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Get Started: Configure and Customize NPSP

Get Started: Configure and Customize NPSP


Today we are Getting Started: Configuring
and Customizing NPSP! Thank you so much for joining us in the second part
of this series. My name is Jessie Rymph. I’m a Nonprofit Success Content Specialist
and Lightning Ambassador that means I create content specifically for nonprofits. I’m focusing on engagement. I have another series Get Started with Engagement for Nonprofits. You can follow me on Twitter @forcethesales. With me today is Katie Powell a Senior Success Content
Specialist and Lightning Ambassador Katie Hi everyone, happy to join you today! I share a similar role with Jessie and focus on using Salesforce for managing your programs. Some of the customization the custom objects
we’re talking about are covered in another webinar series that I run for
program management. Thank you! We’ve both been in a nonprofit sector
for a while as Salesforce admins. Also both in youth development and related
organizations. I used to host the Seattle Nonprofit User Group and Katie
hosted the Detroit Women in Tech User Group. There are some great user groups out there for you to to check out. This complicated-looking slide hopefully you’ve seen it probably twice at least by now, says you should base
your purchasing decisions only on products and services that are currently
available. Not on any forward-looking statements we might make about products
still in development. If you have questions during this presentation you
can post it in the question widget of the GoToWebinar control panel. We will
be monitoring this throughout the webinar. We’ll try our best to answer
all of your questions. Also, we’re gonna be recording this session and we’ll send
you the recording and the slide deck in an email after the webinar, don’t
worry about that. Let’s try out the question widget now if
you can go in there and just tell us where I’m you’re calling in from. I am
in Seattle and Katie is in Detroit. We got Pescadero
California, Ohio, DC Washington, DC Baltimore, Maryland, Orange County,
Philadelphia. Thank you all so much for joining us and just but we got some
more Atlanta. Let us know whatever you have any questions today. We can help hopefully help you out if you have any other questions after
the webinar that we haven’t gotten to, please visit the Power of Us Hub. Which
is our online community for nonprofit Salesforce users and education
institutions as well. We highly recommend you check it out, ask questions, learn from your peers. Here’s a link to take you to the Getting
Started topic. The Power of Us Hub is now in Lightning which is our new user
interface. You’re gonna look for topics of getting started or just go to this link here. I also want to welcome John who’s calling in from England. Thank
you so much for joining us and good evening, I think good evening to you in
England. This webinar is the second in a three-part series of Getting
Started Fundamentals. We’ve run this series live every month for you to dial
in listen ask questions but we also have recordings of the webinar on our YouTube
channel. You can register for future webinars or view recordings of past
webinars using the link here. In our last webinar we talked about the fundamentals
of the nonprofit success pact or NPSP what the key objects are and how you can
use them for basic contact management. Today we’re gonna discuss the key things
that any Salesforce System Administrator needs to know to configure their
Salesforce Org. You should know how to navigate setup, rearrange page layouts, create custom fields, and we’ll end with some
quick wins. Some tips and tricks to make things easier for your end users. Just for clarification end-users or anyone who’s using the system but don’t
have these abilities to customize it. Let’s learn a little bit about more about you guys, you all. We’re gonna launch a poll here, “To what extent does NPSP meet your organization’s needs “out-of-the-box”.” Do you find that you’re able to do most of what you want? You need to tweak
it some? You plan to make a lot of customizations or at this point you
really have no idea. That’s totally fine! We’ve got the largest percentage has no idea. The next percentage needs to tweak it. That’s awesome you are in the right place because today’s presentation will be most helpful to those two groups. If you know that you need major customizations then most likely you’ll find some great resources on the App Exchange or by working with an implementation partner
