Donation Types in Salesforce donation types in Salesforce

The nonprofit starter pack comes with four pre-defined types of donations. You might have noticed these types in your own Salesforce when creating a new donation.  The default types of donations are:

  • Donation
  • Grant
  • Major Gift
  • Matching Gift

The NPSP uses the Salesforce feature called, Record Types to track types of donations.  In this video we cover how-to create new record types and customize the layout, fields, record security and other options around a new type of donation. 

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