Record types in Salesforce’s Nonprofit Starter Pack

We’re doing a bit of work creating user-friendly and affordable engagement tools for non-profits.  Much of this work is connecting our Soapbox services to Salesforce’s Nonprofit Starter Pack (NPSP).  A goal in our integration is to make it as seamless as possible for organizations to use the NPSP out of the box with Soapbox.

One of the things we’ve documented are the record types utilized by the NPSP.  These record types are important, as we’re able to have our Soapbox service pass event registrations, petitions, donations, and more through Salesforce.  This seemed a little difficult for us to find, and we’ve been seeing some inconsistencies in the creation of record types in the NPSP (I think others have as well), so I thought we’d document what we’ve found.

Trialforce NPSP installation

Opportunity Object

  • Donation
  • Grant
  • Major Gift
  • Matching Donation
  • Membership

Account Object

  • Individual
Manually created install of NPSP

Opportunity Object

  • Donation
  • Grant
  • Major Gift
  • Membership

Account Object

  • Individual

Have others found similar differences between these NPSP installations?

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This entry was posted on Sunday, January 22nd, 2012 at 10:25 pm and is filed under Non-Profit Soapbox, npsf, Salesforce.com. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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