- Click the gear icon ( ), then click Setup.
- Click the Object Manager tab.
- From the list of objects, select Relationship.
- Click Fields & Relationships.
- Click the field labeled Type.
- Scroll down to the Values list.
Full Answer
What is NPSP relationship in Salesforce?
Relationships Overview Relationships in Nonprofit Success Pack (NPSP) are a custom object that connects two contacts in your Salesforce org. Our (fictional) nonprofit No More Homelessness (NMH) uses relationships to connect friends and family members who are clients, donors, or volunteers.
How do NPSP and Salesforce determine the gender of a contact?
Remember, this is when NPSP and Salesforce try to determine a contact’s gender — based on the Gender field setting or Salutation — then create a reciprocal, gendered relationship (such as Husband or Mother). If no gender is specified, Salesforce uses a gender-neutral value (like Spouse or Parent).
How does NPSP handle auto-created relationships between contacts?
By default, when an auto-created relationship is triggered, and a relationship between those contacts of the same Type already exists, NPSP won’t create a new, duplicate relationship.
How do I configure relationships in NPSP?
NPSP comes with 24 preconfigured relationships, all managed in the Relationship object in Salesforce Setup, not NPSP Settings. To review the existing relationship types: Click the gear icon ( ), then click Setup. Click the Object Manager tab. From the list of objects, select Relationship. Click Fields & Relationships. Click the field labeled Type.
What account type is automatically created when you add a new contact in Npsp?
NPSP handles Household Account creation for you automatically, so there's no need for you to create Household Accounts yourself. When you create a new Contact, NPSP automatically creates a new Household Account for that Contact, as long as you leave the Account Name field blank.
What is household account in Npsp?
What's in a Name? Household accounts in Nonprofit Success Pack (NPSP) record groups of contacts who live at the same address, such as a family. These records are a powerful way to track constituents' relationships to each other and give you a handy tool for direct marketing.
What is included in Npsp Salesforce?
Top Features of Salesforce NPSPConstituent / Donor Management. At the core of most Nonprofits are their Constituent & Donors. ... Donation and Grant Management. As a Non Profit you would like to be on top of Donation and Grants. ... Engagement Management. ... Volunteer Management. ... Campaign Management. ... Analytics. ... Mobile.
How do I use Npsp?
Discover NPSP Data ImporterUse NPSP Data Importer template to format data for import.Create NPSP Data Import object records from an import.Conduct an import dry run and correct errors.Process NPSP Data Import object records to create contacts, accounts, and donation opportunities.
How do I create a household account in Salesforce?
Create a Household AccountIn Salesforce Classic, click Create Household below the patient's name. ... Define a new Account Contact Relationship. ... Select the Household account record type, and click Next.For Account Name, enter the name of the household.Enter the rest of the information that your organization uses.More items...
What is household account?
Household accounts presents data on disposable income, spending, savings, debt and financial assets of households.
Is Npsp the same as nonprofit Cloud?
One of the most popular of these apps, Nonprofit Success Pack (NPSP), is the foundation of Nonprofit Cloud. NPSP provides a common data model that supports the entire constituent journey, including donation management, seasonal address management, campaign management, and pre-configured reports and dashboards.
How do I use Npsp in Salesforce?
2:2551:51Get Started: Salesforce Fundamentals for Nonprofits #1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead andMoreOnce you're ready to get going in salesforce. So our agenda for today. We're going to go ahead and talk about what is salesforce. Do an introduction to how sales sources work with nonprofits.
Is Npsp a managed package?
The Nonprofit Success Pack NPSP (formerly known as "Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce.org and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes.
How do I import donations into Salesforce?
Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
How many nonprofits use Salesforce?
40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.
What is NPSP in Salesforce?
Relationships in Nonprofit Success Pack (NPSP) are a custom object that connects two contacts in your Salesforce org. Our (fictional) nonprofit No More Homelessness (NMH) uses relationships to connect friends and family members who are clients, donors, or volunteers. On a contact record, the Relationships related list may show other contacts and their relationship to the current contact, like Son or Wife or Child.
How to find NPSP relationship settings?
To navigate to relationships settings for NPSP, click NPSP Settings in the navigation bar, or find and select it through the App Launcher ( ), click Relationships, then click Relationships from within the expanded menu to see all the settings.
What is Gorav's contact lookup field?
Before Gorav can add a new auto-created relationship, he creates a custom contact lookup field on the Contact object called Mentee. He also updates the picklist values on the Relationship object Type field and adds a new reciprocal relationship in NPSP Settings for Mentor and Mentee.
How to review NPSP?
To review the existing relationship types: Click the gear icon ( ), then click Setup. Click the Object Manager tab. From the list of objects, select Relationship. Click Fields & Relationships.
