Installing the Nonprofit Starter Pack
This lesson will show you how to install a managed version of the Nonprofit Starter Pack into a blank Enterprise Edition, or Developer Edition organization. When complete with the steps, you should have an org that is virtually identitical to the pre-installed and configured Nonprofit Starter Pack available through the salesforcefoundation.org trial signup.
(Note: If you're using a Developer Edition org, it is recommended that you remove the page, controller and tab included as part of the Developer Edition. The recommended deletion order is: Tab->Pages->Classes)
Install the 5 Packages
You'll first need to install all five packages of the Nonprofit Starter Pack. The recommend install order is: Contacts & Organizations first, then any order of the remaining four packages: Recurring Donations, Affiliations, Relationships and Households.
You can find the packages by going to Nonprofitstarterpack.org
When installing, make sure to "Grant access to all users". You'll need to get confirmation that each package has installed successfully before attempting to install the next.
When complete, clicking on Setup (1) and then View Installed Packages (2) should show all five of your packages installed (3).
Next, we'll want to setup two new NPSP-specific apps to hold our tabs. One for our CRM, the other for the NPSP settings. We can do this by going to Setup (1), Create (2), Apps(3) and then clicking 'New' (4). If prompted, select 'Custom App'.
You'll then need to enter a name for your new app. This is the name that will appear in the drop-down list in the upper-righthand corner. You may choose any name you wish, the NPSP typically uses "Nonprofit CRM" and "Nonprofit Settings". You may also select a custom image to appear in the top-lefthand corner. Your organizations logo or picture may be used here. Please follow the help instructions for proper sizing and aspect rations for the image.
Selecting Tabs for your App
You'll next need to select tabs for your app. For your Nonprofit CRM app, the NPSP typically uses the following tabs:
Home, Chatter, Accounts, Contacts, Opportunities, Campaigns, Reports, Dashboards, Documents, Leads, Recurring Donations & Pledges
For your Nonprofit Settings app, the NPSP typically uses:
Contacts Settings, Households Settings, Opportunity Rollups, Affiliation Settings, User Rollups, About the Nonprofit Starter Pack
Click 'Next' to determine your Profile settings (more information below)
Setting Profile Visibility and Defaults for your Apps
You'll next need to select the visibility of your app, as well as the default app for each of the profiles in your org. We recommend making the Nonprofit CRM visible and the default for most internal (non-portal) users, and the Nonprofit Settings app visible only for the System Administrator.
(Note: The profiles available in your organization may differ from the ones listed above)
Removing Other Apps from View
You can optionally remove the visibility of other apps in your org. This is done on a profile-by-profile basis. Select the profile you want to edit by going to Setup (1) and then Manage Users (2) and the Profiles (3). Click 'Edit' next to the profile you wish to edit (not shown).
Finally, deselect any checkboxes for apps you do not wish to be visible for that profile (4). Click 'Save' when done (5).
Stage Name Values
Next, you'll want to decide your stage name values for your Sales Process. You can use the default values provided, or create/modify your own.
A Sales Process is simply a collection or subset of the picklist values associated with the Stage Name field. You can edit those stage name values by going to Setup (1), Customize (2), Opportunities (3), Field (4), and clicking on the Stage field (not shown). You can then either create new values (5), or edit existing values (6). For an Opportunity to be counted, you'll need to make sure your 'closed' stage is also set as 'Closed/Won'. (7)
You'll next need to create at least one Sales Process from your existing values.
Select Setup (1), Customize (2), Opportunities (3) and Sales Process (4). Then click 'New' (not shown) and provide a name for your Sales Process (not shown). You'll then need to select from the values available from the Stage Name above. You can choose to use the default ones, or create your own as appropriate. Here, we've selected three of the existing values (5). Click Save when done (6).
Next we'll want to create at least one Opportunity Record Type, though you may choose to create more. You may choose to create your record types using whatever names are most appropriate to your organization. The Nonprofit Starter Pack has four enabled at signup, Donation, Grant, Membership and Major Gift. You can use those, or select your own.
