Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Assigning New Record Types to Profiles

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP • 4m 8s

Up Next in Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP

  • Editing Account Page Layouts

    In this lecture, we work through editing the Household Account Page Layout to add new Quick Actions and a Related List for Addresses.

    To edit the Household Account page layout:

    In Salesforce Setup, click the Object Manager tab, then click Account | Page Layouts. Edit the Household Layout and ad...

  • Assigning Page Layouts

    Nonprofit Success Pack installs with one Page Layout for Contact, two page layouts for Account (Household and Organization) and two page layouts for Opportunity (Donation and Membership). In this lecture we change the page layout assignments for the Account and Opportunity Record Types.

  • Account Models and Updates to NPSP

    The Nonprofit Success Pack supports three different account models:

    Household Account Model

    1-to-1 Account Model

    Individual (‘Bucket’) Account Model

    For NPSP 3.0 and later, the Household Account model is the preferred account model. In this lecture, I show you how to change the Account Model ...