What is autocreated relationship?
Auto-created relationships allow a custom contact lookup field on the contact or campaign member objects to automatically trigger the creation of a new relationship type of your choice. Use the relationships autocreation setting to automatically establish a new relationship between these two contacts.
Does Salesforce have a gender neutral value?
If Salesforce can’t determine a contact’s gender based on either method , it assigns a gender-neutral value such as Parent or Spouse. Value Inversion, which doesn’t rely on a gender field. Instead, you create picklist values on the relationship object's Type field for both Mother-Daughter and Daughter-Mother.
NPSP Has What You Need!
So we just learned that NPSP has some powerful out-of-the-box reporting functionality.
On Not Reinventing the Wheel
When Anthony needs to answer some questions using data, his instinct is to first look for existing reports before doing anything else—and that’s a wise move. As we learned earlier, Nonprofit Success Pack (NPSP) comes with more than 60 fundraising and constituent reports.
Report Components
These are the building blocks of all reports so it’s critical to understand how they shape your data before you get to the business of creating reports.
Create a New Table Report (Tabular Report)
The grocery stores that partner with NMH have recently gone above and beyond their standard donations and have contributed additional resources to the food pantry during a period of unexpected need, and Anthony wants to send personal thank-you notes for their support.
Create a New Report Grouped by Rows and Columns (Matrix Report)
Anthony knows his way around reports so well now that he already knows he can find this data for Gordon. He’s going to create a new report grouped by rows and columns (a matrix report), because it’s the best report type for an overview of a data set, just like the one Gordon needs.
Who is the first contact on NMH household account?
This isn’t a bulk admin setting, but changed on each household account record. For example, Roberto Alvarez is the first contact on the household account record at NMH, but his wife Lucy is a more important contact to the nonprofit.
Does NPSP update household name?
Some actions on an existing household account will trigger an automatic update of a household name, formal greeting, and informal greeting. For example, if you update the value of a contact field that's included in the household naming formula, NPSP automatically updates the household name.
What is NPSP membership?
Memberships in NPSP represent an individual or household giving a donation to join a group or organization, much like a subscription. It is up to the organization to decide the length and level of membership based on the donation amount.
What is NPSP rollup?
The rollup collects donation information from related Membership Opportunities and aggregates it on a Household Account or Contact. For example, if a Contact has two Memberships with two different groups, the Contact would have two Opportunities showing the amount donated to become a member (let's say $100 each). Those two amounts would be added together and appear in the Membership Information section on the Contact record.
Can you have a membership without an opportunity?
Memberships can't exist on an Account or Contact without an Opportunity, as any membership-related data on the Account or Contact is driven by that Opportunity. Any manual update to the Membership fields on a Contact or Account are overwritten by the nightly automated process.
Learning Objectives
Relationships Overview
- Relationships in Nonprofit Success Pack (NPSP) are a custom object that connects two contacts in your Salesforce org. Our (fictional) nonprofit No More Homelessness (NMH) uses relationships to connect friends and family members who are clients, donors, or volunteers. On a contact record, the Relationships related list may show other contacts and their relationship to the curre…
NPSP Relationship Settings
- To navigate to relationships settings for NPSP, click NPSP Settings in the navigation bar, or find and select it through the App Launcher (), click Relationships, then click Relationships from within the expanded menu to see all the settings. Let’s check out the four settings that control how relationships behave in NPSP. Reciprocal Method (1) dete...
The Reciprocal Relationships List in Action
- If you choose List Settings for the Reciprocal Method (the default), then the reciprocal relationships list determines reciprocal relationships. Remember, this is when NPSP and Salesforce try to determine a contact’s gender — based on the Gender field setting or Salutation — then create a reciprocal, gendered relationship (such as Husband or Mother). If no gender is spe…
Add A New Reciprocal Relationship
- The Development department at NMH requests a way to track the deceased spouse of a donor on the contact record in NPSP, a common need for many nonprofits. Gorav Patel, the Salesforce Admin at our (fictional) nonprofit NMH, gets to work creating the reciprocal relationship his team needs. Let’s follow along. First, Gorav needs to update the relationship type picklist field to add t…
Add A New auto-created Relationship
- Auto-created relationships allow a custom contact lookup field on the contact or campaign member objects to automatically trigger the creation of a new relationship type of your choice. Use the relationships autocreation setting to automatically establish a new relationship between these two contacts. NMH operates a career counseling program that includes a mentorship co…
Resources
- Documentation: Manage Relationships Settings
- Documentation: Customize Gender Picklist Values for Relationships
- NPSP How-To Video: Add New Relationship Types
- Salesforce.org Blog: 6 Ways to Put Equality in Your CRM