to help you get started. In this section we’re gonna talk about this
little gear icon at the top right of your salesforce screen. This is the setup icon. It brings you to your setup menu which is where System
Administrators configure Salesforce. First, let’s talk about what a System Administrator actually is? I’m assuming this is going to be you. You
might not know that yet it might not be you but I’m just assuming. you the system administrator are the person in charge of the upkeep configuration and reliable operation of Salesforce. You can just take notes write these things down add it to your job description. Right here are a few of the things that you will be taking care
of as the System Administrator adding and deactivating users, customizing the
system to fit your organization’s processes. Which we’ll be talking about today. Managing your company information. That’s looking making sure address is
correct so Salesforce can contact you that kind of thing. Securing the system to ensure users only see the information that’s appropriate
to. We’ll get into that a little bit today importing your historic data or working with the Salesforce partner to do so and
that is the topic of the next webinar in this series training people how to use the system
properly. Once you get these basics understood then you’ll let me share them
with others. Troubleshooting problems when they arise and staying up to date
on new Salesforce features as they’re released. We do have feature releases
three times a year. That will be part of what a System Administrator does
but don’t worry about that too much yet. Salesforce has created a special set of permissions called the System Administrator profile. That can be
assigned to the person at your organization who will take this
responsibility if you’re the person who installed the free trial of Salesforce from the salesforce.org website. That may be you, the system administrator profile
is really powerful. Keep in mind that with great power comes great responsibility. You should assign the System Administrator profile carefully. We’ll show you where that profile is in our demo in a second. As the Salesforce System Administrator, you’ll spend a lot of time in setup. Setup is your one-stop shop for customizing configuring and supporting your Org. Since there is a lot
to do here and setup it’s important to get comfortable with navigating it. When you click on the gear the setup menu opens in the upper right screen of
your Salesforce Org. By the way, you’ll see this gear on just about any page in
Salesforce and you’ll be taken to setup. From here you can access the
object manager which allows you to view and customize standard and custom objects in your work. We talked about some objects last session. Objects are
accounts, contacts, opportunities, campaigns. Those are your objects.
here’s your setup home. There’s Quick Links. Here two pages that let you do
everything from managing your users to modifying your security settings. This section of your setup is your main window. We’re looking at the setup home page right now. This is where you can see whatever you’re working on. If you go into let’s say feature settings that
quick links a different page will open up in this main window of your help section. As we learn what’s available to you you’ll get more comfortable finding the
things you need. Here are just a few of the important things you can do in
setup modify users, assign profiles, look at your company information, view
the setup audit trail, and your login history. Katie will show us now in a demo more about these topics. Thank you, Jessie. What you should see now is that I’ve logged into Salesforce. I’m here on the Getting
Started page for the Nonprofit Success Pack App. I’m just going to step through those five pages that Jessie just described really help you get oriented
in the system as a Salesforce Administrator. Know anytime you move to a new system it takes time to learn that where you’d
find different controls and so just want to be sure that you’re comfortable with
these steps. As Jessie said we’ll enter setup from the setup gear in the upper
right-hand corner of any page. That will open the setup menu in a new tab.
