Configure NPSP Features

Articles for Salesforce admins about how to configure all of the NPSP features.

• Feature Configuration Overview
  NPSP introduces many new features over time. If you aren't starting from a new Trial, you have to enable or configure those features before you can use them. And as an admin, you have control over what to implement in your org (and when).
• Find Your NPSP Installation Date and Version
  With Nonprofit Success Pack, updates are automatically pushed to your org, but many new features require additional setup. If you installed NPSP prior to the most recent release, you may need to configure the latest features.
• Configure Acknowledge Donations by Email
  Configure Salesforce to send donation acknowledgment emails automatically when you enter gifts in NPSP.
• Configure Duplicate Detection and NPSP Contact Merge
  Set up duplicate detection and contact merge to keep your contacts organized and up-to-date.
• Configure Address Management
  Learn how to configure address management features including address verification, seasonal addresses, and bad address management.
• Configure Automated and Manual Soft Credits
  Find out more about configuring automated and manual soft credits.
• Configure Batch Data Import
  Find out more about configuring batch data import.
• Configure Batch Numbers for Donations
  For audit purposes, use auto-generated batch numbers to track Opportunity and Payment records created in batches.
• Configure Campaigns
  Configure campaigns so that they combine data from different sources and determine the success of the call to action.
• Configure Customizable Rollups
  Configure NPSP versions older than 3.155 for customizable rollups.
• Customizable Rollups Overview
  Rolling up donor data is an essential part of fundraising with the Nonprofit Success Pack. And, since every nonprofit is unique, it is especially important that you're able to roll up exactly the data you need, and to the right records.
• Configure NPSP Data Importer
  Prepare your organization for importing data from spreadsheets by following these NPSP Data Importer set up instructions.
• Configure Donation Allocations
  Find out more about donation allocations.
• Configure Engagement Plans
  Find out more about configuring engagement plans.
• Configure Levels
  Learn about NPSP Levels, how to create new level fields, how to secure and provide access to the Level object and fields, and how to add value to target picklists.
• Configure Gift Entry
  Prepare your NPSP Salesforce org to add or edit donations and related information in one entry form.
• Configure Grants
  Find out more about configuring grants.
• Configure In-Kind Gifts
  Find out more about configuring in-kind gifts.
• Configure Leads
  Configure leads by mapping custom lead fields and setting the default action for creating opportunities from leads.
• Configure Matching Gifts
  Find out more about configuring matching gifts.
• Configure Memberships
  Learn how to manage memberships in NPSP.
• Configure Tribute Gifts
  Make customizations to page layouts and picklists so that NPSP tributes work properly.
• Customize Opportunity (Donation) Names
  Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records.
• Configure Opportunity Payments in NPSP
  Set up and manage Opportunities, Payments, and Refunds in Nonprofit Success Pack.
• Configure Recurring Donations
  Learn how to set security permissions, deploy components, and configure settings to use Recurring Donations in your org.
• Manage Relationships Settings
  This administrator-level document explains Relationships settings and how they affect Relationship behavior.
• Configure the Reports & Dashboards Package
  After you download the NPSP Reports package, configure it to meet your needs.