How do i customize iats field labels in salesforce npsp

From Setup, in the Quick Find box, enter Custom Labels, then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label.

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Answer

How do I create and edit custom labels?

From Setup, in the Quick Find box, enter Custom Labels, then select Custom Labels. To create a label, click New Custom Label. To edit a label, click Edit next to the custom label. In the Short Description field, enter an easily recognizable term to identify this custom label. This description is used in merge fields.

How do I create a global picklist value set in Salesforce?

We’ll use the same picklist values for three custom fields, so creating a global picklist value set will save us time and assure that the fields are uniformly updated if we need to add values in the future. Click the setup gear ( ), then click Setup. Enter Picklist in the Quick Find box, then select Picklist Value Sets.

How to add custom fields to the NPSP data import?

Remember the process: Create the custom fields, create the corresponding staging field on the NPSP Data Import object, then connect the two. That’s what we’ll do in this step.

How do I customize my Salesforce Org?

There are essentially three ways to customize your Salesforce org: do it yourself with custom objects, fields, picklist values, and more; install ready-made apps from the Salesforce AppExchange; and find a consulting partner to help you create what you need. In reality, you might use a combination of all three to achieve your goals.

Set up an Email Signature

You may have already found this, with all your adventuring around the menu, but in case you haven’t, you can add an email signature in the Settings options.

Adjust Activity Reminders

Think waaaaaay back to when we first showed Michael’s Home page (or just click over to the Home tab in NPSP to see your own). When there’s something new that needs your attention, you’ll know because a little red bubble appears on the bell icon. (Think of it like a visual ringing.) The number on the circle indicates how many new items you have.

Putting a Face to a Name

Now, the most important personalization: Changing your profile. To add a picture and personal description:

Organize the Navigation Bar

This next customization doesn’t happen within your Settings, but it’s in the same neighborhood. The navigation bar is a series of tabs at the top of the page, just below your profile icon. Each tab is a shortcut to that item. To make life easier (and to work faster), you can customize which objects appear as tabs in the navigation bar.

Quiz

1 When you set up an email signature in Salesforce, where does it appear?

Prepare to Import Standard and Custom Fields

Let’s start with the fields that No More Homelessness (NMH) would like to import to contact records: email opt-out and preferred language.

Create the Custom Field on the Contact Object

First, let’s create the new custom preferred-language field. But before we dive into creating the new field itself, let’s create a new global picklist value set.

Create Corresponding Fields on the NPSP Data Import Object

Now that both the preferred language and email opt-out fields exist on the contact object, we need to create corresponding fields (your staging fields) on the NPSP Data Import object. You’ll have to create these fields for both the NPSP Data Import object’s Contact 1 and Contact 2 if you want to import these fields for both members of a household.

Map the New Fields

After clicking Configure Advanced Mapping, you’ll see a list of Object Groups, which are collections of field mappings that tell NPSP Data Importer what objects (contacts, accounts, etc.) to create or update. There are already object groups for Contact 1 and Contact 2. We’ll edit those now.

Get Ready to Prepare the Data

With the target and staging fields set up and mappings in place, we have everything we need in Salesforce to start importing our data.

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

How to customize Salesforce?

There are essentially three ways to customize your Salesforce org: do it yourself with custom objects, fields, picklist values, and more; install ready-made apps from the Salesforce AppExchange; and find a consulting partner to help you create what you need.

What is NPSP in fundraising?

While Nonprofit Success Pack (NPSP) is designed to work well for most nonprofit and fundraising needs after just a few configurations, you may have to add a few things to make it work best for your organization. You might want to create custom home pages for different departments in your organization, for example, so that the Development team can focus on fundraising and your Program team can focus on delivering your mission.