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Creating a Membership Sales Process

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP • 2m 10s

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

  • Creating a New Membership Opportunity...

    Now it is time to create a new Membership Opportunity Record Type to correspond with the Membership Sales Process.

  • Assigning New Record Types to Profiles

    Nonprofit Success Pack installs with additional Record Types for Account (Household and Organization), but they are not assigned to any profiles upon installation, so they will not be visible to anyone until enabled. We add the Account Record Types of Household and Organization to our System Admi...

  • 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...