Gender & Orientation for Residents

jgwehr / collective-chicago

Salesforce 1:1:1 Pro Bono project using Non-Profit Success Package

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Gender & Orientation for Residents #56

Open jgwehr opened 1 month ago

jgwehr commented 1 month ago

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

Process

If "other" - follow up with coaches to improve the list (rather than an "other text box")

Notes

Reporting on LQBTQIA+ would be any non-heterosexual or non-male. We can tackle this later, either in report or via formula (if required)

jgwehr commented 4 weeks ago

Orientation is implemented. Gender needs more work - there are two existing fields Gender__c and GenderIdentity. The custom field influences NPSP functionality.

This field is configured in NPSP Settings > Relationships > Relationships as the Gender field. Do not delete this field unless you remove the reference or select another Gender field there.

Possibly... delete it, reroute to GenderIdentity and use our preferred values there.