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).

Note Watch the Nonprofit Salesforce How-To Series video: Enable new NPSP Features.

• Alphabetical List of Features
  Review a list of the NPSP features in alphabetical order and learn when each were added. If your org was created before the feature's release data, you need to configure the feature before using it.
• Features by Release Date
  Review a list of the NPSP features and learn when each were added. If your org was created before the feature's release data, you need to configure the feature before using it.

Alphabetical List of Features

Review a list of the NPSP features in alphabetical order and learn when each were added. If your org was created before the feature's release data, you need to configure the feature before using it.

Important This article lists NPSP features that require configuration by a system administrator. It is not a comprehensive list of all features available in NPSP.

Feature Name	Description	Version	Release Date
Acknowledge Donations by Email	Email acknowledgment letters to donors, either in a batch, or as one-offs for individual gifts.	3.46	7/9/2015
Address Management	Record and keep a history of different types of addresses for Accounts, such as home, work, and seasonal addresses.	Prior to 3.0	NA
Advanced Mapping	Import to fields on standard objects, Nonprofit Success Pack objects, your own custom objects, or even objects from a managed package as long as they're directly related to Accounts, Contacts, or Opportunities.	3.161	9/4/2019
Automated and Manual Soft Credits	Configure NPSP to automatically assign soft credit Opportunity Contact Roles based on Relationships, Affiliations, and Opportunity fields.	3.63	2/3/2016
Batch Data Import	Use advanced import strategies to import data in batches.	3.108	9/14/2017
Customizable Rollups	Create highly customized rollups that roll up either data from Opportunities, Payments, or Soft Credits (including Partial Soft Credits).	3.155	5/15/2019
Data Importer	Import your data into NPSP.	3-1.20	10/1/2014
Donation Allocations	Define as many General Accounting Units (GAUs) as you need to match your chart of accounts. Enter and track donations as parts of a GAU — either as a percentage of the donation amount, or as a specific dollar amount.	3.24	11/17/2014
Engagement Plans	Create a set of tasks (literally a “plan”) that helps you engage with your constituents. Use Engagement Plans for major gifts, volunteer management, grant-making, client management, and sponsor management.	3.81	9/14/2016
Gift Entry	Create consistent form templates that you can use to enter gifts into NPSP, either individually or in batches.	3.171	3/4/2020
Grants	Manage incoming grant deadlines, applications, deliverables, reporting, and more.	3.41	6/9/2015
Household Naming	When you create a new Contact in Salesforce, NPSP creates a new Household Account record and automatically names it based on the naming convention you choose.	Prior to 3.0	NA
In-Kind Gifts	Track In-Kind Gifts to your organization such as computers, food, clothing, equipment, or professional expertise. Keep In-Kind Gifts separate from cash donations for accurate reporting.	3.66	3/2/2016
Levels	Track your constituents' level of commitment and engagement based on criteria such as total gifts or number of hours volunteered.	3.81	9/14/2016
Matching Gifts	Track a donation that a corporation made as a match for a donation from one of their employees.	3.63	2/3/2016
Memberships	Memberships in NPSP represent an individual or household giving a donation to join a group or organization, much like a subscription. Decide the length and level of membership based on the donation amount.	Prior to 3.0	NA
Recurring Donations (Enhanced)	Tracks gifts that donors have pledged over a period of time.	3.175	4/29/2020
Recurring Donations (Legacy)	Track gifts that donors have pledged over a period of time.	Prior to 3.0	NA
Reports & Dashboards Package	Community-contributed reports and dashboards covering donors and their giving history, grants, memberships, campaign ROI, and more. Includes 67 reports and 4 dashboards.	3.90	2/14/2017
Relationships	Control how Relationships behave in the Nonprofit Success Pack. Relationships connect one Contact to another.	Prior to 3.0	NA
Tribute Opportunities	Note the honorees for a donation, and the constituents who should be notified when a donation is received.	3.61	1/6/2016

If you're looking for additional features that aren't included in NPSP, check out the AppExchange.