Customize Labels

Overview

A Custom Label is text that can be accessed by an app, such as Nonprofit Success Pack, for a variety of purposes. NPSP uses Custom Labels for error messages or to set a Stage value for Open Recurring Donations. The advantage of a Custom Label is that the text can be translated into any language that Salesforce supports, even English.

The NPSP packages also contain custom field labels that you may need to edit to make them fit in your organization.

Note If you edit NPSP labels, they won't match what is documented for NPSP.

Although you can't directly edit custom labels, you can work around this using the Translation Workbench. The Translation Workbench is a tool that you can use to enable different languages. By enabling “English” as a language in the Translation Workbench, you can then “translate” custom labels into English and use those translated versions in place of the out-of-box labels.

Setup—Before You Begin

Before you can translate your custom labels or override labels in NPSP packages, you need to enable the Translation Workbench.

1. Click , then click Setup.
2. From Setup, enter Translation in the Quick Find box, then select Translation Language Settings.
3. Click Enable.

Now that the Workbench is enabled, activate the English language so that you can customize your NPSP labels.

1. Click Edit next to English.
2. Check the Active box.
3. Select the users that will customize the labels and move them to the Selected List.
4. Click Save.

Edit Code Custom Labels

Text found in NPSP custom interfaces, such as NPSP Settings and Manage Household, are stored in Custom Labels.

This is different than the labels on field names, which we'll cover next. There are also Custom Labels which control how NPSP functions. For example, you may want to change the out-of-box Stage for open Recurring Donations from Pledged to Not Received.

1. Click , then click Setup.
2. From Setup, enter Custom Labels in the Quick Find box, then select Custom Labels under the User Interface menu.
3. Find the label you want to change and click on the Label Name.
4. Click New Local Translations/Overrides.
5. Select English from the Language menu and enter the label you want to use.
6. Click Save.

Go to the page that contains the custom label and confirm that your translated value shows up. You may need to refresh the page to see your updates. For our example, we'll go to the Opportunity to see the updated Stage for the Recurring Donation.

Edit Standard Labels and Objects

You can edit most standard tab, field, and object labels to make them better fit in your organization.

1. Click , then click Setup.
2. From Setup, enter Rename Tab, then select Rename Tabs and Labels.
3. Click Edit next to the object.
4. Leave the object name labels as they are and click Next.
5. Update the field labels, then click Save.

For more information on renaming standard tabs and labels, see Rename Object, Tab, and Field Labels in Salesforce Help.

Override NPSP Field Labels

NPSP comes with many custom fields, button, and related lists. You may need to edit the labels for these items to meet your needs. For example, you may want to change the Alternate Email field on the Contact to Other Email.

1. Locate the package where the field originated.
   1. Click , then click Setup.
   2. Click the Object Manager tab.
   3. Click on the name of the object that includes the field. For example, if you were looking for the Alternate Email field, you would click Contact.
   4. Click Fields & Relationships.
   5. Find the field and click on the Field Label.
   6. In the Package Information section, you'll see the Installed Package name.
2. From Setup, enter Override in the Quick Find box, then select Override under the Translation Workbench menu.
3. Choose the Package that contains your field. (If you don't have this, refer back to step 1.)
4. Select English as the language.
5. Select Custom Field for the Setup Component.
   

   Note You will most likely be changing field labels, but there are other components you may want to rename, such as buttons and links.
6. Select the appropriate object. This is the object where you see the field.
7. Select Field Label for the Aspect. Note that you can also edit Related List labels.
8. Find the field whose label you want to edit and double-click the Field Label Override field.
9. Enter a new label and click Save.

When you view the appropriate record, you'll see the new label.