When installing Nonprofit Success Pack on top of new Developer edition of Salesforce, you’ll need to perform some additional steps. In this lecture we begin to look at our org now that the Nonprofit Success Pack has been installed and make a few adjustments. Among those adjustments, we set the Enhanced Profile Layout in our org. We also look at some of the new Custom Objects that were installed.
The Nonprofit Success Pack only installs an NPSP Default Sales Process and Record Type. In this lesson, we create a Membership Sales Process.
Now it is time to create a new Membership Opportunity Record Type to correspond with the Membership Sales Process.
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...
