Npsp Opportunity Record Types

If the opportunity contact role is Household Member and the contact is a minor in our example the contact is under the age of 19. Role Solicitor. If you dont see the tab find it in the App Launcher. Control or Command click to select more than one record type. Last Modified May 17 2021. Create a new picklist field on Opportunity. Many organizations choose Salesforce and NPSP for the analytics that can be garnered by having all the data under one platform.

On the Contact Record click New Donation.

Choose Picklist Values for a Record Type. You can either go to the Opportunity tab and click the New button or use the New Donation button on the Contact record. Household accounts are for yep you guessed it households. Donor this is a Hard Credit Role by default Honoree. Create these Opportunity record types to track different kinds of Opportunities. There are two methods to enter a donation in NPSP.

Required Configuration

Npsp opportunity record types. NMH wants to capture both of these contacts and their different contributions on the opportunity record because both Candace and Robert had a role to play in securing the donation see what we did there. Will use the Salesforce Users default Opportunity Record Type if left empty. After saving you can customize picklist values.

57 rows Donation Record Type Name. Click the name of the object whose record type you want to update then click Record Types. Click Donations Payments.

Choose Picklist Values for a Record Type. This is an Organizational Opportunity gift is from an organization. Trayvon makes a gift to your organization.

Expand Tree Branch Import Your Data. On the Opportunity Contact Role object. Donor this is a Hard Credit Role by default Honoree.

These record types are important as were able to have our Soapbox service pass event registrations petitions donations and more through Salesforce. Record types let you offer different business processes picklist values and page layouts to different users. You can also exclude specific Opportunity types as specified by the Type picklist Click the NPSP Settings tab.

Not all opportunities are the same though. Last Modified May 17 2021. Since Trayvon has an Affiliation record with the organization NPSP creates the OCR based on the Affiliation record.

Account Name Amount Record Type Close Date and Campaign Name Salesforce 350 Donation 91516 Fall Gala. NPSP adds the ability to create two types of accounts.

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Record types let you offer different business processes picklist values and page layouts to different users.

Record types let you offer different business processes picklist values and page layouts to different users. A household is automatically created when you create a new contact in NPSP which well show you how to do elsewhere see the link for Constituent Data Management with Nonprofit Success Pack in the Resources section below. There is no way to specify custom Account record type in NPSP lead conversion or in standard conversion. Record types let you offer different business processes picklist values and page layouts to different users. The Stage field on an opportunity record describes where you are in the process. Click then click Setup. NPSP with custom record typesHelpful. You can exclude specific Opportunity record types from automatic Payment creation. Click the record type name.

Choose Picklist Values for a Record Type. Well walk you through how to create the Donation record type. Not all opportunities are the same though. Expand Tree Branch Import Your Data. Must match values in corresponding picklist. Will use the Salesforce Users default Opportunity Record Type if left empty. Trayvon makes a gift to your organization.