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
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
forcify.me-customize-donations-in-Salesforce

 
In the Salesforce Nonprofit Starter Pack the standard feature for recording and tracking gifts is called Donations. This object is originally the “opportunity” object from the business version of Salesforce. It can be used track a gift throughout the entire lifecycle including:

7m:52s