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Build an adaptor package that provides additional functionality for orgs with NPSP
ACs
- When a membership with a recurring renewal/payment schedule is created, utilize NPSP Recurring donations to…
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The functionality of engagement plans is applicable beyond NPSP - EDA and enterprise orgs could also easily find uses for it. We recommend creating a separate package for task list templates that can …
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https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Delete_Deprecated_Items_from_Your_Org.htm&type=5
https://docs.google.com/document/d/1fjuH8V1Z2b3WCrHaQNxObHp0qdklv7h0I2mMFeoTJ1s/edit#heading=…
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What's in Errors:
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Configure_Error_Handling.htm&type=5
Configure error settings and set emails to receive them: https://help.salesforce.com/s…
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Docs: Release notes have info-- search NPSP docs https://help.salesforce.com/s/articleView?id=sfdo.RN_NPSP_Nonprofit_Success_Pack_Release_Notes.htm&type=5
Script: https://docs.google.com/document…
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https://powerofus.force.com/articles/Resource/NPSP-Reports-Workbook
https://docs.google.com/document/d/1V0CnU9LJoqcyjDAI_a7QVuW2QtPwbIUQFcKV4ebPSco/edit#
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We have a rollup on the custom NPSP Address Object, rolling up to Accounts with a Record Type of Organization. Organization Addresses are only allowed if npsp__Organizational_Account_Addresses_Enabled…
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New Link
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Data_Mgmt_BP.htm&type=5
FIRST STEP (Small group at sprint?):
- Plan the videos needed (1 for each section? what kind of intro v…
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Script
https://docs.google.com/document/d/193fMOdzvzzt05je6FWpUtNUHP6j4s8tRH1TIchDAVmE/edit#heading=h.krs2cxz4zidm
Article
https://www.sforgdocs.com/npspdocs/en-gb/product_docs/ngo/npsp/install_c…
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### New Fields
Gender Identity
- Male, Non-Binary, Agender, Exploring, Prefer not to state, Other
Orientation
- Asexual, Bisexual, Gay, Heterosexual or straight, Lesbian, Pansexual, Queer, Other…