Watch the video on the differences between Master-Detail and Lookup fields.

In this video we’ll cover the key attributes of Lookup custom fields as compared to Master-Detail custom fields.
NEXT VIDEO » LOOKUP RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

4m:14s
Watch the video on Salesforce Lookup relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use a custom Lookup relationship field.
NEXT VIDEO » MASTER-DETAIL RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

5m:14s
Watch the video on Salesforce Master-Detail relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use Master-Detail relationship fields.

11m:16s
Donation Workflows in Salesforce

In this video, we cover how Salesforce workflows can help your best relationship management process happen every time.

12m:6s
Soft-credits-in-Salesforce

Soft Credits in Salesforce and the Nonprofit Starter Pack covers how to recognize supporters for helping generate important contributions from a third-party.

7m:28s
forcify.me 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. 

10m:56s