Which is just handy, you can easily get back to where you were working in
the Salesforce app. You’ll see that the first place that we land is the
setup home. This just displays a bit of useful content. You’ll see this carousel you can scroll through to link out to other Salesforce resources. You’ll
see a list of most recently accessed setup areas it’s pretty simple and
straightforward and just serves as a easy launching pad when you first enter this setup area. Then on the left in this column, you’ll
see the full setup menu. You can navigate and expand to any setup item
navigate to any setup item by expanding its menu. The option that I prefer it’s even faster is using this quick find search box up top to enter the term
that you’re searching for. The first page we’ll take a look at is users. I’m
just going to enter that term up here and spell it correctly. I’ll see the top-level navigation but also the users page where I want to drill into. From this users page, you can view basic information about your users. You’ll see
their user name, their profile, and their last login date. You can create new users
from this page by clicking here on the new user button. Once you’ve done that you’ll have that new user will appear on this list. I’m going to drill down into a user record and view their details. From the user details page, you can edit dozens of options and really configure all of their user
settings. On this page, you can also perform one of the highly demanded tasks
of an Admin resetting forgotten passwords. You can configure things like their user name, email address, their title, and department, if those ever
change. I want to direct your attention to the top right of the second
column, there are four important settings. The first is role, we won’t get into
that today. The next is user license, for most of your users as you know as
part of the Power of Us Grant. You receive 10 free subscriptions so most
likely the majority of your users will be on the Salesforce license. Depending on your products you do have the option to select something else here. Next, you see their profile which we’ll talk a little bit more about in a bit. Finally, the active checkbox just want to note this comes up as a question
pretty frequently in Salesforce you don’t delete user records. Instead, you deactivate them by deselecting this box. This allows you to retain an accurate record of past tasks and event that are associated with this particular person. Let’s say, Alicia transitioned out of the organization as development associate. We brought in a new team member, Sofia. I would not
want to edit this record and just change the names here because then all of Alicia’s past work would be logged under Sofia’s name. Instead back from the main
user screen I would first deactivate Alicia’s account so her user would no longer be active. Then I would create a brand new user record for Sofia. I
could use the same settings for her account so that they had the same
permissions. I would still maintain that that organizational history. We mentioned profiles a few times. We won’t go into all of their functionality
in this webinar but we want to show you where you can access and edit them and give you a bit of introduction to them. I could either use the quick find search box to search for profiles. I see here it’s also under the user top-level navigation. I’m going to click into that page and if you’re not familiar already, profiles really control who can see what and how
they can see it. We’ve talked about the System Administrator profile quite a
bit. This should be assigned only to people who’ll be making configuration
changes in the system like Jessie mentioned. That’s the difference between
your system admin user and your end user on the profiles page. If you notice the
custom column you’ll see that some of the rows are unchecked. These are
standard profiles. They’re included with every Salesforce Org, all customers across the world have these profiles as a starting point. Then those with the custom checkbox are for a lack of a better description of your custom
profiles. Some of these like the fundraising and development profile and
the program staff profile are come prepackaged with NPSP. All nonprofit
customers on the Nonprofit Success Pack have these built right in. You can assign them to users right off the bat. We recommend that you assign all of your
users to a custom rather than a standard profile for reasons that we will go into
later on down the line. Just keep that in mind as you get started. Then the third page we wanted to highlight was that company information page. Pop
quiz, how do you think I would navigate there? It’s not found under user so I’m just going to quickly happen to the quick
find search box and type company information. Actually, if I just type company you’ll see multiple multiple results. Company information is here
under the company settings navigation items. I see lots of company settings
I could configure you were just focus on the company information page
today. his page is really like your business profile provides an at-a-glance view of your Salesforce Org. You can come here to monitor limits
like your use data space or your file storage. On this page, you can also find
your Salesforce org ID and you might be asked for this if
you contact a Salesforce or a third-party vendor that you’ve integrated Salesforce with. If you contact them for support they might ask
you for your org ID, you find that right here under company information. If
you scroll down you’ll also get a quick summary of which licenses you have available and how many are in use. Just to show you one thing I’ll edit from this page right now is the company time zone. If I click Edit and go down to locale settings, you’ll see a default locale which really controls the way
your currencies and numbers are displayed. Default language which we’ve
set to English and a default time zone. This is at the company level it can certainly be customized for every single user but by setting it if you have a majority of users in one timezone by setting it the default here at the
company level just save yourself a bit of time and clicks. When you go to
configure your new users because you won’t have to edit that for every person.
