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Product Documentation

Enable New Features

The Nonprofit Success Pack releases a new update (dot version) approximately every two weeks. When new objects, fields, Apex Classes or Visualforce pages are included in a release, however, they are not automatically accessible to Administrators and end users.

This document walks you through the steps you should take on a regular basis to make sure you can see and take advantage of all Nonprofit Success Pack features.

Confirm your Profile Interface

Before you begin making new features accessible, you need to know which profile user interface you're using in Salesforce.

  1. Click Setup, then click Setup.
  2. Enter Profiles in the Quick Find box, then select Profiles under Users.
  3. Click the System Administrator Profile. (Note that you'll need to repeat these instructions for every Profile currently in use in your organization.)

If you're using the Original Profile User Interface, you'll see something like this:

Original Profile User Interface

If you're using the Enhanced Profile User Interface, you'll see something like this:

Enhanced Profile User Interface

We provide instructions below for both the Original Profile User Interface and the Enhanced Profile User Interface. You can switch between the two in Setup | User Management Settings.

User Management Settings page in Setup

Enable Field Access, Apex Classes, and VisualForce Pages (Original Profile Interface)

  1. Confirm your profile interface and select the profile you need to give access to (for example, System Administrator).
  2. Scroll to the Field-Level Security section and click View to the right of the object name. We show Account here, but you must repeat these steps for Contact and Opportunity objects.

    Field-Level Security section of a profile page

    Refer to this data dictionary spreadsheet for a complete listing of all fields that are installed with NPSP and the version they were introduced.

  3. Click Edit at the top of the screen.
  4. Scan the list of fields and look for fields where the box is not checked in the Read Access column. (These will usually be fields added in a Nonprofit Success Pack update.) For example, in this screenshot, Funding Focus and Grantmaker are new fields that were added as part of the release that included Grant Management.

    Editing field-level security settings

  5. Check the boxes under the Read Access column, then click Save at the top of the screen. Make a note of the fields that you add, as you'll likely add them to page layouts later.
  6. Click Back to Profile and repeat these steps for the Contact and Opportunity objects.
  7. Click Back to Profile to return to the Profile. (Don't click Edit!)
  8. Scroll to the Enabled Apex Class Access section (it's pretty far down there), and then click Edit.

    Enabled Apex Class Access settings

  9. If there are any Apex classes that begin with npsp., click the arrow button to add them to the Enabled Apex Classes column.

    Enable Apex Class Access edit screen

  10. Click Save.
  11. Back on the Profile page, scroll down to the Enabled Visualforce Page Access section, and then click Edit.

    Enabled Visualforce Page Access settings

  12. As before, if there are any Visualforce pages that begin with npsp. on the Available side, click the arrow to move them to the Enabled side.

    Enable Visualforce Page Access edit screen

  13. Click Save.

Lastly, you'll want to make sure these fields are added to your page layouts, if not already there. Review your page layouts and drag over any new fields you selected in the above steps. For more information, see the page layouts documentation in Salesforce Help & Training.

Enable Field Access, Apex Classes, and VisualForce Pages (Enhanced Profile Interface)

  1. Confirm your profile interface and select the profile you need to give access to (for example, System Administrator).
  2. In the Find Settings box, enter Accounts. Under Object Settings, click Accounts. You will need to repeat these steps for Contact and Opportunity objects.

    Selecting Accounts from the Find Settings box.

  3. Click Edit at the top of the screen.

    Edit button in the Accounts settings screen

  4. Scroll to the Field Permissions section. Scan the list of fields and look for fields where the box is not checked in the Read Access column. (These are usually fields added in a Nonprofit Success Pack update.) For example, in this screenshot, Funding Focus and Grantmaker are fields that were added as part of the release that included Grant Management.

    Funding Focus and Grantmaker field permissions

    Refer to this data dictionary spreadsheet for a complete listing of all fields that are installed with NPSP and the version they were introduced.

  5. Check the boxes under the Read and Edit columns, then click Save at the top of the screen. Make a note of the fields that you add, as you'll likely add them to page layouts later.
  6. Repeat these steps for the Contact and Opportunity objects.
  7. To enable Apex Class access, enter "Apex" in the Find Settings box, then select Apex Class Access.
  8. Click Edit.

    Selecting Apex Class Access from the Find Settings box

  9. If there are any Apex classes that begin with npsp., click the arrow button to add them to the Enabled Apex Classes column.

    Enable Apex Class Access edit screen

  10. Click Save.
  11. To grant Visualforce Page access, enter "Visualforce" in the Find Settings box, then select Visualforce Page Access.

    Selecting Visualforce Page Access from the Find Settings box

  12. Click Edit.
  13. If there are any Visualforce pages that begin with npsp. on the Available side, click the arrow to move them to the Enabled side.

    Visualforce Page Access edit screen

  14. Click Save.

Lastly, make sure these fields are added to your page layouts, if not already there. Review your page layouts and drag over any new fields you selected in the above steps. For more information, see the page layouts documentation in Salesforce Help & Training.