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Editing Account Page Layouts

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP • 6m 11s

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

  • 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 ...

  • Overriding the Lead Conversion Button

    In this lecture, we review the lead conversion process in the NPSP. We then override the standard Lead Conversion page with a Visualforce page that came with the NPSP. We also discuss how to change versions of a Visualforce page as well as how to set security on one for individual profiles.