This will be the default for all new all your new users. You or the user themselves can update these settings as needed. For the last few pages, we’ll switch gears a little bit and take a look at system logs. That can be useful
for you to reference as an Admin. The first page we’ll look at is the setup audit trail. That again I’m going to search for in quickfind. I’m going to view the setup audit trail
now this does not track changes to data in your system. If there’s contact record for me Kathryn Powell and I change it to Katie Powell those
changes won’t be reflected here. This audit trail really tracks changes that
have been made from within this setup menu so changes to the configuration of
your Org. This could be things like changes to page layouts or creating new
fields. You’ll see changes that were applied by users and see if it’s still in the recent history. If I scroll down you’ll also see changes that have been
applied by apps or manage packages that you might have in your Org. This change was applied to the Volunteers for Salesforce app that’s managed by
salesforce.org. This was applied automatically as part of the upgrade process. This page just really gives you a good record of changes like
that. It’s really helpful for troubleshooting configuration issues or if you’d like to know who made changes. When you can download that full six-month history as a CSV file if you want to dig deeper
into some of those setup changes. These changes will have been made by
someone with those system administrator permissions or an app that’s been
granted access. Then finally the last page would be user login history. This page also lets you download six months of history only this time the data that’s captured is login history for your Org. You can view the user name,
the date and time, the IP address, and much more for each login to your Org. This is really great for security tracking and you can even use it to
monitor the way that your team is using Salesforce insert technically. Say for instance you want to know whether anyone is using
an outdated browser you that information is included in this
report. You can see which browser your teams are using. We have seen cases where people are using a supported browser in the office but if they have access to
salesforce at home they’ve been using browsers that aren’t supported and might bring challenges to their usage. This file can also be exported as a CSV just from this download now button here. Those two
are both really great system logs that can help you monitor access and changes
to your organization. With that Jessie are there any questions about any of
these five pages that we should answer? Thank you so just if you’re feeling like” Ahh, how am I supposed to ever learn this stuff?” You know there’s a
lot we recommend. We’re gonna send you a trailmix. This is a list of trails badges projects from Trailhead, which is our online free learning platform. I’m also gonna have in here some links to support documents to help
you with specific things we talked about today. We have some folks who are a little overwhelmed and that’s understandable you’re new at this. We’re gonna help you out with some resources for how to practice this stuff
on your own. Thank You, Katie. Next, we want to talk about creating custom fields. I bet you’ve already identified a piece of information that your organization is interested in tracking but that isn’t already tracked.
You can create a custom field to store that piece of data. You would need to
decide which object you’re going to store that data on. It’s one of your
first steps and you can add custom objects to Salesforce to the tabs across the top account, contacts, opportunities. You can create your own
object to hold data that’s relevant to your organization. We were not going to
go in that today but you can learn more about
custom objects in the Program Management Webinar Series. Which Katie runs and
you can find that in the Power of Us Hub. When you’re creating custom fields you need to determine which type of information you want to track and pick
that before or when you’re setting up the field. For example, on a campaign
record which is often used for events you want to set up a field for time. It’s kind of surprising to me but it’s not a standard field we don’t have a
field in which you would say when does this event start. You’d create a field
specifically to hold that information like 10:00 a.m. event start time, you’d
add a field type that holds currency. For Example, if you wanted to break down
your costs on an opportunity more and say add an additional currency field for
amount you spend on supplies just a thought check boxes. Everyone loves checkboxes. Just before you go crazy with checkboxes, I actually recommend a picklist. In a lot of cases for that where someone would choose a yes or no value instead of having a checkbox because
with the checkbox you know if someone has entered it has checked yes right if
that value is true. You don’t know if it’s blank if that means they just haven’t filled it out or if the answer’s no. If you have a pick list or they can choose yes/no or blank then you have a good idea when you’re looking at your
data if it’s full or not and what’s actually intended there. Some cases a
checkbox is great such as opt-out of emails check box works just fine for
that. Just think about this pick list option for other scenarios and text
