how to make new fields in salesforce npsp

Create the Custom Field on the Contact Object.

• Click Object Manager in the Settings navigation bar.
• Find and select Contact.
• Click Fields & Relationships in the left rail.
• Click New.
• Select Picklist, and click Next.
• Enter these values:
  • In the Field Label, enter Preferred Language.
  • In Values, leave Use global picklist value set selected, then select Preferred Language from the picklist.
  • The Field Name should populate automatically to Preferred_Language.

Full Answer

How to add custom fields to the NPSP data import?

Remember the process: Create the custom fields, create the corresponding staging field on the NPSP Data Import object, then connect the two. That’s what we’ll do in this step.

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 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 I move fields from one page to another in NPSP?

On the NPSP Data Import record in the Object Manager, click Page Layouts. Click Data Import Layout. Scroll down to the Information area and you can see that the new fields were added here by default. We want to move those to the Contact1 Information and Contact2 Information areas.

How do I create a new field in Salesforce?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

How do I create a new field in Salesforce lightning?

From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click New. Tip On custom objects, you can also set field dependencies and field history tracking in this section.

How do I add a field to a Salesforce account?

Create Custom Account FieldsOpen the Account Fields page. ... Click + Add Custom Field.Name the field. ... Select a field type from the dropdown.Don't change the custom field ID. ... Map the field to a Salesforce field name.Choose optional field settings.When finished, click Create custom field to save.

How do you add custom fields to the Lightning record page?

Add Local Name Fields to a Page Layout in Lightning ExperienceFrom Setup, select Object Manager.Select the object with the local name field.Select Page Layout and click the page layout to edit it.Drag the local name field to the record section.Click Save.

How do you create a field?

Create a custom fieldIn Grid view, select Add column > New field.Choose a field Type: Important: A custom field's type cannot be changed after it's created. If a custom field is the wrong type, delete the field, then create it again using the correct type.Enter a Field name, then select Create.

How do I create a field in Apex?

You need to first generate the apex class through Metadata WSDL , then with the help following code you can create field through Apex. MetadataService. CustomField customField = new MetadataService. CustomField();

How do I create an object and field in Salesforce?

Setup ->Build -> Customize ->select object-> Click on field-> Go to the custom field and relationships-> click on new button and create your custom field. Setup->Build->create->object->select object-> Go to custom field and relationship and create your field in custom object.

How do I create a text field in Salesforce?

0:102:46Create New Text Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipAccess and go to setup customize contacts and then fields. I'm going to scroll down on this page andMoreAccess and go to setup customize contacts and then fields. I'm going to scroll down on this page and you can see the top fields that are listed are the salesforce standard fields.

How do I customize a field in Salesforce?

Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.

How do I create a new field in a page layout in Salesforce?

Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. ... Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. ... Above the Task Layout list, click Save.

How do I edit fields in Salesforce lightning?

From the management settings for the field's object, go to Fields. Click Edit next to the field's name. Modify the field attributes. The attributes differ depending on the field type.

How do I add a custom field to a Salesforce report?

Fields Available for ReportsSelect the object on the right window.Click "Add Fields Related Via Lookup".Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.

Creating Custom Fields

As a system administrator, there will likely come a time when you need to create new fields that don't already exist in your instance. This lesson will cover how to create a new field.

Setup

First click on Setup in the drop down menu under your name in the upper right-hand corner of Salesforce.

App Setup

If the object which you want to create a field for is a standard Salesforce object (leads, contacts, accounts/organizations, campaigns, opportunities/donations, etc.) you will go to Customize and click on the object to create a new field. If the field is for a custom object (i.e.

Fields

For Contacts click on Customize, then the arrow by Contacts and then click on fields.

New Field

Then scroll down to the custom fields section and click on New to create a new field.

Type of Field

In the first step you will choose what type you want for the field. The choices are Auto Number, Formula, Roll-Up Summary, Lookup Relationship, Checkbox, Currency, Date, Date/Time, Email, Geolocation, Number, Percent, Phone, Picklist, Picklist (multi-select), Text, Text Area, Text Area (long), Text Area (rich), Text (encrypted or URL.

Field Details

In step 2 you will name the field in the field label and tab to have it fill in Field Name automatically. Then you will enter the values that you wish to have appear in the picklist. Each value should be on a new line. You can optionally add a description (which is only visible on the back end) or help text (which is available to users).

