Required configurations for NPSP fundraising

Since you have already installed NPSP in Chapter 9, Installing Nonprofit Cloud Solutions, you will need to complete these additional configurations to adequately set up and test NPSP for your use cases. These steps are required before we can begin to refine what is required:

Note

Whether you are using a new instance or are installing NPSP in an already existing instance of Salesforce, check to make sure the post-installation configuration is done.

1. Log in to your Salesforce instance and you should be back at the Get Started with NPSP - Admin page.
2. You can refer to the following screenshot:

Figure 10.1 – Get Started with NPSP – Admin landing page when you log in to Salesforce

Once you are done with this, let's finish up the required configurations.

Opportunity stages

As a Salesforce administrator, you are already familiar with the standard object, Opportunity. In a Salesforce...