fields there could be tons of reasons you’d want to add a text field for people to enter whatever it is they need it. There are many more types of fields for you to consider. After you’ve created a custom field on a specific object you decide which page layout it needs to go on so that
the right people can see it. As an Admin, it’s really important to know how
to organize where data is on the page layout. Your users will not want to use
Salesforce if they are overwhelmed by the page layouts and have trouble
finding the information they need. Here I am looking at an opportunity
record I know we haven’t talked a ton about opportunities yet but this is a
record for a $100 donation. This whole page is called the Lightning
record page it’s made up of these different components in different boxes
here. We’re not going to go into a lot of detail about these components just
want to give you an overview. This part of here is your highlights panel where you can choose which key fields to have at the top for people to get the gist of the information they’re looking at. This section on your Lightning page layout you have a tab here for details this part is called the page layout. We will talk in more detail about what
that means the page layout here is this details section. Below here is a section of the page layout which helps you group specific fields together on your page layout. This is where people are going to be doing a lot
of their data entry or viewing that the real most of the data. Over here you have
the quick action. These buttons come with it you can follow which means get updates when the records changed edit
the record delete clone or you can make custom quick actions to do
additional things here. This glass component here is your activity and
chatter feed. Here you’ll log calls or emails, see when you need to follow up
with someone, when you’ve already had a meeting with them, all of these pieces
are on lightning page layout or lightning record page. To customize the page layouts to meet your staff needs I would first click on the gear icon and setup. Then scroll down to edit page, going to edit page takes you right into modifying the placement of those
components on the page or those larger chunks of information. Here I’ll show
you in a gif what I am talking about how we can modify this. When I click my
gear, I go to edit page. Then I’m in a Lightning App Builder where I can drag
different components onto the page layout or move things around so that’s
just gonna run again. I can move those existing components. We just wanted to
give you an idea of what’s possible and hope that you’ll log into your trial
Org. We have many types of Orgs that you can play in the sandbox is developer
Orgs. You should try these things out see how you can configure your page
layouts or your lightning record pages. This details section here is the page
layout. We’ve talked about getting to the Lightning record pages, to move
components, to get to editing that page layout those fields on the details section. When you go to your gear, you’re going to go scroll down to edit object. From there click on page layouts and you’ll get to modify the page layouts or
all those the details section there of that specific object. When designing
your pages you want to think about how different people in your organization
will want to see different information. Profiles determine who can see which
page layout and which lighting record page. For example, a volunteer who does
data entry you’ll probably want to give them a
pretty limited page layout so they can only see what they need to see. You don’t need to give them all sorts of confidential information. If you have any
the major gift officer though we’ll have the fundraising and development profile
and what we’ll want a page layout with as much information as possible. Your
System Administrator profile, which we talked about earlier. You may want to
have a totally different view for yourself because you’re all
focused on different things. Salesforce comes with standard of
profiles. The Nonprofit Success Pack includes a few
profiles as well. They are executive management fundraising and development
office staff program staff and volunteers. Those would be a great place to start and look at those profiles and see if they work for you. You can create different pages for different profiles
but it might not be necessary for your organization to have different profiles
to have different page layouts. I would say start as simply as possible with as
few profiles and page layouts as you can get away with. Otherwise, you’re just
making more work for yourself down the road by having to maintain the profiles
and maintain these page layouts. I’m gonna switch over to Katie for our next demo. Here we are back again in Salesforce on the Getting Started page
for the Nonprofit Success Pack. I will step through adding custom fields
as Jessie just covered. Then customizing our page layouts. You
learned last week about two different types of accounts in NPSP are households
for people who live at the same address and our organization accounts for
companies foundation school other nonprofits. I’m gonna look now for
an organization account called the Orange Company this is one of our corporate sponsors. I’m going to navigate into their account record. We
see here the components that Jessie highlighted. We have our highlights panel.
