Go to Setup | Customize | Home | Home Page Layouts Click the New button and select a layout you'd like to model the new one from. Give the new layout a name.
Full Answer
How do I customize my Salesforce Org?
There are essentially three ways to customize your Salesforce org: do it yourself with custom objects, fields, picklist values, and more; install ready-made apps from the Salesforce AppExchange; and find a consulting partner to help you create what you need. In reality, you might use a combination of all three to achieve your goals.
How do I create a support page in Salesforce Lightning app?
From Setup, enter Lightning App in the Quick Find box and select Lightning App Builder. Click New. Select Home Page, then Next. Assign the label Support Home Page, then click Next. Click the Standard Home Page template. Click Finish. Display the five most recent cases.
Is nonprofit success pack (NPSP) right for your organization?
While Nonprofit Success Pack (NPSP) is designed to work well for most nonprofit and fundraising needs after just a few configurations, you may have to add a few things to make it work best for your organization.
How many fundraising and constituent reports does NPSP come with?
As we mentioned, NPSP comes with more than 60 fundraising and constituent reports designed to help you answer some (though not all) of the burning questions you want your data to answer. If you can’t use an existing report or customize a standard report, you can create a new one.
Why Should Nonprofits Use Salesforce?
In essence, Salesforce does feature a plethora of enticing aspects, which can be beneficial for non-profit organizations. However, there is yet another thing about Salesforce that attracts them as well – the free quotient.
Salesforce Nonprofit Success Pack
As of now, you have probably gotten an idea about the benefits of using Salesforce for nonprofit organizations. So, let’s talk a little bit about the NPSP or Nonprofit Success Pack, which is provided by the CRM solution.
Best Customizations for the NPSP Pack of Salesforce
The nonprofit pack of Salesforce is highly customizable. Hence, you can configure it properly. But do you know how to make the most out of it? Well, if you don’t, then make sure to check out the following pointers for a better grasp on this aspect.
What are the Benefits of Customizing in NPSP?
As mentioned previously, the pre-configured version of NPSP is, indeed, one of the best things about it. However, that’s not the only way in which it can help you to make your nonprofit organization become more efficient in the market. There’s a lot more to it.
Conclusion
The working procedure of nonprofit organizations can be quite intricate and challenging, to say the least. You will have to keep track of every aspect accurately. Hence, to make your job easier and reduce the occurrence of problems, choose the Salesforce Nonprofit pack.
How many reports does NPSP have?
As we mentioned, NPSP comes with more than 60 fundraising and constituent reports designed to help you answer some (though not all) of the burning questions you want your data to answer. If you can’t use an existing report or customize a standard report, you can create a new one.
What is NMH in Salesforce?
The staff at No More Homelessness (NMH) is excited to learn from the data they’ve been collecting in Salesforce. They have a lot of questions about their programs and fundraising efforts, and they’re eager to gain insight into what’s working and what’s not. With Nonprofit Success Pack (NPSP) reports and dashboards, you can compare, evaluate, dissect, and categorize data to answer questions like:
How to customize Salesforce?
There are essentially three ways to customize your Salesforce org: do it yourself with custom objects, fields, picklist values, and more; install ready-made apps from the Salesforce AppExchange; and find a consulting partner to help you create what you need.
What is NPSP in fundraising?
While Nonprofit Success Pack (NPSP) is designed to work well for most nonprofit and fundraising needs after just a few configurations, you may have to add a few things to make it work best for your organization. You might want to create custom home pages for different departments in your organization, for example, so that the Development team can focus on fundraising and your Program team can focus on delivering your mission.
How does Salesforce dashboard work?
Salesforce sets up the security settings for dashboards in a couple of different ways. An admin or dashboard creator can determine whether staff accessing a dashboard will see the same data or if the data displayed will be dynamic. That is, each user will only see data they are allowed to view, according to their security settings. This frees up the need to create separate dashboards for each user.
How to create a dashboard in NMH?
1. From the Dashboards landing page, click New Dashboard. 2. Name the new dashboard. Anthony calls his the “NMH Programs Dashboard,” adds a description, and keeps it in his Private Dashboards Folder. Click Create. 3. Whoa! The page is now a grid.
What is dashboard creator?
An admin or dashboard creator can determine whether staff accessing a dashboard will see the same data or if the data displayed will be dynamic. That is, each user will only see data they are allowed to view, according to their security settings. This frees up the need to create separate dashboards for each user.
What is NMH dashboard?
Reports make it easy for the staff at No More Home lessness (NMH) to access and visualize data to make it insightful and actionable . Dashboards take it one step further, by pulling data from multiple reports and displaying it all side-by-side in the same window. At a glance, you can see engagement, staff efficiency, and progress toward annual program and fundraising goals. With dashboards, it’s even easier to understand the story your data is telling about your programs, services, and fundraising efforts.
