Skip to main content

Hi,

Yesterday, I installed NPSP App in our Salesforce instance (Enterprise Edition).

On the Account level - I can able to see two default record types (Household, Organization), which is expected.

On the Opportunity level - I don't see any default record types like (Donation, Grant, In-Kind Gift, Major Gift, Matching Gift, Membership).

These above record types are out of the box features comes along with NPSP app installation, right? I have tried to customize some settings on the profiles level, but no luck!

I don't know what I'm missing here, could you guys, please address me this issue ASAP! Very much appreciate it!

Thanks,

Sri

@Nonprofit Success Pack
4 件の回答
0/9000