We have our details with each field that’s on this layout. Our activity panel
where we have activities, tasks, calls, and chatter. Looking at this record I think that this page layout is pretty lousy the benefit that you have is that
NPSP comes with a standard set of page layouts that probably work relatively
well for you out of the box This one is one that I customized it’s particularly
bad. We’ll make some changes to it. First, we will enter this from the perspective of the Ugly Dog Adoption Agency. Which is a fictional nonprofit that we use in some of our examples. They help exceptionally or uniquely cute animals get connected with families who would love to adopt and care for
them. As the Ugly Dog Adoption Agency, we want to add a custom field at the account level that tracks whether or not a corporate
sponsor allows animals in their office buildings. This will let our program managers know which companies are able to host awareness and adoption events
which we know is great for the animals Sometimes even better for the humans. To do this we could either add a checklist field or a picklist field now I love that tip that Jessie shared about thinking carefully about checkboxes. In this case, I’m going to go with a picklist field because that
that almost gives us three options we’ve got that yes, we’ve got the no, then the blank tells us that we don’t know. If it was just a checkbox
unchecked could mean no or it could mean we’re not sure. This yes/no pick list will allow us will clear up that ambiguity. We know
that there’s a no and a blank value is we’re not sure yet. To add a new field to the account object I’m going to click the setup gear head
into setup. This time instead of saying staying on the setup home tab,
I’m going to flip over to the object manager tab. I’m going to navigate into accounts. Then from the left-hand pane you’ll see all of the configuration
areas that I could work on in this object but I want to focus right now on
fields and relationships. Now this pane shows all of the fields that exist
on this account object. I could use quick find to search for one that already
exists or I can use the new button to create a brand-new field. I know that we
don’t have this field yet it’s not included in NPSP because it doesn’t apply universally to other nonprofits but it’s really important for Ugly Dog Adoption Agency. Here you see all the different types of fields that we can create as I said. I’m gonna go with picklist, I’ll click next. We’ll call this on-site visits and I’ll enter the values manually. Just know that global pick list value sets allow you to
create a list of options that could be used again and again for multiple picklist fields. If you were a community bakery and you had flavors that were
both for cake batter for frosting and for ice cream and that flavor list was
the same. You might want to use a global picklist value set. You could just
enter that list once, use it for multiple fields. If you ever have additions if you change them seasonally you change that global picklist value set rather than having to go into each field and modify any options there. For this field, I’m just going to enter the options manually I’m gonna answer yes
and no. I don’t want them displayed alphabetically. I don’t want to set a
default value. I want to be sure that when someone is entering this data in an
account that they explicitly make a choice. I don’t want to save a default value that they might not notice. I want to make sure that they only use these
values. I’m not going to require the field. Be really thoughtful about which
fields you force as required because you don’t want it to be a barrier for people
to getting records in. Sometimes even worse you don’t want people to put bad
information just so that they can get around this requirement. I’ll click next
I want all my profiles to be able to see and report on this field I’m not going to make him read-only for anyone. here I get the option to choose whether
I want to add it to any page layouts right off the bat. I will add it to my bad organization layout but it doesn’t make sense on the household accounts. I’m going to keep it off the other organization layout for now. I’ll go
ahead and save that field. Just like that now when I search for on-site
visits we see this field here with all of the details that we just configured. Now if I switch back to NPSP App and I refresh the own record for large company. I should see that the new field has been added here’s our on-site
visits field been added to the page layout which again like Jessie said is
this section that has details and links to other related objects. For the account related with linked out to contacts and other related records. I’ll go ahead and mark that lunch company does allow these site visits and I’ll save the record. Again, like I was saying, this page layout
is pretty terrible I don’t see the company’s address, don’t see a phone
number. Not sure whom I could contact any of that so as Jessie pointed out I’m
gonna go up to the upper right hand here and I want to edit the object because I
want to I don’t want to change how things are organized on the page. I don’t want to move around the components these blocks but I do want to change
what fields are visible within this particular block. For that, we’re going to edit the object. This edit object is actually taking me back into
setup to that object manager tab. It’s just saving me the steps of navigating into account. I’m going to scroll down to page layouts which is
