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Do you assign household account record type in NPSP?
Because NPSP creates Household Accounts automatically, we recommend that you don’t include the Household Account record type assignment for all your profiles. That way, users won’t accidentally create an empty Household Account when intending to add an Organization Account. Assign the Organization record type and set it as the default:
How to restrict access to record types by profile?
It would be beneficial to have an option to restrict access to Record Types by Profile. For example, with Accounts, if you had record types “Customer”, “Partner”, and “Vendor” — you may not want certain Profiles to see only “Customer” Accounts. Thank you for voting and commenting!
Which is version of NPSP Am I using?
Loading… List of Salesforce.org NPSP documentation. For general Salesforce documentation, visit help.salesforce.com. Which Version of NPSP Am I Using? Are You Ready to Import Data into NPSP?
How to restrict access to record types in Salesforce?
But users on Profile B should only be able to *view* Record Types 2 and 3, and have no create access at all. This is absolutely essential when you have multiple business units sharing the same Salesforce environment. We need a fix for this yesterday!
Where do I enter my donation information in NPSP?
Either edit the page layout you’re using and uncheck the Required box on the Account field, or use the Contact page layout that comes with NPSP. Click , then click Setup. Click Contact. Click Page Layouts. I entered all my Contacts and their donation information, but every night that data disappears.
Why do I get an error when importing data in NPSP?
When I try to import data using the NPSP Data Importer, I get this error “The matching field you chose (Record ID) is not mapped and is required for an Update and Insert operation.” When importing to the NPSP Data Import object, you must insert the records.