How and when to use Relationships and Affiliations
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Automatic Household Naming
Nonprofit Success Pack supports the Household Account model and automatic Household naming. This means that when you create a new Contact in Salesforce, NPSP creates a new Household Account record, and generates its name based on the name of the new Contact.
Custom Fields:
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Filter Groups Created:
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Customizable Rollups:
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Automatic Opportunity Naming
When you create a new Opportunity from a Quick Action on a Contact or Account record, NPSP names the Opportunity for you. The default naming convention is [Account or Contact Name] [record type name] [date]. For example, "Barnaby Jones Donation 12/12/21."
Custom Fields Needed for Gift Entry:
Opportunity Fields
Contact Fields
Account Fields
Recalculating Rollups for an Individual Records
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