Optional NPSP Customizations

Learn about optional customizations you can do in NPSP including categorizing Contacts, adding badges to Contacts, handling anonymous donors, and adding components to your Experience Cloud donor portal.

• An Introduction to Categorizing Contacts in Salesforce for Nonprofits
  Most organizations have a need to group Contacts together based on common interests, activities, or role. If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
• Adding Badges to Contact Records
  Having badges auto-generated by a formula ensures data quality.
• Handling Anonymous Donors With Salesforce
  Do you have donors who have asked that a particular gift or all gifts from them remain anonymous? Most nonprofits get this request from time to time, but how this is managed in their database varies greatly. The great thing with Salesforce is you have options to how you ensure the donor's request for anonymity is recognized while maintaining key data for your reporting and record keeping needs.
• Add Experience Cloud Components to Your Donor Portal
  If you have an Experience Cloud site, you can add components built for the Nonprofit Success Pack right to your pages.