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.

Prepare to Import Standard and Custom Fields

Let’s start with the fields that No More Homelessness (NMH) would like to import to contact records: email opt-out and preferred language.

Create the Custom Field on the Contact Object

First, let’s create the new custom preferred-language field. But before we dive into creating the new field itself, let’s create a new global picklist value set.

Create Corresponding Fields on the NPSP Data Import Object

Now that both the preferred language and email opt-out fields exist on the contact object, we need to create corresponding fields (your staging fields) on the NPSP Data Import object. You’ll have to create these fields for both the NPSP Data Import object’s Contact 1 and Contact 2 if you want to import these fields for both members of a household.

Map the New Fields

After clicking Configure Advanced Mapping, you’ll see a list of Object Groups, which are collections of field mappings that tell NPSP Data Importer what objects (contacts, accounts, etc.) to create or update. There are already object groups for Contact 1 and Contact 2. We’ll edit those now.

Get Ready to Prepare the Data

With the target and staging fields set up and mappings in place, we have everything we need in Salesforce to start importing our data.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

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.

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.

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.

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.

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.

Donations and No More Homelessness

Nonprofit Success Pack (NPSP) helps fundraisers operate more effectively, and that’s something all of the teams — development, program management, and communications and advocacy — at our fictional nonprofit, No More Homelessness (NMH), can appreciate.

Donation Management with NPSP

Remember, in Salesforce, we track all donations and grant information using the standard Salesforce object called an opportunity — for a quick review of how Salesforce objects are used in NPSP, check out the Constituent Data Management with Nonprofit Success Pack module on Trailhead.

Add a Donation From an Individual

Now that we've had an introduction to those key terms, let's get back to basics and enter a donation. Sofia created contact records for all of the new donors on this batch of checks. Now she's ready to enter the gifts they made. There are two ways to enter a donation in NPSP.

Add a Donation From a Company or Other Institution

Creating a donation from a company or other entity is almost identical to creating a donation from an individual. Let’s follow along as Sofia creates a donation from Cloud Kicks:

Opportunity Rollups

Opportunity rollups display information from related records, including aggregate totals. In other words, rollup fields allow information from one record to automatically “roll up” and appear on another related record.

Set up an Email Signature

You may have already found this, with all your adventuring around the menu, but in case you haven’t, you can add an email signature in the Settings options.

Adjust Activity Reminders

Think waaaaaay back to when we first showed Michael’s Home page (or just click over to the Home tab in NPSP to see your own). When there’s something new that needs your attention, you’ll know because a little red bubble appears on the bell icon. (Think of it like a visual ringing.) The number on the circle indicates how many new items you have.

Putting a Face to a Name

Now, the most important personalization: Changing your profile. To add a picture and personal description:

Organize the Navigation Bar

This next customization doesn’t happen within your Settings, but it’s in the same neighborhood. The navigation bar is a series of tabs at the top of the page, just below your profile icon. Each tab is a shortcut to that item. To make life easier (and to work faster), you can customize which objects appear as tabs in the navigation bar.

Quiz

1 When you set up an email signature in Salesforce, where does it appear?

Map Opportunity Fields to Payment Fields

Use Payment Mappings to automatically copy values from Opportunity record fields to Payments, whenever you create a new Payment. You may want to do this so that details from the Opportunity record also appear in the Payment record for easy reference or billing.

Create Missing Payments

If you disable and re-enable Payments, some of your Opportunities may be missing Payment records. You can run a batch process to create the Payment records. For more information, see Create Missing Payments.

Learning Objectives

NPSP Has What You Need!

on Not Reinventing The Wheel

Report Components

Create A New Table Report

Create A New Report grouped by Rows

• 1. From the Reports tab, click New Report. 2. From the Choose Report Type window, select an object to build the report around. Anthony selects Inventories for this one. Click Continue. 3. Click Filtersfrom within the filters menu to refine the data. 4. Refine the existing standard filters. Anthony clicks Show Me, selects All Inventories, and clicks...

See more on trailhead.salesforce.com

Create A New Report grouped by Rows and Columns

Resources

Learning Objectives

Relationships Overview

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...

See more on trailhead.salesforce.com

The Reciprocal Relationships List in Action

Add A New Reciprocal Relationship

Add A New auto-created Relationship

Resources