Open Source Community Sprint project focused on documenting a list of recommended default NPSP Settings & NPSP Trial org configurations that would make setting up a new org more streamlined.
NPSP Trial Org Setup
theme-packaged-app-or-component
vertical-nonprofit
https://powerofus.force.com/s/group/0F91E000000brOtSAI/npsp-trial-setup
- Team Leader(s): TJ Warfield, Trish Perkins, Jess Lopez
- GitHub Scribe(s): (Note-taker) Carolyn Tweedy, Anne Crawford
- List of all Contributors: https://salesforce.quip.com/dk9wAE0SWGZJ#AEfACA86ANC
- Define the Crawl/Walk/Run phases for the NPSP Trial. Consider what trial defaults are currently in place and how we might modify these configurations to make onboarding more seamless for new customers. Assumption - designing trial for those orgs in the Crawl phase so that instance is as usable out of the gate as possible with the further assumption that orgs in the Walk/Run phases either have in-house or consultant to do further build-out and configurations taking advantage of advanced NPSP functionality.
- https://salesforce.quip.com/dk9wAE0SWGZJ#AEfACAN11Ox
- https://salesforce.quip.com/dk9wAE0SWGZJ
- All changes in multiple sandboxes have been captured to repo
We have completed default
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NPSP Settings
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Default Apps, App Order, Home Page (added Utilities)
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Global Actions
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added new fields to contact - pronouns
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added relationships for Family
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GAU - added General Fund and Restricted as defaults
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Campaign Member Status of Donated
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Contact, Account, Opportunities objects (Page Layouts, Lightning Record Page configuration, Quick Action modification/addition, field history tracking, and Compact Layout modifications).
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Opportunity Sales Process, Stage Probability, Sales Path, Contact Roles See links below for a summary of what we did for each section of the Virtual Sprint (March 31 - April 1, 2020) as well as our follow-up meetings. Release Engineering team retrievs the metadata changes to repo after every session to capture changes.