Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Nonprofit Success Pack Post Install Checklist

Salesforce Bootcamp Part 8 - Nonprofit Cloud Success NPSP • 9m 34s

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

  • Creating a Membership Sales Process

    The Nonprofit Success Pack only installs an NPSP Default Sales Process and Record Type. In this lesson, we create a Membership Sales Process.

  • 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...