what I want to change. I want to make this bad organization layout a little
bit better much better. I’m going to click in which will bring me to the edit
screen. You’ll see a drag-and-drop interface where you can select fields. I definitely want to see a company’s billing address I’m going to drag that
down here into the main account details. I want to add their phone, number
of household members doesn’t make sense at an organization level. I’m going to
delete that field from this page layout just by clicking the circle for remove. You’ll see the red asterisk indicates that a field is required and
you can control that using the wrench setup icon. You can choose whether something is read-only and whether it’s required. Jessie also mentions sections,
you’ll see these two special tiles up here and fields. I can add a blank space
if I want to control the spacing of the field as it appears. I can also use
drag this down into the paint create a new section. On-site visits don’t seem to make sense really with contact info like address and phone. I’ll make this more about really descriptive section header like characteristics. You can put better suggestions for me and let me know
whether or not I misspelled that because I don’t have my glasses on, in the
chat window. I could just drag on-site-visits down into the building info that’s a better name, you can rename sections. Just rename this to building
info by using that gear. From here, whether you’re working from a brand new
page layout like mine or I’m gonna go ahead and be sure to save my changes. Back on the page layouts you’ll see you
can clone existing layouts or create new and you can control which profiles see
which page layouts from this button but I’m gonna go back to NPSP. I’m gonna
refresh the view for Orange Company. I should see a more informative and more
intuitive display for Orange Company now. We have a little bit more info well looks like even though it wasn’t displayed it’s really a data quality
issue that. Even though now billing address is visible, we need to get some
good info there. This is how you can customize what your users see and how
it’s arranged on the page. The related lists are also controlled from
that that drag and drop editor that we were just looking at. That’s it for custom fields and page layouts for now. Thank you. I just pulled this up on to show you. If you go to salesforce.org which is our website and
go to get started. From there you can launch your free trial of salesforce.org
including the Nonprofit Success Pack. If you go to developer.salesforce.com and sign up. This green button up here, you can get a
Developer Org. Which is a trial org of Salesforce but it does not have the
Nonprofit Success Pack. On top of it you can add it but this gives you a much
more much more extensive look at Salesforce as a whole but without the
Nonprofit Success Pack. There you are great questions guys keep them coming. When you get started with Salesforce you know it’s
really helpful to provide some quick wins for your staff. They may be stressed
out with the change to a new system but you can help them feel more in control
by implementing a few simple things to make their experience better. If you actually train them how to do things that’ll be even better for them. This first one is a search layout. This you’ll need to do for them as the System Administrator. Here I’ve searched for Becca Cauliflower. I’ve gone to the global search which is the search bar at the
top of my screen. I’ve searched Rebecca Cauliflower and here’s my results. What you can modify here are which fields show up in your search layout. This is really helpful what comes out of
the box is things like title and other things that you might not us at your organization. we wanted to just put in some things here they can help us identify. if these are the same people if
we have duplicates or not. I think I have two duplicates here and I can’t
tell if this one is probably a different person with that same name. In our trailmix we’ve included documentation on how to modify
this search layout. You can do this for I think all of your objects. Customizing list views now this is a great thing to teach your users how to
do for themselves so we are. Katie mentioned the Ugly Dog Adoption Agency
and there they have a checkbox that they’ve created on their contact record if someone’s interested in fostering a dog. Perfect use of a checkbox you only need to know if when they’re interested so you can send them
an email or something like that. It doesn’t really matter if it’s blank or you know they want to get it if there’s if it’s checked. Here I have
created a ListView that’s pulling in everyone who has checked that box for
foster dog interest. You can teach your users how to create their own list
views. They can choose which fields show up and then with what they want to
filter on. They want to look for people whose first name is Tim, they can
make their own list view, or if they want to look at people who were records that
were created this past week. Anything like that. It can get more complicated as well. Every object can have a list view and list use can be
public or private. Really cool thing you can enable what we call inline
editing to directly edit records within the list view. You can click into email address here and just modify what the email
address is. There’s a lot of cases where this is really helpful to your
users and particularly if people are coming from a place where they are
mostly working in Excel and they want to edit a bunch of things at once. You can do some of that here in inline editing. We will have