To create record types, go to Setup (1), Customize (2), Opportunities (3), Record Types (4) and click "New" (not shown). Then provide a name, label, and select the Sales Process (5) you wish to use for this record type. Finally, make sure the record type is enabled for the correct profiles (6), and click 'Next' (7). You'll then need to select a layout for this record type. You can select the default 'Opportunity Layout' for now, we'll discuss page layouts more shortly. (not shown).
The Nonprofit Starter Pack also utilizes two different Visualforce overrides for standard actions. The first is the 1x1 Account View, the second is for Lead Conversion. For the Accounts, you can override the view by going to Setup (1), Customize (2), Accounts (3), Buttons and Links (4) and then clicking 'Edit' next to 'View' (5). Select 'Override with Visualforce Page' and select 'AccountViewOverride' and click 'Save' (not shown).
You'll then need to do the same for Lead Conversion. Setup (1), Customize (2), Leads (not shown), Buttons and Links and then clicking 'Edit' next to 'Convert'. Select 'Override with Visualforce Page' and select leadConvertOverride and click 'Save' (not shown).
You can optionally rename tabs by going to Setup (1), Customize (2), Tab Names and Labels (3) and clicking 'Rename Tabs and Labels. As an example, click 'Edit' next to Accounts (4) and provide the new name for Accounts, and click 'Save' (not shown).
The process is the same for Opportunities or other standard tabs.
Turn on Workflow
The workflow that comes with the Nonprofit Starter Pack is disabled by default, you'll want to enable it. You can do so by going to Setup (1), Create (2), Workflow & Approvals (3), and then Workflow Rules (4). Click 'Activate' next to the workflow rules your organization wishes to use (5). If you're installing into an existing organization, you'll want to make sure you fully understand the implications of the workflow being enabled before installing. It is always recommended to test in a sandbox environment first.
The first 9 workflow rules are recommended for all organizations utilizing the Nonprofit Starter Pack.
Opportunity Contact Roles
It is recommended that you create at least two new Opportunity Contact Roles. You can do this by going to Setup (1), Customize (2), Opportunities (3) and selecting Contact Roles (4). Click 'New' (5), and create two new roles, 'Donor' and 'Household Member'.
Note: DO NOT SET A DEFAULT Opportunity Contact Role!
Configure Contacts Settings
Next you'll want to configure your Contacts Settings. You can do this by selecting your Nonprofit Settings app (1), then the Contacts Settings tab (2). The default settings for the Nonprofit Starter Pack are using the One-to-One Account model (3). You can find more information about the Account model under the Contacts & Organizations section of this help site. Next, enable the Opportunity Contact Role trigger by checking the box (4). Then select your Default Role as 'Donor' (5). Finally, click 'Update the Contacts and Organizations Settings to confirm your selections (6).
Configure Households Settings
Next you'll want to configure your Households Settings. You can do this by selecting your Nonprofit Settings app (1), then the Households Settings tab (2). The following settings are the defaults for the Nonprofit Starter Pack, you'll want to configure them as appropriate for your organization:
3. Household Rules set to 'All New or Edited Contacts'
4. Household Contact Roles are checked, and Household Member Contact Role is set to 'Household Member'
5. Rollup Opps in Triggers is checked
6. Click Activate Advanced Household Naming
7. Select the 'Membership' record type as your Membership Record Type Name, and set your Membership Grace Period to 30.
8. Check 'Enable Update Check'
9. Click 'Update the Households Settings'
You have several options to configure your page layouts. If you're comfortable with the Force.com IDE and the meta-data API, you can pull the default NPSP page layouts from SVN. The URL for the repository can be found here: https://npsp.googlecode.com/svn/NPSP_layouts/src/layouts
Alternately, you can duplicate the layouts from the trial signup by manully copying them from below. There are four main layouts: Contacts, Accounts and two Opportunity Layouts. For the Opportunity layouts, you'll need to assign the layout to the appropriate record type. This can be found by going to Setup->Customize->Opportunities->Page Layouts->Page Layout Assignment.