | Child | | Partner | Partner | Partner | Partner | | Son | Father | Mother | Parent | | Spouse | Spouse | Spouse | Spouse | | Uncle | Nephew | Niece | Sibling's Child | | Wife | Husband | Wife | Spouse | ### (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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_required_config.htm&release=264.0.0&type=5 "If you installed Nonprofit Success Pack (NPSP) from the installer, perform these configuration steps to make NPSP function as intended.") 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_manage_relationships_settings.htm&release=264.0.0&type=5 "This administrator-level document explains Relationships settings and how they affect Relationship behavior."). ## Activate Workflow Rules NPSP comes with a handful of useful workflow rules to manage emails and phone numbers, and to automatically send acknowledgment emails. The workflow rules are inactive by default. ![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 Before you activate the Opportunity Email Acknowledgment rule, it's a good idea to configure your email template and follow the other steps in [Set Up Email Acknowledgments](https://help.salesforce.com/s/articleView?id=sfdo.npsp_acknowledge_donations.htm&release=264.0.0&type=5 "Configure Salesforce to send donation acknowledgment emails automatically when you enter gifts in NPSP."). This will ensure you have a chance to craft personal content and add your organization's logo before those emails get sent out! 1. From Setup, in the Quick Find box, enter Workflow Rules, then click **Workflow Rules**. 2. Click **Activate** next to each rule. We recommend activating all except `Contact.Preferred_Phone__c WithHousehold` .