information about that how to customize your list views how to set up inline
editing in your trailmix. I’m just going to mirror what you had on the slides. I’m going to search myself here Rebecca Cauliflower. We’ll see that we had three results just like Jessie did
on the slide. We only have the name and the account name. There’s really
nowhere no way to tell whether these three records for the same person or
whether we have three highly engaged supporters who share this common name. To help our our team out, I’m going to go into setup and edit the columns that are
returned in those search results. This is going to be done for accounts we’re
working at it with a specific object. For that, we were looking at a specific person so that would actually
be a contact. I’m still gonna go to object manager. I’m gonna search
quick find for contact. Now rather than going to fields and relationships
or page layouts like we’ve done in the earlier demos scroll down and go
into search layouts. I’m gonna look specifically at search results. We see
that in search results all we’re seeing back our name and account name. I’ll
click the drop-down arrow to edit. From here I can choose all of my
available fields I also want to add primary affiliation. This could be her employer I’ll add mobile phone. That might help differentiate a person. Let’s see or phone. I will add email,
mailing city, you get the idea. You can add multiple fields but keep it simple enough that your users aren’t overwhelmed with extraneous information. I had a mailing city and state. You can select multiple at once and move them over. I’ll save that search result layout. Now when I return back and perform the same search anyone who’s looking for the
Becca Cauliflower who lives in California will be easily able to find that particular person. Another part we talked about what your
job is as a Salesforce admin earlier. Really a big part of your job is talking
to your staff and learning how they’re actually using Salesforce. You asked
your users what they’re having trouble with or where there’s still confusion. You know take detailed notes when you’re talking to them. Ask them which fields
are useful, which fields aren’t? Which fields are missing? How do you want
things to appear on your page layout? Ask people in different departments. Like the woman here in this picture, you get to practice active
listening, reflecting back what people are saying, to demonstrate you understand
them. You can say you’re right oops it’s blocked you’re right that field is redundant and give them a little head tilt like she does. You look really
interested and take a lot of notes while people are talking to you just so you remember everything because there’s gonna be a lot of information
coming at you. Also, people will know you’re really engaged. Don’t then tilt your head to the other way and say I really care about your page layout
and people will understand how much your job is about helping them use this system better. Another kind of off-the-record tip I’m
gonna give you okay I never said this when someone gives you a wild idea that
you have no idea how to implement because you’re getting started at this
yourself right you can say, “Thank you I’m writing that one down.” You just write it down and they feel like you’ve heard them. You may not
ever get back to it because you’re gonna have a long list of what people want. That’s my tip you feel just make sure people feel heard and you’re taking good
notes. Some next steps and resources. Then I think we might have
time to get into that demo after all if that’s all right with you Katie this
didn’t go faster. I mentioned in the trailmix, this is a mix of resources specific to you and this webinar to configure the trail here. We’ll also send you this link in the follow-up email that has the recording. I
also wanted to recommend you check out the Trailblazer community. You can Google
that, that’s where you’d hook up with people in person meet other members of the Salesforce Ohana. We call them our Salesforce family
in person, like I mentioned before I was a leader of the Seattle Nonprofit
User Group. You can find people in your geographic area to meet with in
person and learn a ton from them. Then the next steps also on April 18th
one week from today, you can register for our Importing Data into NPSP Webinar. We’re gonna go in detail on how to use the import tool and get your old
data into the system. The Power of Us Hub, who mentioned is our online
community specifically for nonprofits. We’ve switched The Hub to lightning just
yesterday. Lightning is our newer user interface for Salesforce. Most of you
should be in Lightening everything we showed you today is in Lightening. if your
Salesforce looked really different than what you saw today you’re probably is
classic. Our Hub just went to lightning it looks great and you’re
gonna be searching for topics so search for use with the #GettingStarted or #NPSP. That’ll be where you can ask some great questions get resources from folks We won’t go into the listviews demo, we’re right up against time. Again you’ll see some resources in the
trailmix. We will cover list views in subsequent webinars in these getting
started series. Hope you can join us for those! Please complete that brief survey when this webinar ends. We hope to see you next
week for the Importing Data session. Thanks! Thank you so much guys. Have a
great week! We’ll hopefully talk to you next week, take care!

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