Recommended configurations for NPSP fundraising features

Now that the required and standard configurations for NPSP fundraising features are complete, the next step is to apply the recommended configurations. Applying some of these configurations will depend on the nonprofit's use case. Let's get started and look at what can be configured.

Helpful list views

One of the most helpful configurations is the list view. Salesforce comes with default list views already created. For Nonprofit Cloud users, the following list views are recommended for Accounts and Opportunity:

The table shows the recommended name of the list view, the record type to be used as a filter (if applicable), and the fields to be included in the list view.

Table 10.4 – Recommended list view names, record types, and included fields for helpful list views

1. Create the list views from the object list view page.
2. Click the Accounts object tab.

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