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.
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 I create a relationship between two contacts in NPSP?
To create a relationship between two contacts within NPSP: 1. Click the Contacts tab in the navigation bar and search or browse to find a contact record. Click that person’s record. 2. Click Related. 3. Find the Relationships section. Click New. 4. In the New Relationship dialog box, select a Related Contact.
What is a non profit relationship 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.
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).
What does it mean for a relationship to be reciprocal in nonprofit success pack?
For example, if you create a relationship from a male's Contact record with Type “Son,” the NPSP automatically creates a reciprocal relationship of “Father” on the son's record. Most people leave the List Setting as the default and don't change it.
How do I add a relationship type in Salesforce?
Add a New Reciprocal RelationshipClick the gear icon ( ... Click the Object Manager tab.From the list of objects, find and select Relationship.Click Fields & Relationships.In the list of fields, click Type. ... Under Values, click New.Type the new values into the text box, placing each on separate lines. ... Click Save.
How many relationship types are in Salesforce and what are they?
There are two main types of object relationships: lookup and master-detail.
What is included in Npsp Salesforce?
Salesforce NPSP FeaturesDonor Management. NPSP builds upon the Salesforce data model, giving you the ability to create in-depth supporter profiles and full 360 views of your supporters. ... Volunteer Management. ... Grant Management. ... Campaign Management. ... Program Management. ... Reporting and Analytics.
What are Salesforce relationships?
An object relationship in Salesforce is a two-way association between two objects. Relationships are created by creating custom relationship fields on an object. This is done so that when users view records, they can also see and access related data.
How do you create a relationship between two objects in Salesforce?
Create a Lookup RelationshipFrom Setup, go to Object Manager | Favorite.On the sidebar, click Fields & Relationships.Click New.Choose Lookup Relationship and click Next.For Related To, choose Contact. ... Click Next.For Field Name, enter Contact, then click Next.Click Next, Next, and Save.
Why are relationships important in Salesforce?
Users often establish object relationships to display relevant data about relating Salesforce objects and their records on the detail page of a specific record. Generally, these relationships are created to ascertain specific values and avoid the repetition of data within the system.
How many relationships can we create on an object in Salesforce?
Each custom object can have up to two master-detail relationships and up to 40 total relationships. The Related To entry can't be changed after you save the relationship. A profile or a permission set can have an entity, such as Account, with a master-detail relationship.
What are different types of relationship available in Salesforce?
The 6 Types of Relationships in SalesforceLookup Relationships. A Lookup is a loosely coupled relationship, allowing you to connect one object to another in a one-to-many fashion. ... Master-Detail Relationship. ... Many-to-Many Relationships. ... Self Relationship. ... External Relationships. ... Hierarchical Relationships. ... Summary.
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.
What is Npsp cloud in Salesforce?
Salesforce NPSP is an open and flexible solution for users to manage donors, campaigns, volunteers, programs, grants, and more – all in one place to get a 360-degree view of their org. It is completely free for nonprofits for up to 10 users. It can be customized and configured as per specific needs.
Is Salesforce Npsp free?
The Power of Us Program includes 10 free subscriptions of Sales & Service Cloud Enterprise Edition for all eligible 501(c)(3) nonprofit organizations.
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.
What are the relationships settings in a non profit?
There are three main areas to the settings: General Relationships Settings. Reciprocal Relationships Settings. Relationships Autocreation Settings. This document walks you through each of the major areas.
How to create a reciprocal relationship?
Create the Reciprocal Relationship in Reciprocal Relationships Settings. Back at the Relationship Settings tab, under Reciprocal Relationship Settings, click New Reciprocal Relationship. Fill out the text boxes and click Create Reciprocal Relationship.
What happens if you delete a relationship from reciprocal?
If you delete a Relationship from Reciprocal Relationship Settings, you'll also need to delete the picklist value from the Type field on the Relationship object. Otherwise, users will still be able to select the Relationship Type on a record.
How to update a relationship type?
Before you can create a new Relationship Type, you must first add the value (s) to the Relationship object's picklist field. Click , then click Setup. Click the Object Manager tab. From the list of objects, select Relationship. Click Fields & Relationships.
What is an 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. For example, you might have a “Referred by” lookup field on the Campaign Member object to represent when a person new to your organization was brought to an event by an existing constituent. Use the Relationships Autocreation setting to have a new relationship automatically established between these two contacts.
Does value inversion use reciprocal settings?
Value Inversion does not use any of the values in Relationship Reciprocal Settings. Instead, you only need to create picklist values on the Relationship object's Type field for both “Mother-Daughter” and “Daughter-Mother,” as in the above example.
What is Salesforce for non profit?
Salesforce is one of the most powerful CRM tools that any non-profit can use to be more successful. Currently 30,000+ non-profit organizations are using it and 89% of them say Salesforce has helped improve their ability to achieve their mission. NPOs notice that Salesforce helps them establish and grow donor relationships as well as manage ...
What are standard Salesforce objects?
These are the standard Salesforce objects that are used by the nonprofit success pack – contacts, accounts, opportunities, activities, campaigns and leads. By standard we mean that these objects are included in every instance in Salesforce worldwide.
What is activity in salesforce?
Activities – they are used to keep track of any communication or action such as meetings, tasks, phone calls, or emails. Each of these could be stored in SalesForce as activities and related to leads, contacts, accounts, campaigns and opportunities.
What is a contact in a non profit?
She can be a donor, a volunteer, a participant, a board member, an employee or any combination of those things . In a non-profit we typically want to be able to track donations from both individuals and organizations.
What is primary affiliation?
The primary affiliation is usually where someone works. You can see that in this example. The program officer can donate personally to the non-profit organization through his household and also his foundation can provide a grant. Finally, in the right most example, we have an employee at a corporate sponsor.
Who are the two contacts in the Smith household?
Here’s a basic example of a family that lives in a single household and has made a donation. The two contacts in the household are John Smith and Jane Smith. They both belong to the Smith household account. Jane has made $100 donation to our non-profit which is stored in the opportunity object.
Can you use Salesforce to track people?
You can also use it to track relationships between people and households. This means that with the power of Salesforce you can connect information between people, organizations and households. This allows you to raise donations more effectively and manage your non-profit more successfully.
What is a relationship in a nonprofit success pack?
Relationships in the Nonprofit Success Pack connect one Contact to another. (This is different from Affiliations, which connect Contacts with Organizations.) When you create these connections, you can also define the type of relationship (Friend, Family, Mother, Daughter, and so on), and the relationship status (Current, Former).
What is reciprocal relationship?
Reciprocal Relationships ensure that relationship types are accurate, no matter where you're viewing them from. Relationship behavior in the Nonprofit Success Pack is controlled by your Relationships Settings. To learn more about these settings and the adjustments you can make, see Manage Relationships Settings.
What is a relationship viewer?
The Relationships Viewer provides a visual representation of how your Contacts are connected. By default the Relationships Viewer shows connections for a single Contact, but you can show second- and third-level relationships as well.
How to edit a relationship in Outlook?
To modify an existing Relationship: 1 Navigate to the Contact record whose Relationship you want to edit. 2 Click the Related tab, and scroll to the Relationships related list. 3 In the row for the Relationship you want to update, click , then select Edit. 4 When you're finished editing, click Save.
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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