Nonprofit-Salesforce-How-To-Series
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Advanced Mapping: Connect Fields & Objects
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_AM2_Connect_New_Object.htm&type=5 https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Use_Advanced_Mapping.htm&type=5
https://docs.google.com/document/d/1DPsHdo2GUTfmCGWHH-eaCjcoHNNCK8Q5CgrfYlqGHYg/edit?usp=sharing
#85 is turning it on (maybe we can combine?)
@Billflorio Might not want to combine this with #85; this video might get a bit meaty depending on how much you want to show about adding fields on the staging NPSP Data Import and target objects.
For this video, I recommend this general structure:
- Overview of steps for customizing
- Quick peek at target object and fields
- Quick peek at staging (NPSP Data Import) object fields
- Connect fields on an out-of-the-box Object Group like Contact1.
Spencer is working on this
Reviewed and rewrote a significant amount of it to simplify and clarify. Could use a secondary peer reviewer