Where do I find opportunity names in NPSP?
In the Nonprofit Success Pack, click the NPSP Settings tab, and then click Donations | Opportunity Names. If you don’t see the NPSP Settings tab in your org, you can find it in the App Launcher. On the Opportunity Names page, click New Opportunity Name.
How to filter related orders by record type?
Order is having two record types – say A and B. In the Opportunity detail page, my requirement is to show only related orders having record type A. I am not able to add filter based on order record type in Opportunity page layout. Any help is highly appreciated. Thanks. There’s three options available that I know of.
When does a product become a HSNO approved substance?
Once we’ve been notified, the product can be assigned to the group standard and it becomes a HSNO approved substance under that group standard. You do not need to wait for the EPA to respond to you. Most, but not all, group standards contain this notification requirement for new chemicals.
How to create a donation name in NPSP?
You can create custom names for any kind of Opportunity—donations, matching donations, grants, and so on. In the Nonprofit Success Pack, click the NPSP Settings tab, and then click Donations | Opportunity Names. If you don’t see the NPSP Settings tab in your org, you can find it in the App Launcher.
How are Salesforce objects used in 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.
How to implement the nonprofit success pack ( NPSP )?
Learn the basics for implementing Nonprofit Success Pack. Build a solid foundation for managing NPSP at your nonprofit. Set up a Trailhead Playground and practice downloading Nonprofit Success Pack. Set up accounts and contacts in NPSP.