In a Nonprofit Cloud org, the modules are not all on by default. An admin turns on each capability in Setup, assigns the matching permission sets, and completes the feature-specific prerequisites before staff can use it. Here is the high-level shape of enabling a Nonprofit Cloud feature such as Fundraising.
- Confirm you have a Nonprofit Cloud org
This setup applies to Nonprofit Cloud, not NPSP. Verify the org was provisioned with Nonprofit Cloud and that you have System Administrator access before you start.
- Enable the feature in Setup
In Setup, open the Nonprofit Cloud settings and turn on the module you need, such as Fundraising, Program Management, or Grantmaking. Complete any listed prerequisites first.
- Assign permission sets
Grant the feature-specific permission sets and permission set licenses to the staff who will use the module. Without these, the new objects and tabs stay hidden.
- Configure objects and page layouts
Map custom fields, adjust the Lightning record pages, and wire up the Flows the feature relies on so the experience fits how your team actually works.
Gift entry, donor and household profiles, commitments, designations, and rollup summaries for giving.
Service delivery, intake assessments, and care plan guidance for the people a program serves.
Impact tracking and data collection to measure how effective a program is.
Application and award management for funders, and the applicant side for organizations seeking grants.
Opportunity posting, volunteer assignment, shift management, and hour tracking.
- Enabling a feature is not the same as configuring it. Staff still see nothing until permission sets are assigned.
- Nonprofit Cloud Fundraising does not use the Opportunity object. Reports and integrations built for NPSP donations will not map over unchanged.
- Do not assume a feature is available in every edition or region. Check the prerequisites for each module before promising it to stakeholders.